How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 22.54 | 1.08 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.51 | 26.58 | 1.01 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Financial Services - TRI |
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mirae Asset Banking and Financial Services Fund(IDCW) | 21.75% | 16.45% | 19.02% |
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout) | 10.40% | 6.14% | 10.38% |
SBI Banking & Financial Services Fund(IDCW-Payout) | 31.37% | 18.18% | 14.77% |
Nippon India Banking & Financial Services Fund(IDCW) | 12.76% | 13.08% | 7.50% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
16.93 %
Holdings
16.87 %
Holdings
8.31 %
Mirae Asset Financial Group is one of the key players in the Asian financial market. Its asset management wing, the Mirae Asset Global Investments, commenced operation in 1997 and has expanded its business globally in a relatively short span of time.
No.of Schemes
43
Total AUM
₹ 1,81,917.96 Cr.
Gaurav Kochar
AUM: ₹1,844.80 Cr.
|
Exp: —
Vishal Singh
AUM: ₹2,799.81 Cr.
|
Exp: 5yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%