MIRAE ASSET TAX SAVER FUND (Equity, Equity Elss)

Moderately High
2 yrs 10 monthsStarted on:28 Dec 2015
₹ 1120.59 Cras on: 17 Oct 2018
Long Term Horizon
2.49%
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)
2 YR13.97

SIP Returns

TenureReturns (CAGR)
2 YR6.08

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.88
Reliance Industries Ltd.5.81
ICICI Bank Ltd.4.31
Kotak Mahindra Bank Ltd.4.2
State Bank of India3.47
Tata Consultancy Services Ltd.3.32
Indusind Bank Ltd.2.97
Larsen & Toubro Ltd.2.96
Tata Steel Ltd.2.91
Maruti Suzuki India Ltd.2.9

Top Sectoral Holdings

Sector Name% Assets
Financial29.65
FMCG10.4
Energy9.05
Automobile8.17
Technology8.07
Healthcare7.47
Construction6.31
Services5.52
Metals5.09
Engineering3.78

Indicators

LabelValue
Portfolio turnover ratio62

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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