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Mirae Asset Tax Saver Fund-Regular Plan-Growth

Category: Equity: ELSS
Launch Date: 05-12-2015
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.19% As on (30-06-2019)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,201.51 Cr As on (30-06-2019)
Turn over: 57%
NAV as on 19-07-2019

17.519

-0.29 (-1.6611%)

CAGR Since Inception

16.98%

S&P BSE 200 TRI 11.79%

PERFORMANCE of Mirae Asset Tax Saver Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 19-07-2019

Yearly Performance (%)

Fund Managers

Mr. Neelesh Surana

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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

RETURNS CALCULATOR for Mirae Asset Tax Saver 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 Tax Saver Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mirae Asset Tax Saver Fund-Regular Plan-Growth - - 9.9 1.04 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Mirae Asset Tax Saver Fund-Regular Plan-Growth

Period
Data as on - 19-07-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 9.0 7.51 16.37 0.0 0.0
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 7.59 4.69 11.16 0.0 0.0
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 7.27 5.58 12.24 10.67 14.46
Kotak Tax Saver-Scheme-Growth 23-11-2005 7.15 3.83 10.5 12.71 12.35
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 5.82 3.81 10.04 11.87 14.88
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 4.93 7.2 11.12 9.99 13.91
SBI Magnum Taxgain Scheme 1993 - Regular Plan- Growth 31-03-1993 4.37 0.31 6.21 7.97 11.56
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 4.3 2.19 7.18 9.84 13.61
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 4.09 5.72 8.79 9.73 15.5
HDFC TaxSaver-Growth Plan 05-03-1996 3.19 0.21 8.37 7.23 12.91

PORTFOLIO ANALYSIS of Mirae Asset Tax Saver Fund-Regular Plan-Growth

Asset Allocation (%)

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