Mirae Asset Large Cap Fund

Mirae Mutual Fund

By Rajendra Apr 20, 2023 Scheme Analysis

Mirae Asset Large Cap Fund

[{"selector":"#anim-ed743ded-4f3d-4ea8-921b-3a28fc958a36","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] Category Large Cap Inception Apr 4, 2008 Benchmark Nifty 100 Scribbled Arrow AUM - 32,851 Cr Fund Manager Gaurav Mishra & Gaurav Khandelwal Thick Brush Stroke

Top 5 Holding

HDFC Bank ICICI Bank Reliance Infosys Axis Bank 11.05 9.19 8.10 7.10 4.99 Total - 40.43

Investment Strategy

[{"selector":"#anim-e29faaac-4125-4476-a000-44667622c05e","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-196d3f43-c543-4169-b299-7f2f161ef169","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Invests > 80% in large cap stocks (Top 100 companies by market capitalization).

Top 5 Sector

Bank IT Petroleum 29.23 12.27 8.53 5.58 5.34 Consumer Durable Finance

[{"selector":"#anim-d04426f6-d9a5-4c0f-a937-abe39915f442","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-bf16ec62-a03e-43f1-94ab-c0574875f9b8","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Aims to combine consistency of large caps with few conviction midcap ideas (upto a max of 20%).

Scheme Performance

[{"selector":"#anim-dab70e5d-7810-4723-8231-55e5c3fa936b","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9c880902-70a2-4af8-9b53-843cc04990cc","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-16dd772a-db1e-4a89-9b27-eec59a611732","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Exit Load Upto 1 Year - 1.00% Scribbled Arrow As on 3 Apr . 2023 1 Year 3 Year 5 Year -0.98% 25.44% 11.31%

[{"selector":"#anim-5e05849b-1542-4a1c-b775-c6678cbcfbcf","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-a5a1596e-c83b-40b0-9419-a32db1159c8e","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund has flexibility to invest across sectors and themes.

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 11,874 41,827 75,833 -1.94% 11.00% 11.26% Monthly SIP of 1,000

[{"selector":"#anim-2d327ff3-e617-4aa3-8f54-47717e433e6f","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-da90f76d-e7a8-4d01-80f7-dd42cacbd579","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] scheme tries to identify companies which have sustainable competitive advantage

Mirae Mutual Fund

Mirae Asset Large Cap Fund