Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.59 | 54.18 | 1.64 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 50.92 | 2.09 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mirae Asset Focused Fund(IDCW) | 16.49% | 7.03% | 18.95% |
SBI Focused Equity Fund(IDCW-Payout) | 27.32% | 12.11% | 13.79% |
HDFC Focused 30 Fund(IDCW) | 33.38% | 15.99% | 5.21% |
Axis Focused Fund(IDCW) | 20.42% | -3.55% | 10.69% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
9.09 %
Holdings
8.97 %
Holdings
7.21 %
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
39
Total AUM
₹ 1,85,374.58 Cr.
Gaurav Misra
AUM: ₹50,006.16 Cr.
|
Exp: 23yrs
MBA,IIM Lucknow & BA ECO(HONS)
Mr. Gaurav Misra has over 23 years of experience in investment management and equity research functions. Prior to this he has worked as Senior Portfolio Manager with ASK Investment Managers Limited.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category