Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Reg Growth
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 Etf Fof Reg Growth invests in stocks with positive price momentum for trend-based returns.
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated resilient benchmark-relative behavior, outperforming in 10 out of the past 12 years, highlighting its ability to deliver consistent earnings and downside protection across market cycles.
Differentiated Construction
The fund's differentiated construction, with a mid-cap bias and overweight positions in industrials and financials, coupled with select high-conviction holdings like Titan Company and Bajaj Finance, sets it apart from peers.
Cyclical Opportunity
Trading at a discount to historical valuations, the fund is well-positioned to benefit from potential catalysts like a capex revival and earnings momentum, though risks from rising rates and input costs warrant monitoring.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Prolonged economic slowdown in India could dampen consumer demand, impacting mid-cap stocks.
Liquidity Risk
High mid-cap concentration leaves fund vulnerable to liquidity shocks during volatility spikes.
Concentration Risk
Significant mid-cap tilt exposes fund to idiosyncratic risks in concentrated sectors/stocks.
Specific Strategy Risk
Regulatory changes impacting key sectors could disrupt earnings for concentrated holdings.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Captures India's dynamic small-cap universe, providing exposure to the nation's entrepreneurial energy before institutional capital discovers it. These high-growth companies offer immense wealth creation potential but demand patience through volatility cycles.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Ekta Gala
Ms. Ekta Gala has experience of 9 years. Manages 134 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹425 Cr Holds a B.A. degree.
12 years
Combined Team Experience
₹ 850 Cr
Assets Under Management
Akshay Udeshi
Co-Portfolio ManagerAkshay Udeshi has experience of 3 years. Manages 70 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹425 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.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Mirae Asset employs a disciplined investment approach focused on rigorous research.
Risk Management
The fund house emphasizes robust risk management through diversification and controls.
Long-Term Perspective
Mirae Asset maintains a long-term perspective in its investment decision-making.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)