Mirae Asset Emerging Bluechip Fund The Best Performing Scheme in India Since Last 5 Years
Fund Details Category:
Equity: Large & MidCap
Assets:
Rs 7,617 crore (As on May 31, 2019)
Expense:
2.00% (As on May 31, 2019)
Fund House:
Mirae Asset Mutual Fund
Launch Date:
9-Jul-10
Benchmark:
NIFTY Large Midcap 250 TRI
Exit Load (%)
1% for redemption within 365 days
Fund Manager(s)
Neelesh Surana, Ankit Jain
Why to Invest? • It is one of the best mutual funds in India.
• It has an achievement of providing the highest trailing returns for 5 years. • Highest returns have been grabbed by the scheme in the positive market trends. • Negative cycles and downsides have been least effective on NAV of Mirae Asset Emerging Bluechip Fund. • It is one of the most chosen schemes in recent years.
Fund's Objective Invest in the best large and mid cap companies in India
Deliver consistent gains to all the investors
Deliver high long term capital gains to investors.
To take reasonable risk and maintain best risk to reward ratio.
Where Does it Invest? • The fund managers invest nearly equal proportion in mid and large-cap stocks. • The portfolio of Mirae Asset Emerging Bluechip Fund involves aggressive stocks but consistent performing stocks are highly chosen. • Growth oriented investment style is followed but attractive valuations with high growth potential are also targeted. • The portfolio is well balanced with reasonable allocation in aggressive and defensive stocks.
Market Allocation 6.65
37.5
40.69
15.16
Giant (%)
Large (%)
Mid (%)
Small (%)
Top Holdings Company
Sector
% Assets
HDFC Bank
Financial
5.99
ICICI Bank
Financial
5.85
Axis Bank
Financial
4.1
Tata Global Beverages
FMCG
3.21
Bharat Financial Inclusion
Financial
3.13
Reliance Industries
Energy
3.04
Tata Steel
Metals
2.94
State Bank of India
Financial
2.88
Voltas
Cons Durable
2.85
Infosys
Technology
2.82
Performance Details 90.00% 80.00% 70.00% 60.00% 50.00% 40.00% 30.00%
20.00% 10.00% 0.00% 2019
2018
2017
2016
-10.00% -20.00% This Fund
Nifty 50
Nifty 100
Category Average
2015
2014
Fund Managers
Mr Neelesh Surana
Mr Ankit Jain
BE, MBA (Finance)
B.Tech, MBA(Finance)
Cheif Investment Officer
Fund Manager
• Mr Surana has been handling the portfolio of Mirae Asset Emerging Bluechip Fund since inception in 2010. • Both the fund managers are highly experienced and have previously worked with reputed financial firms.
Who Should Invest? • Mirae Asset Emerging Bluechip Fund is ideal for those who seek long term capital gains from a moderate to aggressive portfolio. • Most chosen by investors who seek the best performing equity mutual funds in India.
• Mirae Asset Mutual Fund only allows investment through SIP in Mirae Asset Emerging Bluechip Fund due to tremendous inflow of investment. • It has the best risk to reward ratio in the large and mid-cap category.
• Investors with very low risk appetite must not invest.
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Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 12-6-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.