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 |
---|---|---|
0.58 | 13.98 | 2.11 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 14.66 | 2.13 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mirae Asset ELSS Tax Saver Fund | 38.10% | 16.27% | 21.29% |
Axis ELSS Tax Saver Fund | 37.00% | 9.46% | 18.54% |
SBI Long Term Equity Fund | 55.31% | 26.55% | 18.10% |
DSP ELSS Tax Saver Fund | 49.42% | 20.53% | 19.57% |
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
7.86 %
Holdings
4.68 %
Holdings
4.51 %
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
₹ 1,85,646.40 Cr.
Neelesh Surana
AUM: ₹66,246.61 Cr.
|
Exp: 14yrs
B.E(Mechnaical), M.B.A(Finance)
Neelesh has professional experience of more than 12 years and is responsible for Portfolio construction & monitoring. Prior to this assignment, Neelesh was associated with ASK Investment Managers Pvt Ltd where he was responsible for tracking sectors like Metals, FMCG and Pharma.
Manager Performance (0)
Gains are treated as long-term capital gains and taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Returns
Fund has been able to generate better returns compared to other funds in the same category