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Mirae Asset Large & Midcap Fund - Direct Plan

The Mirae Bluechip Emerging Fund an actively managed open-ended equity mutual fund that seeks to provide its investors with long-term capital appreciation through investments in a diversified basket of equity stocks of mid-cap and large-cap companies across market sectors. The Mirae Bluechip Emerging Fund is suitable for investors with investment horizons longer than 3 years. As this is a equity mutual fund with considerable exposure to mid-cap stocks investors in this fund should have a high capacity for risk.

Fund Info

Scheme Class	Equity
Scheme Category	Large & Mid- Cap
Expense Ratio	0.58%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 39,706
AMC AUM (in Crs.)	₹ 24,191
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Core Equity Fund - Direct Plan	1000	1000	25.42%
Principal Emerging Bluechip - Direct Plan	1000	1000	-0.45%
Canara Robeco Emerging Equities - Direct Plan	0	1000	17.2%

Portfolio Info

The Mirae Bluechip Emerging Fund maintains a diversified portfolio across market sectors. The fund invests the majority of the corpus in large-cap stocks, approximately 50%, and invests nominally in midcap stocks, approximately 35%. Presently, the Mirae Bluechip Emerging Fund invests heavily across the Finance, Energy, Automobile and Healthcare sectors of the Indian economy.

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	5
Axis Bank Ltd	Equity	4
Larsen & Toubro Ltd	Equity	3
ICICI Bank Ltd	Equity	2
State Bank of India	Equity	2
Reliance Industries Ltd	Equity	2
Tata Motors Ltd	Equity	2
Kotak Mahindra Bank Ltd	Equity	2
Infosys Ltd	Equity	2
Gland Pharma Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Repurchase Agreement	1
Cash	0
Mutual Fund - Open End	0

Sector Allocation(%)

Sector	Percent
Financial Services	25
Consumer Cyclical	16
Industrials	12
Healthcare	11
Basic Materials	10

Fund Manager

Neelesh Surana

14+ years of experience

Ankit Jain

5+ years of experience

Objective

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction.The Scheme does not guarantee or assure any returns.

Suitability

Long-term capital appreciationPredominantly

• investments in Indian equities and equity related securities ofcompanies which are not part of the top 100 stocks by market capitalization

Fund Analysis

Though the fund has not been around the hostile face of 2008, its superior performance not only in relation to its benchmark but also its peers has made it a top most choice for many investors. Neelesh Surana zeros in on stocks which have high quality and earnings which is why the fund does not take exposures in in large number of small cap and stiks to midcap and a one third in large companies. The fund justifies its name of Emerging Bluechip and its bottoms up approach while taking into account the risk parameters has resulted in generating alpha while keeping an eye on the volatility.

Mirae Mutual Fund

AUM₹24,191 Cr

About

Mirae Asset was founded in 1997 in the wake of the Asian currency crisis. Today, Mirae Asset encompasses the global capability to deliver to investors around the world via on-the-ground presence in 12 countries across 5 continents. Their goal is to provide clients with insightful financial strategies and consistent performance through their diversified product offering.##Mirae believes that they are the best investment choice because of their strong investment philosophy, and niche to understand comparative advantage of various companies to make a sustainable and long- lasting decision for investors. They always believe in investing with a long term goal to sustainability in the market.As a global brand it has obtained the trust of investors and has made a mark for itself in the mutual fund industry.

customercare@miraeasset.com

Phone

022 - 67800300

Address

Mirae Asset Investment Managers (India) Private Limited.,Unit No. 606, 6th Floor,,Windsor Bldg, Off CST Road,,Kalina, Santacruz (East), Mumbai - 400 098, Mumbai - 400 098

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m