Mirae Asset Focused 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

Mirae Asset Focused Fund Growth invests in high-quality Indian companies with strong fundamentals.

What This Strategy Does

Mirae Asset Focused Fund Regular Growth is an India Fund Focused Fund equity strategy which captures India's broad-based earnings growth opportunity through a concentrated portfolio approach, deploying capital across financials, consumer cyclicals, and technology sectors to achieve benchmark-aligned compounding.

Performance and Risk Analysis

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

Fund Performance

-3.9% AnnuallyAlpha

+12.9% vs +10.2% benchmarkSince Inception

+6.6% vs +5.7% benchmark3Y Annualized

+3.5% vs +4.7% benchmark5Y Annualized

Mirae Asset Focused Gr

Benchmark Index

Benchmark Performance Comparison

Mirae Asset Focused 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

Standard Deviation20.1%

Maximum Drawdown-15.9% | Oct 2024

Sharpe Ratio-0.17

Beta1.11

Upside Capture75%

Strategy Details

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

Core Investment Theme

Provides concentrated exposure to India's most resilient businesses across market cycles. This focused approach aims to deliver stability by investing in companies with sustainable competitive advantages, strong balance sheets, and the ability to compound earnings steadily.

Portfolio Holdings Overview

SectoralAllocation

Utilities3.25%

Financial Services30.36%

Consumers21.81%

Capital Goods13.15%

Energy & Infra8.94%

Services10.76%

Technology11.73%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services9.05%

HDFC Bank LtdFinancial Services8.12%

One97 Communications LtdTechnology5.54%

TrepsUtilities5.42%

Bharti Airtel LtdServices5.34%

Reliance Industries LtdEnergy & Infra4.59%

Infosys LtdTechnology4.38%

Life Insurance Corporation of IndiaFinancial Services4.31%

Maruti Suzuki India LtdConsumers3.83%

Eternal LtdConsumers3.57%

Fund House Management

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

Fund Manager Track Record

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

Gaurav Misra

Co-Portfolio Manager

Mr. Gaurav Misra has experience of 18 years. Manages 12 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹49,768 Cr

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.

20 years

Combined Team Experience

₹ 53,204 Cr

Assets Under Management

Firm 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.

Costs and Fees

Total Expense Ratio (TER)2.15%

Exit Load1

Regulatory & Tax Information

INF769K01ES4

ISIN

DailyDealing Frequency

BSE 500 India TR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)