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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.05 | — | 1.40 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.52 | — | 1.08 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.05% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 200 - TRI |
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mirae Asset Equity Allocator FoF | 23.94% | 12.93% | 22.66% |
ICICI Pru Bharat 22 FOF | 38.98% | 32.83% | 19.79% |
Nippon India Nifty Next 50 Junior BeES FoF | 43.31% | 15.84% | 17.37% |
Aditya Birla SL Financial Planning FOF Aggressive Plan | 24.73% | 14.50% | 14.04% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
62.69 %
Holdings
21.40 %
Holdings
15.73 %
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
43
Total AUM
₹ 1,81,964.39 Cr.
Bharti Sawant
AUM: ₹2,206.57 Cr.
|
Exp: 6yrs
M.S. Finance (ICFAI Hyderabad), CFA, B.Com
Ms. Sawant has professional experience of more than 6 years and his primary responsibility includes Investment Analysis & Fund Management. She has been associated with the AMC as an Investment Analyst since September 3, 2013. She was previously associated with Sushil Finance Securities Pvt. Ltd., Latin Manharlal Securities Pvt. Ltd., Kabu Shares & Stocking Pvt. Ltd. for Financial Analysis and Research.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
3rd Anniversary | Mirae Asset Equity Allocator Fund | Mirae Asset
1 year ago•Mirae Asset Mutual Fund
Mirae Asset Equity Allocator Fund of Fund
1 year ago•Mirae Asset Mutual Fund
Why to invest : Mirae Asset Equity Allocator Fund
3 years ago•Mirae Asset Mutual Fund
MIRAE ASSET EQUITY ALLOCATOR FUND NFO|MIRAE ASSET EQUITY ALLOCATOR FUND OF FUND|MIRAE ASSET FUNDS|
4 years ago•Invest Empires
Mirae Asset Equity Allocator Fund of Fund
4 years ago•Mirae Asset Mutual Fund
Mirae Asset Equity Allocator Fund of Fund - Siddharth Srivastava
4 years ago•Mirae Asset Mutual Fund
Mirae Asset Equity Allocator FoF NFO by Mr. Siddharth Srivastava
4 years ago•Mirae Asset Mutual Fund
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%