">

Mirae Asset India Equity Fund - Growth Plan

(Erstwhile Mirae Asset India Opportunities Fund)

Category: Equity: Multi Cap
Launch Date: 04-04-2008
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 1.96% As on (28-02-2019)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 10,640.39 Cr As on (31-03-2019)
Turn over: 52.0
NAV as on 23-04-2019

50.759

-0.08 (-0.1655%)

CAGR Since Inception

15.83%

S&P BSE 200 TRI 12.11%

PERFORMANCE of Mirae Asset India Equity Fund - Growth Plan

Scheme Performance (%) Data as on - 23-04-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mirae Asset India Equity Fund - Growth Plan 8.48 16.55 17.49 20.98 15.83
S&P BSE 200 TRI 6.01 14.86 13.69 15.55 12.11
Equity: Multi Cap 0.68 12.5 14.28 16.83 12.3

Yearly Performance (%)

Fund Managers

Mr. Neelesh Surana, Mr. Harshad Borawake and Mr. Gaurav Misra

Mr. Surana is B.E (Mechanical) and MBA in Finance. Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd. Mr. Surana has over 24 years of experience in Financial Services including Fund Management. Mr. Borawake is MBA(Finance) & B.E.(Polymers). Prior to joining Mirae Asset Mutual Fund, he has worked with Motilal Oswal Securities Ltd. as Vice President and Capmetrics & Risk Solutions Private Ltd. as Research Analyst - Equity. Mr. Borawake has over 14 years of experience in Investment Analysis & Research. Mr. Misra has over 23 years of experience in Investment Management and Equity Research Functions.

Investment Objective

The scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.

RETURNS CALCULATOR for Mirae Asset India Equity Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Mirae Asset India Equity Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mirae Asset India Equity Fund - Growth Plan 13.71 1.1 4.66 1.06 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Mirae Asset India Equity Fund - Growth Plan

Period
Data as on - 23-04-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 8.48 12.48 16.55 17.49 20.98
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 9.24 13.76 13.82 15.3 0.0
HDFC Equity Fund - Growth Option 01-01-1995 7.94 10.18 15.22 13.88 18.24
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 7.06 11.57 14.83 13.17 16.89
Mirae Asset India Equity Fund - Dividend Plan 04-04-2008 6.72 10.67 15.07 16.28 19.94
Kotak Standard Multicap Fund - Growth 11-09-2009 6.35 9.33 15.53 17.87 0.0
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 6.32 0.0 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Dividend 13-11-2017 6.32 0.0 0.0 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 6.18 7.32 13.58 15.65 16.82
HDFC Equity Fund - Dividend Option 01-01-1995 5.59 8.34 13.65 12.53 17.09

PORTFOLIO ANALYSIS of Mirae Asset India Equity Fund - Growth Plan

Asset Allocation (%)