Overview (as on 07 May 2021)

NAV

₹21.071

1y returns

47.908%

Fund AUM

₹4,829 Cr

Expense Ratio

0.45%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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Asset Allocation

Sector Allocation
Financial Services
38.31%
Tech
13.26%
Consumer
9.97%
Health
7.92%
Energy
7.55%
Basic Materials
6.35%
Defensive
6.19%
Industrials
6.05%
Communication
2.77%
Utilities
1.64%
Size Breakup
Large Cap
77.45%
Mid Cap
20.10%
Small Cap
2.45%

Key Metrics

Yield to Maturity 

6.13%

Modified Duration 

3.64 yr

Sharpe Ratio 

0.72

Std deviation 

13.67%

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Mirae Asset Hybrid Equity Fund -Direct Plan-Growth
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
29 July, 2015
Fund Manager
Neelesh Surana
Fund House Details
Fund House
Mirae Asset Investment Managers (India) Private Limited
Email
NA
Phone
+912267253942
Address
India

Other Related Plans

Peer Funds

Mirae Asset Hybrid Equity Fund -Direct Plan-Growth

NAV

₹21.071

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Neelesh Surana
Neelesh Surana

leader

Qualifications
B.E. (Mechanical),MBA (Finance)
Work Experience
"Neelesh has professional experience of more than 12 years and is responsible for Portfolio construction & monitoring. Prior to this assignment, Neelesh was associated ASK Investment Managers Pvt Ltd where he was responsible for tracking sectors like Metals, FMCG and Pharma"
Harshad Borawake
Harshad Borawake

leader

Work Experience
"null"
Vrijesh Kasera
Vrijesh Kasera

manager

Work Experience
"null"

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