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Mirae Asset Equity Savings  Gr

Mirae Asset Equity Savings Gr

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation7.3%
Sharpe Ratio-0.20

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Energy & Infra8.81%
Utilities5.89%
Services11%
Technology7.6%
Consumers15.32%
Capital Goods20.28%
Financial Services31.11%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Cash Offset For DerivativesUtilities28.24%
TrepsUtilities4.50%
ICICI Bank LtdFinancial Services3.52%
HDFC Bank LtdFinancial Services2.94%
Muthoot Finance LimitedUtilities2.45%
Muthoot Finance LimitedUtilities2.41%
Reliance Industries LtdEnergy & Infra2.33%
Bharti Airtel LtdServices2.26%
State Bank of IndiaFinancial Services2.23%
Net Receivables / (Payables)Utilities2.19%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

HB

Harshad Borawake

Mr. Harshad Borawake has experience of 23 years. Manages 30 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹2,627 Cr Holds a B.E. degree.

Team

76 years

Combined Team Experience

AUM

₹ 5,253 Cr

Assets Under Management

BB
Basant Bafna
Co-Portfolio Manager

Mr. Basant Bafna has experience of 16 years. Manages 73 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹2,627 Cr

Firm OverviewFirm Overview

Total AUM₹2,17,680.38 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.72%
Exit Load1

iconRegulatory & Tax Information

INF769K01EI5
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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