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 |
---|---|---|
0.57 | 43.33 | 2.03 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 58.42 | 2.25 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mirae Asset Midcap Fund | 39.64% | 21.34% | 29.95% |
HDFC Mid-Cap Opportunities Fund | 45.21% | 27.36% | 22.72% |
Kotak Emerging Equity Fund | 47.50% | 23.62% | 22.56% |
Nippon India Growth Fund | 52.12% | 26.06% | 20.46% |
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
2.79 %
Holdings
2.54 %
Holdings
2.45 %
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.
Ankit Jain
AUM: ₹65,401.80 Cr.
|
Exp: 5yrs
MBA (Finance), B.Tech (ICT)
Mr. Jain has professional experience of more than 5 years and his primary responsibility includes Investment Analysis & Fund Management. He has been associated with theAMC as a Research Analyst since September 7, 2015. He was previously associated with Equirus Securities Pvt Ltd. and Infosys Ltd.
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
Episode 4 _ FM Station : 5 years of Mirae Asset Midcap Fund
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Mutual Funds Q & A | Financial Advisor ? | Market Crash ? | E-KYC | Mutual Fund Switch | Lumpsum
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Fund Update: Mirae Asset Midcap Fund Mr. Ankit Jain
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Mirae Asset Mid Cap Fund Review|Fund Analysis|जानिए कैसा है आपके निवेश के लिए?Mirae Asset Mid Cap|
4 years ago•Invest Empires
Returns
Fund has been able to generate better returns compared to other funds in the same category