Hybrid | Dynamic Asset Allocation
3Y Returns
NA
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
0.69%
Fund Size
₹1478 Cr
Inception Date
21-Jul-22
Fund Manager
Harshad Borawake
Exit Load
Nil upto 15% of units and 1% for remainng units on or before 365D, Nil after 365D.
Overall Fund Zi Tag
Asset Allocation
Equity
66.65%
Debt & Others
33.35%
Market Cap Allocation
Large Cap
50.69%
Mid Cap
7.73%
Small Cap
8.23%
Other Cap
33.35%
Investment Objective
The Investment Objective Of The Scheme Is To Capitalize On The Potential Upside Of Equities Whileattempting To Limit The Downside By Dynamically Managing The Portfolio Through Investment In Equity &Equity Related Instruments And Active Use Of Debt, Money Market Instruments And Derivatives. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Realized.
Fund House Detail
AMC Name
Mirae Asset Investment Managers (India) Private Limited
Scheme Document
https://www.miraeassetmf.co.in/downloads/formsAddress
Unit 606, 6th Floor, Windsor,Off CST Road, Kalina, Santacruz (E),Mumbai - 400 098
Mirae Asset Balanced Advantage Fund Direct Plan - Growth
1Y
21.56%
3Y
NA
5Y
NA
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
32.88%
3Y
21.99%
5Y
20.83%
Hdfc Asset Allocator Fof Direct Growth
1Y
25.87%
3Y
15.96%
5Y
NA
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
23.73%
3Y
15.04%
5Y
12.39%
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
21.55%
3Y
14.97%
5Y
16.48%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
30.7%
3Y
14.63%
5Y
17.42%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
21.84%
3Y
14.57%
5Y
14.21%
Sbi Balanced Advantage Fund - Direct Plan - Growth
1Y
24.09%
3Y
14.19%
5Y
NA
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
27.46%
3Y
13.89%
5Y
17.4%
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
27.72%
3Y
13.89%
5Y
13.23%
Axis Balanced Advantage Fund Direct Plan Growth
1Y
30.49%
3Y
13.33%
5Y
13.71%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
24.69%
3Y
13.02%
5Y
14.36%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
19.22%
3Y
13.01%
5Y
12.06%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
21.55%
3Y
12.99%
5Y
13.86%
Tata Balanced Advantage Fund Direct Plan Growth
1Y
21.76%
3Y
12.83%
5Y
15.07%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
26.19%
3Y
12.72%
5Y
16.62%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
23.02%
3Y
12.32%
5Y
13.58%
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
24.04%
3Y
12.3%
5Y
14.14%
Shriram Balanced Advantage Fund Direct - Growth
1Y
23.52%
3Y
11.57%
5Y
12.71%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
21.87%
3Y
11.23%
5Y
NA
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
23.21%
3Y
11.1%
5Y
11.91%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
25.26%
3Y
10.63%
5Y
NA
Union Balanced Advantage Fund Direct Plan - Growth
1Y
20.35%
3Y
10.36%
5Y
13.02%
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
21.34%
3Y
10.23%
5Y
12.48%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
0.87%
5Y
5.62%
Woc Balanced Hybrid Fund - Direct Plan - Growth
1Y
24.53%
3Y
NA
5Y
NA
Nj Balanced Advantage Fund Direct Plan - Growth
1Y
25.44%
3Y
NA
5Y
NA
Whiteoak Capital Balanced Advantage Fund - Direct Plan Growth
1Y
26.11%
3Y
NA
5Y
NA
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth
1Y
28.07%
3Y
NA
5Y
NA
Samco Dynamic Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.