Mirae Asset Great Consumer Regular Growth

• Alpha 4.15%
• Beta 1.02
• Sharpe Ratio1.49
• Std Deviation 12.38%
• Tracking Error 8.12%

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns.

The Mirae Asset Great Consumer Regular Growth has an AUM of 2589.47 crores & has delivered CAGR of 15.74% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.95%. The minimum investment in Mirae Asset Great Consumer Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

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

The top holdings of the fund include ITC, Hindustan Unilever, Bharti Airtel & Titan Company.

The major sectors where the fund is invested are Personal & Household Prods., Tobacco, Auto & Truck Manufacturers & Regional Banks.

Some of the similar funds are SBI Consumption Opportunities Fund Regular Plan Growth, Mirae Asset Great Consumer Regular Growth, Aditya Birla Sun Life India GenNext Fund Growth, Tata India Consumer Fund Regular Growth, Sundaram Consumption Fund Growth. Mirae Asset Great Consumer Regular Growth has a sharpe ratio of 1.49 & a standard deviation of 12.38%.