Mirae Mutual Fund

Mirae Asset Large Cap Fund

By Rajendra

Apr 20, 2023

Scheme Analysis

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

Mirae Asset Large Cap Fund

Top 5 Holding

HDFC Bank

ICICI Bank

Reliance

Infosys

Axis Bank

11.05

9.19

8.10

7.10

4.99

Total  -  40.43

Invests > 80% in large cap stocks (Top 100 companies by market capitalization).

Investment Strategy

Bank

IT

Petroleum

Top 5 Sector

29.23

12.27

8.53

5.58

5.34

Consumer Durable

Finance

Aims to combine consistency of large caps with few conviction midcap ideas (upto a max of 20%).

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on 3 Apr . 2023

1 Year

3 Year

5 Year

Period

Returns

-0.98%

25.44%

11.31%

Fund has flexibility to invest across sectors and themes.

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,874

41,827

75,833

Returns

-1.94%

11.00%

11.26%

Monthly SIP of 1,000

Mirae Asset Large Cap Fund

scheme tries to identify companies which have sustainable competitive advantage