Mirae Asset Small Cap IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.0%
Sharpe Ratio0.28
Beta0.81
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Welspun Corp LtdCapital Goods2.86%
TrepsUtilities2.82%
Kirloskar Oil Engines LtdCapital Goods2.53%
Bluestone Jewellery And Lifestyle LtdConsumers2.33%
Dr. Lal PathLabs LtdServices2.30%
Karur Vysya Bank LtdFinancial Services2.14%
GNG Electronics LtdTechnology1.89%
K.P.R. Mill LtdConsumers1.88%
Kusumgar LtdConsumers1.88%
Voltamp Transformers LtdCapital Goods1.87%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
VG
Varun Goel
Lead Portfolio Manager
Mr. Varun Goel has experience of 3 years. Manages 18 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹3,436 Cr
3 years
Combined Team Experience
₹ 3,436 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)2.14%
Regulatory & Tax Information
INF769K01NI6
ISINDailyDealing Frequency
Nifty Smallcap 250 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)