Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.39 | 35.84 | 2.29 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.44 | 44.18 | 2.47 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mirae Asset Aggressive Hybrid Fund(IDCW) | 20.23% | 6.28% | 9.37% |
SBI Equity Hybrid Fund(IDCW-Payout) | 27.79% | 13.68% | 11.52% |
ICICI Pru Equity & Debt Fund(H-IDCW) | 29.24% | 15.70% | 12.44% |
HDFC Hybrid Equity Fund(IDCW) | 17.96% | 8.89% | 3.63% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Debt
Others
Holdings
5.42 %
Holdings
3.88 %
Holdings
3.79 %
Mirae Asset Financial Group is one of the key players in the Asian financial market. Its asset management wing, the Mirae Asset Global Investments, commenced operation in 1997 and has expanded its business globally in a relatively short span of time.
No.of Schemes
39
Total AUM
₹ 1,79,262.74 Cr.
Harshad Borawake
AUM: ₹13,662.79 Cr.
|
Exp: —
Vrijesh Kasera
AUM: ₹12,981.74 Cr.
|
Exp: 10yrs
Mahendra Kumar Jajoo
AUM: ₹12,154.32 Cr.
|
Exp: 19yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
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Returns
Other Funds in the same category are generating better returns