Mirae Asset Large Cap Fund - Direct Plan - Growth

Equity | Large Cap

(NAV as of 17/05/2024)

109.96 (0.51)

3Y Returns

14.59%

Min SIP

₹500

Min Lumpsum

₹5000

Expense Ratio

0.54%

Fund Size

₹37969 Cr

Inception Date

01-Jan-13

Fund Manager

Gaurav Misra

Exit Load

1% on or before 1Y(365D), Nil after 1Y(365D).

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 100 TRI benchmark but its beta is more than Large Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more or less similar SIP returns than the Nifty 100 TRI benchmark and among the mid quartile in Large Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given more or less similar risk adjusted returns than the Nifty 100 TRI benchmark and among the mid quartile in Large Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 100 TRI benchmark and its alpha is more than Large Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

96.46%

Debt & Others

3.54%

Market Cap Allocation

Large Cap

80.34%

Mid Cap

10.74%

Small Cap

5.38%

Other Cap

3.54%

Sector Allocation

Banks

29.81%

Internet and Technology

13.00%

Petroleum Products

8.08%

Diversified FMCG

4.41%

Automobiles

4.40%

Top Ten Holdings

ICICI Bank Ltd

8.75%

HDFC Bank Ltd

8.72%

Reliance Industries Ltd

8.08%

Infosys Ltd

7.78%

Axis Bank Ltd

4.90%

Investment Objective

The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Capitalizing On Potential Investment Opportunities By Predominantly Investing In Equities Of Large Cap Companies.

Fund House Detail

AMC Name

Mirae Asset Investment Managers (India) Private Limited

Scheme Document

https://www.miraeassetmf.co.in/downloads/forms

Address

Unit 606, 6th Floor, Windsor,Off CST Road, Kalina, Santacruz (E),Mumbai - 400 098

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Motilal Oswal Large Cap Fund - Direct - Growth

Baroda Bnp Paribas Large Cap Fund Direct Growth

41.06%

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