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Mirae Asset Flexi Cap  Gr

Mirae Asset Flexi Cap Gr

All Cap
Diversified
Equity
India Super Value
Others
Emotionally driven
Investor Profile
1–7 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
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Mirae Asset Flexi Cap Fund Growth invests across all company sizes in India for flexible growth.

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What This Strategy Does

Mirae Asset Flexi Cap Reg Gr is an equity flexi-cap fund which captures India's ₹200 trillion consumption and digital economy opportunity through a multi-cap portfolio construction approach, deploying capital across financials, industrials, and healthcare to achieve broad-based earnings growth.

Performance and Risk Analysis

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

Fund Performance

Fund Performance

0.3% AnnuallyAlpha
+0.0% vs +0.0% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Mirae Asset Flexi Cap Gr
Benchmark Index
Fund Performance

Benchmark Performance Comparison

Mirae Asset Flexi Cap Fund
NIFTY 50
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile

Risk Profile

Standard Deviation16.3%
Maximum Drawdown-18.0% | Oct 2024
Sharpe Ratio-0.05
Beta0.93
Upside Capture97%

Strategy Details

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

Core Investment Theme

Core Investment Theme

Delivers flexibility that matters during market transitions. By investing across capitalizations without constraints, this approach allows fund managers to rotate capital toward the best risk-reward opportunities—whether that's defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. The impact is adaptability that can smooth portfolio returns across varying market conditions. Suitable for investors seeking a dynamic, all-weather approach.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Capital Goods18.92%
Services16.69%
Financial Services32.79%
Utilities2.35%
Technology6.27%
Energy & Infra8.09%
Consumers14.88%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
ICICI Bank LtdFinancial Services5.81%
HDFC Bank LtdFinancial Services5.64%
Reliance Industries LtdEnergy & Infra4.16%
State Bank of IndiaFinancial Services2.60%
Bharti Airtel LtdServices2.34%
Axis Bank LtdFinancial Services2.28%
Larsen & Toubro LtdCapital Goods2.04%
Infosys LtdTechnology1.94%
Mahindra & Mahindra LtdConsumers1.92%
Divi's Laboratories LtdServices1.72%

Fund House Management

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

Fund Manager Track Record

Fund Manager Track Record

VG

Varun Goel

Lead Portfolio Manager

Mr. Varun Goel has experience of 2 years. Manages 18 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹3,436 Cr

CW Expert Take
CW Expert Take

Mirae Asset brings global investment expertise to Indian markets. Their strength lies in thematic research and identifying structural growth trends early. The fund house combines quantitative frameworks with fundamental analysis, creating disciplined yet opportunistic strategies across market caps and asset classes.

Team

2 years

Combined Team Experience

AUM

₹ 3,436 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCMirae Asset Investment Managers (India) Private Limited
Total AUM₹2,17,680.38 Cr
Investment Professionals49+
Global Offices250 Cities

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)1.62%
Exit Load1

iconRegulatory & Tax Information

INF769K01JG8
verified
ISIN
DailyDealing Frequency
BSE 500 India TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)
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