Mirae Asset Small CapIDCW-P
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
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
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
Total AUM₹2,17,680.38 Cr
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)