Mirae Asset Tax Saver Fund (Equity, Equity Elss)

Moderately High
4 yrs 4 monthsStarted on:28 Dec 2015
₹ 3281.58 Cras on: 27 Mar 2020
Long Term Horizon
1.97%
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)
3 YR1.25

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.57
Reliance Industries Ltd.6.81
ICICI Bank Ltd.5.46
Axis Bank Ltd.5.03
State Bank of India4.23
Larsen & Toubro Ltd.3.87
Infosys Ltd.3.48
Tata Consultancy Services Ltd.3.03
ITC Ltd.2.97
Voltas Ltd.2.69

Top Sectoral Holdings

Sector Name% Assets
Financial37.31
Energy12.62
FMCG8.79
Technology7.55
Construction6.82
Healthcare6.33
Automobile5.04
Chemicals3.83
Cons Durable3.62
Engineering3.19

Indicators

LabelValue
Portfolio turnover ratio62
Standard Deviation12.78%
Beta0.95%
Sharpe Ratio0.49

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.