Mirae Mutual Fund

Mirae Asset Tax Saver Fund

By Rajendra

Nov 30, 2022

Scheme Analysis

Category 

ELSS

Inception

Dec 28, 2015

Benchmark

Nifty 500

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AUM  - 13,546 Cr

Fund Manager

Neelesh Surana

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Mirae Asset Tax Saver Fund

Flexibility to invest across market capitalization, theme and investment styles.

Investment Strategy

HDFC Bank

ICICI Bank

Reliance

Infosys

Axis Bank

8.08

7.06

6.31

5.40

5.07

Total  31.92

Diversified portfolio of strong growth companies at reasonable price.

Bank

IT

Petroleum

Top 5 Sector

25.72

10.35

7.61

5.63

4.44

Finance

Pharma

The investment approach is bottoms up approach: driven by value investing, in growth oriented businesse

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 31 Oct. 2022

1 Year

3 Year

5 Year

Period

Returns

-1.02%

18.83%

13.98%

a 3 year lock in providing tax benefit and growth of capital

Exit Load

Upto 12 Month- 1.00%

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As on 31 Oct. 2022

12,303

48,596

93,046

4.72%

20.50%

17.58%