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Mirae Asset Equity Savings Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.32 | 37.16 | 1.77 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.15 | 35.38 | 1.85 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| — |
About Equity Savings
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
Peers & Comparison
HybridEquity Savings
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Mirae Asset Equity Savings Fund(IDCW) | 2.64% | 1.88% | 6.31% |
| ICICI Pru Equity Savings Fund(Q-IDCW) | 5.41% | 4.38% | 4.51% |
| Kotak Equity Savings Fund(M-IDCW Payout) | 14.70% | 12.71% | 6.94% |
| SBI Equity Savings Fund(M-IDCW) | 13.50% | 11.48% | 9.28% |
Price Comparison
Compare Mirae Asset Equity Savings Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Tata Consultancy Services Ltd3M change : -0.59 %
Holdings
4.05 %
-0.59 % - HDFC Bank Ltd3M change : 0.00 %
Holdings
3.02 %
0.00 % - ICICI Bank Ltd3M change : 0.73 %
Holdings
2.60 %
0.73 %
AMC Profile
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
44
Total AUM
₹ 1,87,299.08 Cr.
Fund Manager Profile
Harshad Borawake
AUM: ₹13,926.49 Cr.
|
Exp: —
Vrijesh Kasera
AUM: ₹13,171.38 Cr.
|
Exp: 10yrs
Bharti Sawant
AUM: ₹2,239.15 Cr.
|
Exp: 6yrs
Mahendra Kumar Jajoo
AUM: ₹12,240.48 Cr.
|
Exp: 19yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%