Mirae Asset Equity Savings Fund- Regular Plan- Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

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Category: Hybrid: Equity Savings
Launch Date: 01-12-2018
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.41% As on (31-08-2022)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 582.79 Cr As on (31-08-2022)
Turn over: 402
NAV as on 06-10-2022

14.864

0.04 (0.2758%)

CAGR Since Inception

10.89%

NIFTY 50 TRI 13.74%

PERFORMANCE of Mirae Asset Equity Savings Fund- Regular Plan- Growth

Scheme Performance (%) Data as on - 06-10-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mirae Asset Equity Savings Fund- Regular Plan- Growth 2.25 12.21 - - 10.89
NIFTY 50 TRI -0.43 17.15 13.08 13.05 13.74
Hybrid: Equity Savings 1.97 9.06 6.7 7.66 7.46

Yearly Performance (%)

Nav Movement

Fund Managers

Mahendra Kumar Jajoo, Bharti Sawant, Harshad Borawake, Vrijesh Kasera

Investment Objective

The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.

RETURNS CALCULATOR for Mirae Asset Equity Savings Fund- Regular Plan- Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mirae Asset Equity Savings Fund- Regular Plan- Growth 0.89 1.62 1.3 6.89 3.87
Hybrid: Equity Savings - - - - - -

PEER COMPARISION of Mirae Asset Equity Savings Fund- Regular Plan- Growth

Period
Data as on - 06-10-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mirae Asset Equity Savings Fund- Regular Plan- Growth 01-12-2018 2.25 12.74 12.21 0.0 0.0
Kotak Equity Savings Fund - Regular - Growth 11-10-2014 5.75 10.92 9.89 7.96 0.0
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 4.88 10.42 7.94 7.03 0.0
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 15-01-2013 3.95 15.06 12.71 8.73 8.12
HDFC Equity Savings Fund - GROWTH PLAN 05-09-2004 3.49 15.71 10.72 7.7 9.16
UTI Equity Savings Fund - Regular Plan - Growth Option 30-08-2018 3.48 13.33 10.2 0.0 0.0
SBI Equity Savings Fund - Regular Plan - Growth 05-05-2015 3.43 13.06 10.66 7.76 0.0
L&T Equity Savings Fund - Regular Plan - Growth 18-10-2011 2.92 13.48 10.85 7.03 8.06
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth 05-07-2019 2.53 6.04 7.46 0.0 0.0
IDFC Equity Savings Fund - Regular Plan - Growth 09-06-2008 2.24 8.46 8.24 6.05 6.67

PORTFOLIO ANALYSIS of Mirae Asset Equity Savings Fund- Regular Plan- Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300