MIRAE ASSET TAX SAVER FUND (Equity, Tax Planning)

14.91
27.39%
NA
NA
Capital Appreciation
Long Term Horizon
Moderately High
2.60%
1 yrs 8 months28 Dec 2015
₹ 506.75 Cr21 Aug 2017

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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
29.17
3 Month
5.12
1 YR
26.87
TenureReturns (CAGR)
1 YR
29.7

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.93
ICICI Bank Ltd.5.62
Grasim Industries Ltd.3.86
Kotak Mahindra Bank Ltd.3.7
Indusind Bank Ltd.3.57
Tata Steel Ltd.3.23
Maruti Suzuki India Ltd.3.22
Havells India Ltd.3.13
Larsen & Toubro Ltd.2.91
State Bank of India2.76

Top Sectoral Holdings

Sector Name% Assets
Financial29.95
Automobile9.6
Healthcare7.61
Chemicals6.8
FMCG6.04
Metals5.93
Engineering5.68
Services5.67
Energy5.44
Diversified3.86

Indicators

Portfolio turnover ratio117

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.
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