Mirae Asset Equity Savings Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.80
• Std Deviation 5.45%
• Tracking Error 0.00%

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. The Scheme does not assure or guarantee any returns.

The Mirae Asset Equity Savings Fund Regular Growth has an AUM of 1732.38 crores & has delivered CAGR of 10.98% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.36%. The minimum investment in Mirae Asset Equity Savings Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 99.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include Cash Offset For Derivatives, HDFC Bank, Hindalco Industries Ltd. (Md 15/01/2026)** & Treps.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Construction Services.

Some of the similar funds are Edelweiss Equity Savings Fund Regular Growth, Sundaram Equity Savings Fund Growth, HDFC Equity Savings Fund Growth, Mirae Asset Equity Savings Fund Regular Growth, DSP Equity Savings Fund Regular Plan Growth. Mirae Asset Equity Savings Fund Regular Growth has a sharpe ratio of 0.80 & a standard deviation of 5.45%.