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Asset Size:3824Cr
Expense Ratio:1.88%
Fund Manager(s):Neelesh Surana,Mahendra Jajoo,Sudhir Kedia,
5year Returns:11.62%

Mirae Asset Hybrid Equity Fund -Regular Plan-Growth

Mirae Asset       

Balanced Equity
Aggressive Allocation

Nav : 17.077 ( 0.14%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

11.62%

Investment Horizon

>3 Yr

Doubled Money

6yrs 3m

Returns since July 29th, 2015

10.53%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

69.2L

Projected Maturity Amount

1.3Cr

Mirae Asset     

Balanced Equity
Aggressive Allocation

Nav : 17.077 ( 0.14%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

69.2L

Projected Maturity Amount

1.3Cr

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

11.62%

Investment Horizon

>3 Yr

Doubled Money

6yrs 3m

Returns since July 29th, 2015

10.53%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Mirae Asset
Launch Date
July 29th, 2015
Expense Ratio
1.88%
Fund Category Risk
Moderate
Std Dev (1Yr)
25.053
Std Dev (3Yr)
16.188
Std Dev (5Yr)
14.322
Asset Size
3824Cr
Investment Details
Investment Plan
Growth
Return since Launch
10.53 %
Exit Load
1% if withdrawn within 365 Day(s)
No exit load if withdrawn after 365 Day(s)
YTM
5.93 %
Modified Duration
4.61
Contact Details
Phone No.
+91 22 67800300