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  2. Mirae Asset Great Consumer Fund - Regular Plan - Growth option

Mirae Asset Great Consumer Fund - Regular Plan - Growth option

Category: Equity: Thematic-Consumption
Launch Date: 29-03-2011
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.7% As on (30-06-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 437.91 Cr As on (31-07-2018)
Turn over: 39%
NAV as on 20-08-2018

35.408

0.04 (0.1271%)

CAGR Since Inception

18.63%

S&P BSE 200 TRI 13.03%

PERFORMANCE of Mirae Asset Great Consumer Fund - Regular Plan - Growth option

Scheme Performance (%)

Data as on - 20-08-2018

Yearly Performance (%)

Fund Managers

Ms. Bharti Sawant, Mr. Ankit Jain

Ms. Sawant is an M.S. Finance ( ICFAI Hyderabad ), CFA and B.Com. Prior to joining Mirae AMC in September 2013, She was associated with Sushil Finance Securities Pvt. Ltd., Latin Manharlal Securities Pvt. Ltd. and Kabu Shares and Stocking Pvt. Ltd. for Financial Analysis and Research.

Investment Objective

The scheme seeks to generate long term capital appreciation through an actively managed portfolio investing in equity and equity related securities of companies that are likely to benefit either directly or indirectly from consumption led demand in India/China.

RETURNS CALCULATOR for Mirae Asset Great Consumer Fund - Regular Plan - Growth option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Mirae Asset Great Consumer Fund - Regular Plan - Growth option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 13.63 1.08 2.02 1.05 - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION of Mirae Asset Great Consumer Fund - Regular Plan - Growth option

Period
Data as on - 20-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 20.9 21.39 16.87 22.65 0.0
Tata India Consumer Fund-Regular Plan-Growth 28-12-2015 27.85 31.12 0.0 0.0 0.0
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH 14-07-1999 22.04 19.15 17.42 19.09 0.0
UTI India Lifestyle Fund - Regular Plan - Growth Option 30-07-2007 19.41 15.95 11.31 17.11 13.4
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 16.85 18.57 15.19 23.79 0.0
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 13.76 16.42 14.28 24.06 17.96
Reliance Consumption Fund-Growth Plan-Growth Option 30-09-2004 10.69 5.66 8.02 15.37 10.99
Sundaram Rural and Consumption Regular Growth 12-05-2006 6.99 14.34 17.07 25.34 13.23

PORTFOLIO ANALYSIS of Mirae Asset Great Consumer Fund - Regular Plan - Growth option

Asset Allocation (%)

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