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Mirae Asset Large Cap Fund - Growth Plan

(Erstwhile Mirae Asset India Equity Fund - Growth Plan)

Category: Equity: Large Cap
Launch Date: 04-04-2008
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 1.68% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 15,896.69 Cr As on (31-10-2019)
Turn over: 25.0
NAV as on Wed Nov 13 00:00:00 IST 2019

52.728

-0.48 (-0.9122%)

CAGR Since Inception

15.39%

NIFTY 100 TRI 17.64%

PERFORMANCE of Mirae Asset Large Cap Fund - Growth Plan

Scheme Performance (%) Data as on - 13-11-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mirae Asset Large Cap Fund - Growth Plan 12.33 13.6 11.5 14.79 15.39
NIFTY 100 TRI 12.85 13.79 9.14 10.79 17.64
Equity: Large Cap 11.96 10.9 8.1 10.55 12.55

Yearly Performance (%)

Fund Managers

Mr. Neelesh Surana, Mr. Harshad Borawake and Mr. Gaurav Misra

Mr. Surana is B.E (Mechanical) and MBA in Finance. Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd. Mr. Surana has over 24 years of experience in Financial Services including Fund Management. Mr. Borawake is MBA(Finance) & B.E.(Polymers). Prior to joining Mirae Asset Mutual Fund, he has worked with Motilal Oswal Securities Ltd. as Vice President and Capmetrics & Risk Solutions Private Ltd. as Research Analyst - Equity. Mr. Borawake has over 14 years of experience in Investment Analysis & Research. Mr. Misra has over 23 years of experience in Investment Management and Equity Research Functions.

Investment Objective

The scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.

RETURNS CALCULATOR for Mirae Asset Large Cap Fund - Growth Plan

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

riskometer

Key Performance and Risk Statistics of Mirae Asset Large Cap Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mirae Asset Large Cap Fund - Growth Plan 13.71 1.1 4.66 1.06 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Mirae Asset Large Cap Fund - Growth Plan

Period
Data as on - 13-11-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mirae Asset Large Cap Fund - Growth Plan 04-04-2008 12.33 6.46 13.6 11.5 14.79
Axis Bluechip Fund - Growth 05-01-2010 22.57 13.81 17.8 10.73 0.0
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 19.55 7.68 12.51 8.99 12.29
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 18.42 7.77 11.52 7.82 9.4
DSP Top 100 Equity Fund - Regular Plan - Growth 10-03-2003 16.59 6.26 9.34 7.42 9.67
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 15.92 9.7 13.78 9.23 0.0
IDBI India Top 100 Equity Fund Growth 15-05-2012 15.36 3.57 9.03 7.1 0.0
Kotak Bluechip Fund - Growth 29-12-1998 14.96 6.13 11.07 8.63 10.26
PGIM India Large Cap Fund - Growth 21-01-2003 14.88 5.28 11.03 7.92 9.54
HSBC Large Cap Equity Fund - Growth 10-12-2002 13.46 6.25 11.46 8.31 9.17

PORTFOLIO ANALYSIS of Mirae Asset Large Cap Fund - Growth Plan

Asset Allocation (%)