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

Moderately High
2 yrs 6 monthsStarted on:28 Dec 2015
₹ 1016.66 Cras on: 20 Jun 2018
Long Term Horizon
2.27%
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

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Tenure

TenureReturns (CAGR)
1 Month1.13
3 Month3.87
1 YR10.76
2 YR23.61

SIP Returns

TenureReturns (CAGR)
1 YR3.54
2 YR16.13

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.46
Kotak Mahindra Bank Ltd.4.86
ICICI Bank Ltd.4.45
Infosys Ltd.3.89
Indusind Bank Ltd.3.79
Reliance Industries Ltd.3.62
State Bank of India3.55
Larsen & Toubro Ltd.2.91
Raymond Ltd.2.74
Tata Global Beverages Ltd.2.71

Top Sectoral Holdings

Sector Name% Assets
Financial32.5
Automobile11.51
FMCG10.55
Energy6.84
Healthcare5.71
Construction5.37
Technology5.32
Services4.99
Engineering4.62
Metals4.05

Indicators

LabelValue
Portfolio turnover ratio72

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

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