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 |
| Benchmark Type | CRISIL Hybrid 85+15 - ConservativeTR INR |
| Expense Ratio | 0.31% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 3,005 |
| AMC AUM (in Crs.) | ₹ 24,191 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 13.47% | |
| 0 | 1000 | 12.76% | |
| 1000 | 1000 | 13.54% | |
| 500 | 500 | 8.55% | |
| 1000 | 1000 | 9.53% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 11.4% | |
| 1000 | 1000 | 11.17% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Tri Party Repo | Cash - Repurchase Agreement | 14 |
| HDFC Bank Ltd | Equity | 6 |
| ICICI Bank Ltd | Equity | 5 |
| Reliance Industries Ltd | Equity | 5 |
| State Bank of India | Equity | 5 |
| GOVT STOCK | Bond - Gov't Treasury | 4 |
| Larsen & Toubro Ltd | Equity | 3 |
| Infosys Ltd | Equity | 3 |
| Tata Consultancy Services Ltd | Equity | 3 |
| Axis Bank Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 68 |
| Cash - Repurchase Agreement | 14 |
| Cash - Commercial Paper | 7 |
| Bond - Gov't Treasury | 5 |
| Bond - Corporate Bond | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 28 |
| Cash - Repurchase Agreement | 14 |
| Cash - Commercial Paper | 7 |
| Energy | 7 |
| Technology | 6 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m