Rating:
3
Aum
₹9,595.71 Cr
Expense Ratio
1.93%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹99.00
Launch Date
29 Jul 2015
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.01% | -- |
| 3 Months | -3.58% | -- |
| 6 Months | -0.67% | -- |
| 1 Year | -1.38% | -1.38% |
| 2 Years | -- | +0.54% |
| 3 Years | +28.28% | +8.66% |
| 5 Years | +43.46% | +7.48% |
| Since Launch | +221.44% | +10.98% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 541.88 | 5.65 |
| ICICI Bank | 481.36 | 5.02 |
| State Bank of India | 402.80 | 4.20 |
| Treps | 358.81 | 3.74 |
| Reliance Industries | 329.74 | 3.44 |
| Bharti Airtel | 284.11 | 2.96 |
| AXIS Bank Ltd | 244.70 | 2.55 |
| Laurus Labs | 189.56 | 1.98 |
| Torrent Pharmaceuticals Ltd | 188.92 | 1.97 |
| Shriram Finance | 163.13 | 1.70 |
Rating:
3
Risk
Return
0.27
Sharpe Ratio
11.76%
Std. Deviation
2.74%
Tracking Error
-0.27%
Alpha
1.10
Beta
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Kotak Aggressive Hybrid Regular Growth | -2.03% | +10.26% | +9.37% |
| Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth | -1.38% | +8.66% | +7.48% |
| Canara Robeco Aggressive Hybrid Fund Growth | -3.25% | +8.45% | +7.1% |
| DSP Aggressive Hybrid Fund Growth | -7.01% | +7.57% | +6.55% |
| Sundaram Aggressive Hybrid Fund Growth | -6.45% | +6.61% | +5.83% |
Results are calculated on CAGR basis
The investment objective of the Scheme is to generate capital appreciation along with current income from a combined portfolio of predominantly investing in equity & equity related instruments and balance in debt and money market instruments. The Scheme does not guarantee or assure any returns.
The Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth has an AUM of 9595.71 crores & has delivered CAGR of 7.48 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.93%. The minimum investment in Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth is Rs 5000 and the minimum SIP is Rs 99.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, State Bank of India, Treps.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming, Consumer Financial Services.
Some of the similar funds are Kotak Aggressive Hybrid Regular Growth, Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth, Canara Robeco Aggressive Hybrid Fund Growth, DSP Aggressive Hybrid Fund Growth, Sundaram Aggressive Hybrid Fund Growth. Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth has a sharpe ratio of 0.27 & a standard deviation of 11.76%.
According to the morning star rating Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth has a Medium risk & Moderate return.
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth is managed by Vrijesh Kasera,Harshad Borawake,Basant Bafna.
The expense ratio of Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth is 1.93%.
The 5 year annualized return on Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth is 7.48% & it has generated -1.38% in the last 1 year.
The minimum investment in Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth is 5000 Rs.
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth has an AUM of 9595.71 crores.
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