MIRAE ASSET TAX SAVER FUND (Equity, Equity Tax Saving)

16.54
29.33%
NA
NA
Capital Appreciation
Long Term Horizon
Moderately High
2.54%
1 yrs 12 months28 Dec 2015
₹ 656.31 Cr11 Dec 2017

Similar Funds

RELIANCE TAX SAVER (ELSS) FUND
  • Return (CAGR) 16.76%
  • Crisil Ranking 3
  • Value Research
Axis Long Term Equity Fund
  • Return (CAGR) 19.28%
  • Crisil Ranking 3
  • Value Research
BSL Tax Relief'96 Fund- (ELSS U/S 80C Of IT ACT)
  • Return (CAGR) 25.96%
  • Crisil Ranking 2
  • Value Research NA
Principal Tax Savings Fund
  • Return (CAGR) 17.58%
  • Crisil Ranking 2
  • Value Research
DSP BlackRock Tax Saver Fund
  • Return (CAGR) 15.30%
  • Crisil Ranking 3
  • Value Research
Franklin India TAXSHIELD
  • Return (CAGR) 23.94%
  • Crisil Ranking 3
  • Value Research
HDFC TaxSaver
  • Return (CAGR) 26.98%
  • Crisil Ranking 4
  • Value Research
ICICI Prudential Long Term Equity Fund (Tax Saving)
  • Return (CAGR) 21.41%
  • Crisil Ranking 5
  • Value Research
SBI Magnum Tax Gain Scheme
  • Return (CAGR) 17.37%
  • Crisil Ranking 5
  • Value Research
Baroda Pioneer ELSS 96 - Plan A
  • Return (CAGR) 13.40%
  • Crisil Ranking NA
  • Value Research NA
UTI-Long Term Equity Fund Tax Saving
  • Return (CAGR) 15.63%
  • Crisil Ranking 4
  • Value Research
Motilal Oswal MOSt Focused Long Term Fund
  • Return (CAGR) 21.73%
  • Crisil Ranking NA
  • Value Research NA

Minimum Investment

  • ₹ 500.00 for Lumpsum

Exit Load

Investment Objective

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Scheme Documents

TenureReturns (CAGR)
YTD
43.30
1 Month
1.75
3 Month
5.92
1 YR
40.43
TenureReturns (CAGR)
1 YR
35.27

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.22
ICICI Bank Ltd.6.29
State Bank of India4.34
Tata Global Beverages Ltd.4.27
Indusind Bank Ltd.4.2
Infosys Ltd.4.07
Raymond Ltd.3.65
Tata Steel Ltd.3.43
Larsen & Toubro Ltd.3.19
Grasim Industries Ltd.3.18

Top Sectoral Holdings

Sector Name% Assets
Financial31.4
Automobile9.43
FMCG7.98
Healthcare7.39
Construction6.74
Chemicals5.74
Services5.62
Metals5.61
Engineering5
Energy4.14

Indicators

Portfolio turnover ratio95

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.
© CRISIL Limited 2017. All Rights Reserved