Mirae Asset India Opportunities Fund (Equity, Large Cap)

46.85
17.39%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.44%
9 yrs 8 months04 Apr 2008
₹ 5231.82 Cr17 Nov 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.

Scheme Documents

TenureReturns (CAGR)
YTD
33.99
1 Month
1.94
3 Month
6.47
1 YR
34.68
2 YR
22.56
3 YR
14.73
TenureReturns (CAGR)
1 YR
30.81
2 YR
26.67
3 YR
20.21
5 YR
22

Portfolio

Company Name% Assets
HDFC Bank Ltd.8
ICICI Bank Ltd.5.87
State Bank of India3.94
Housing Development Finance Corpn. Ltd.3.94
Infosys Ltd.3.9
Larsen & Toubro Ltd.3.87
Maruti Suzuki India Ltd.3.79
Reliance Industries Ltd.3.4
Tata Steel Ltd.3.39
Grasim Industries Ltd.3.35

Top Sectoral Holdings

Sector Name% Assets
Financial32.88
Energy9.92
Automobile8.78
Metals6.36
FMCG6.35
Technology6.13
Healthcare5.05
Services4.86
Construction4.53
Diversified3.35

Indicators

Portfolio turnover ratio53
Standard Deviation13.74%
Beta0.99%
Sharpe Ratio0.81

Neelesh Surana,Harshad Borawake

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