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Mirae Asset Large Cap Fund - Direct Plan

The Mirae Asset India Equity Fund is an actively managed, open-ended equity mutual fund. The fund seeks to provide investors with long-term capital appreciation through a highly diversified portfolio of equity stocks of companies that display strong potential for growth and sustainable business practices. The fund also looks to take advantage of short and medium-term opportunities that may arise. As this is an equity mutual fund it is exposed to market risks such as volatility. Investors in this fund should have an investment horizon of at least 3 years and should have a high appetite for risk.

Fund Info

Scheme Class	Equity
Scheme Category	Large-Cap
Expense Ratio	0.54%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 35,880
AMC AUM (in Crs.)	₹ 24,191
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 100 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
SBI Bluechip Fund - Direct Plan	1000	1000	23.59%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	22.83%
Nippon India Large Cap Fund - Direct Plan	1000	1000	31.01%
SBI Bluechip Fund - Direct Plan	1000	1000	23.59%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	22.83%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	20.32%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	20.32%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	24.97%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	20.32%
Axis Bluechip Fund - Direct Plan	100	100	15.58%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	24.97%

Portfolio Info

The Mirae Asset India Equity Fund invests predominantly in the large-cap segment of the Indian market with an asset allocation of approximately 80% invested here. The fund also invests nominally in debt and other money market instruments to provide it with liquidity. The fund maintains a highly-diversified portfolio across market sectors and presently invests heavily in the Finance, Energy, Technology and FMCG sectors of the India economy.

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	13
ICICI Bank Ltd	Equity	9
Reliance Industries Ltd	Equity	8
Infosys Ltd	Equity	7
Axis Bank Ltd	Equity	5
Bharti Airtel Ltd	Equity	4
Larsen & Toubro Ltd	Equity	3
State Bank of India	Equity	3
HCL Technologies Ltd	Equity	3
Treps	Cash - Repurchase Agreement	3

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Mutual Fund - Open End	0
Cash	0
Mutual Fund - ETF	0

Sector Allocation(%)

Sector	Percent
Financial Services	37
Technology	14
Consumer Cyclical	9
Energy	8
Industrials	8

Fund Manager

Gaurav Khandelwal

1+ years of experience

Gaurav Misra

4+ years of experience

Objective

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities by predominantly investing in equities of large cap companies.The Scheme does not guarantee or assure any returns.

Suitability

"Long-term capital appreciation

• Investment in equities equity related securities"

Fund Analysis

Neelesh Surana has been with the fund since its start and has been actively managing the fund while sticking to finding the large cap growth stocks with attractive prices. The fund has succefully managed to outperform the benchmark and its peers while maintaining the funds volatility. In the long run the fund has managed to be in top positions when it comes to large caps.

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