Mirae Asset Equity Allocator FoF Direct Growth

Equity
Large Cap
Very High Risk
14.39%
3Y annualised
-1.73% 1D
1M
6M
1Y
3Y
All
NAV: 22 Oct 2024₹24.56
Min. SIP amount₹99
Rating4
Fund size₹896.97Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA32.6%14.4%24.6%
Category averageNA35.4%13.9%NA
Rank with in categoryNA4429NA
Understand terms

Holdings (3)

NameSectorInstrumentAssets
NAMutual Fund64.01%
NAMutual Fund19.90%
NAMutual Fund16.10%

Pros and cons

Category: Equity Large Cap

Pros

Lower expense ratio: 0.03%
3Y annualised returns higher than category average by 0.46%

Cons

1Y annualised returns lower than category average by 2.78%

Expense ratio, exit load and tax

Expense ratio: 0.03%

Inclusive of GST

Exit load

Exit load of 0.05% if redeemed within 5 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹99

Fund management

Bharti Sawant
Sep 2020 - Present
View details

Education
Ms. Sawant is an M.S. Finance ( ICFAI Hyderabad ), CFA and B.Com.
Experience
Prior to joining Mirae Asset Mutual Fund, 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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No.606 - 6th Floor,Windsor Building - Off. CST Road,Kalina, Santacruz (East), Mumbai 400098
Phone
022-67800301 / 1800-2090-777
Launch Date
30 Nov 2007
E-mail
NA
Mirae Asset Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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