Mirae Asset Short Duration Regular Growth
Debt
India Debt Liquid Market
Liquid
Others
Aggressive growth
Investor Profile1–3 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Mirae Asset Short Duration Growth invests in short-term bonds, balancing safety with modest growth.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-0.8% AnnuallyAlpha
+6.2% vs +10.5% benchmarkSince Inception
+6.6% vs +6.3% benchmark3Y Annualized
+5.6% vs +6.5% benchmark5Y Annualized
Mirae Asset Short Duration Regular Growth
Benchmark Index
Benchmark Performance Comparison
Mirae Asset Short Term Fund
FD Returns
Risk Profile
Standard Deviation1.2%
Sharpe Ratio1.75
Beta1.38
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities13.90%
7.32% Govt Stock 2030Utilities7.03%
6.79% Govt Stock 2034Utilities5.74%
Godrej Industries LimitedUtilities5.45%
Hindustan Petroleum Corporation LimitedUtilities4.57%
Bajaj Finance LimitedUtilities4.47%
Tata Capital Housing Finance LimitedUtilities4.45%
Kotak Mahindra Bank LimitedUtilities4.26%
National Bank For Agriculture And Rural DevelopmentUtilities4.04%
Small Industries Development Bank Of IndiaUtilities3.63%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.12%
Regulatory & Tax Information
INF769K01DU2
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)