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Mirae Asset Hybrid Equity Fund - Direct Plan

The investment objective of the Scheme is to generate capital appreciation along with current income from a combined portfolio of predominantly investing in equity & equity related instruments and balance in debt and money market instruments. The Scheme does not guarantee or assure any returns.

Suitability

Capital appreciation along with current income over long term.

• Investment predominantly in equity and equity related instruments with balanceexposure to debt and money market instruments

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	0.38%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 5,345
AMC AUM (in Crs.)	₹ 24,191
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 35+65 - Agg 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
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	9.29%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	8.66%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	11.84%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	13.32%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	14.95%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	14.52%
Nippon India Equity Hybrid Fund - Direct Plan	500	500	2.9%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	9.42%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	8.66%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	11.84%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	10.09%
DSP Equity & Bond Fund - Direct Plan	1000	1000	13.77%

Top 10 Holdings

Company	Holding Type	Asset(%)
Triparty Repo	Cash - Repurchase Agreement	9
HDFC Bank Ltd	Equity	6
Infosys Ltd	Equity	6
ICICI Bank Ltd	Equity	5
Axis Bank Ltd	Equity	4
Tata Consultancy Services Ltd	Equity	4
5.63% Govt Stock 2026	Bond - Gov't Treasury	3
6.18% Govt Stock 2024	Bond - Gov't Treasury	3
State Bank of India	Equity	2
6.64% Govt Stock 2035	Bond - Gov't Treasury	2

Asset Allocation(%)

Asset	Percent
Equity	74
Bond - Gov't Treasury	11
Cash - Repurchase Agreement	9
Bond - Corporate Bond	4
Cash - Commercial Paper	3

Sector Allocation(%)

Sector	Percent
Financial Services	27
Bond - Gov't Treasury	11
Technology	10
Cash - Repurchase Agreement	9
Consumer Cyclical	8

Fund Manager

Mahendra Jajoo

4+ years of experience

Vrijesh Kasera

1+ years of experience

Harshad Borawake

1+ years of experience

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.

Phone

022 - 67800300

Address

India, -

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m