MIRAE ASSET TAX SAVER FUND (Equity, Equity Tax Saving)

Moderately High
2 yrs 4 monthsStarted on:28 Dec 2015
₹ 904.75 Cras on: 20 Apr 2018
Long Term Horizon
2.50%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Exit Load

Scheme Documents

Similar Funds
Axis Long Term Equity Fund
Return (CAGR) 19.12%
Crisil Ranking 4
Value Research
BSL Tax Relief'96 Fund- (ELSS U/S 80C Of IT ACT)
Return (CAGR) 25.60%
Crisil Ranking 2
Value Research NA
Principal Tax Savings Fund
Return (CAGR) 17.29%
Crisil Ranking 1
Value Research
RELIANCE TAX SAVER (ELSS) FUND
Return (CAGR) 15.36%
Crisil Ranking 3
Value Research
DSP BlackRock Tax Saver Fund
Return (CAGR) 14.58%
Crisil Ranking 3
Value Research
ICICI Prudential Long Term Equity Fund (Tax Saving)
Return (CAGR) 21.10%
Crisil Ranking 5
Value Research
Franklin India TAXSHIELD
Return (CAGR) 23.44%
Crisil Ranking 4
Value Research
HDFC TaxSaver
Return (CAGR) 26.17%
Crisil Ranking 3
Value Research
SBI Magnum Tax Gain Scheme
Return (CAGR) 16.99%
Crisil Ranking 4
Value Research
Baroda Pioneer ELSS 96 - Plan A
Return (CAGR) 13.08%
Crisil Ranking NA
Value Research NA
UTI-Long Term Equity Fund Tax Saving
Return (CAGR) 15.31%
Crisil Ranking 3
Value Research
Motilal Oswal MOSt Focused Long Term Fund
Return (CAGR) 20.09%
Crisil Ranking NA
Value Research

Tenure

TenureReturns (CAGR)
1 Month4.11
1 YR19.01
2 YR27.70

SIP Returns

TenureReturns (CAGR)
1 YR9.09
2 YR21.08

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.07
Infosys Ltd.4.95
ICICI Bank Ltd.4.54
Indusind Bank Ltd.3.56
Larsen & Toubro Ltd.3.13
Tata Global Beverages Ltd.3.02
Kotak Mahindra Bank Ltd.3
State Bank of India2.93
ITC Ltd.2.82
Raymond Ltd.2.81

Top Sectoral Holdings

Sector Name% Assets
Financial30.17
FMCG10.36
Automobile9.53
Healthcare6.56
Technology6.26
Construction5.92
Energy4.99
Engineering4.88
Services4.6
Metals4.45

Indicators

LabelValue
Portfolio turnover ratio66

Neelesh Surana

Mr. Surana is B.E (Mechanical) and MBA in Finance.
Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd.

Other Funds Managed by Neelesh Surana

© CRISIL Limited 2017. All Rights Reserved