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Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth

(Erstwhile Mirae Asset Prudence Fund)

Category: Hybrid: Aggressive
Launch Date: 05-07-2015
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.01% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 2,297.13 Cr As on (31-07-2019)
Turn over: 227%
NAV as on 18-09-2019

14.284

0.06 (0.392%)

CAGR Since Inception

8.97%

NIFTY 50 TRI 13.11%

PERFORMANCE of Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth

Scheme Performance (%)

Data as on - 18-09-2019

Yearly Performance (%)

Fund Managers

Mr. Neelesh Surana, Mr. Mahendra Kumar Jajoo, Mr.. Sudhir Kedia

Mr. Surana is B.E (Mechanical) and MBA in Finance. Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd.

Investment Objective

The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments.

RETURNS CALCULATOR for Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth

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 Hybrid-Equity Fund -Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth - - 1.33 1.2 6.77 8.98
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth

Period
Data as on - 18-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 05-07-2015 1.39 3.39 8.59 0.0 0.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 5.9 4.85 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 5.06 0.0 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 4.23 5.29 8.09 9.64 11.43
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 3.88 0.0 0.0 0.0 0.0
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 3.32 3.96 5.05 4.65 6.83
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 2.05 1.91 6.15 9.28 10.57
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 1.08 2.82 7.1 8.7 11.87
Essel Equity Hybrid Fund - Regular Plan - Growth 23-04-2018 0.18 0.0 0.0 0.0 0.0
Kotak Equity Hybrid - Growth 01-11-2014 0.01 1.03 4.78 0.0 0.0

PORTFOLIO ANALYSIS of Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth

Asset Allocation (%)

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