Download Mobile Apps
-
Mutual Funds
-
Genius
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
Your investor personality
Adventurer
You confirm that you have seen and understood your investor personality by entering the OTP.
刀塔2开盘平台
NAV as of ( Sep 09, 2022 )
₹ 25.15 0.16 % 1-D Change
Returns
13.8% p.a.
You get upto 1.38% extra returns
ET Money's Fund Report Card - Mirae Asset Hybrid Equity Fund
ET Money Rank
18
Out of 30
Performance Quality
Good
Generated returns consistently
3/5
Increased returns for each unit of additional risk
3/5
Downside Protection
Very Good
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
4/5
-
Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | 18 Out of 30 |
| VRO Rating | |
| Expense ratio | 0.41% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 7,053 Crs |
| Lock-in | No Lockin |
| Age | 7 yrs 2 m Since Jul 08, 2015 |
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Mirae Asset Hybrid Equity Fund
Mirae Asset Hybrid Equity Fund Direct-Growth is a Aggressive Hybrid mutual fund scheme from
Mirae Asset Mutual Fund
. This fund has been in existence for 7 yrs 2 m, having been launched on 08/07/2015. Mirae Asset Hybrid Equity Fund Direct-Growth has ₹7,053 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.41%, which is less than what most other
Aggressive Hybrid
funds charge. Currently, the fund has a 72.27% allocation to equity and 22.22% to Debt.
.....
- Mirae Asset Hybrid Equity Fund Direct-Growth returns of last 1-year are 3.64%. Since launch, it has delivered 13.83% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Mirae Asset Hybrid Equity Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
- The fund's equity portion is primarily invested in Financial, Technology, Energy, Automobile, Healthcare sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
- The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
- The fund's top 5 holdings are in GOI, ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd., HDFC Bank Ltd..
Find your investor personality!
Answer a few simple questions and understand why you take the financial decisions you do.
Investment Returns Calculator
Total investment
Invested
Profit
Current value of investment
| Total value | Profit |
|
|
|---|---|---|---|
|
This fund
|
|||
|
Category Average
|
|||
|
Bank FD
|
|||
|
Gold
|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 53.51%
Mid Cap 9.57%
Small Cap 9.19%
Other Cap 0%
Allocation by Sector
Financial 24.4%
Technology 8.69%
Energy 7.95%
Automobile 5.94%
Top Debt Holdings
GOI 7.84%
Reserve Bank of India 2.81%
IIFL Finance Ltd. 0.86%
Sheba Properties Ltd. 0.7%
Allocation by Credit Quality
SOV 10.84%
AAA 6.74%
Cash & Call Money 5.51%
AA+ 1.94%
Allocation by Instruments
GOI Securities 7.57%
Debenture 6.62%
Repo 4.73%
Non Convertible Debenture 2.15%
Other Holdings
Others 4.45%
Comparison with aggressive hybrid Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Absolute Fund | 19.95% | ||
| ICICI Prudential Equity & Debt Fund | 14.88% | ||
| ICICI Prudential Thematic Advantage Fund (FOF) | 14.51% | ||
| Baroda BNP Paribas Aggressive Hybrid Fund | 13.84% | ||
| Canara Robeco Equity Hybrid Fund | 12.97% | ||
| Edelweiss Aggressive Hybrid Fund | 12.67% | ||
| Mirae Asset Hybrid Equity Fund | 12.62% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 1.09% | 2.01% | 30 / 31 |
| 3 months | 11.58% | 12.49% | 26 / 31 |
| 6 months | 6.05% | 7.17% | 23 / 31 |
| 1 year | 3.7% | 4.85% | 19 / 31 |
| 3 years | 17.42% | 17.81% | 13 / 29 |
| 5 years | 12.62% | 11.6% | 8 / 23 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Mirae Asset Hybrid Equity Fund
HYBRID AGGRESSIVE HYBRID
The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments.
- Std. Dev : 16.32
- Alpha : 1.82
- Beta : 0.88
- Sharpe : 0.84
- Sortino : 0.93
-
Mahendra Kumar Jajoo
Mr. Jajoo is a B.Com (H), CS, Chartered Accountant and CFA.
Prior to joining Mirae Asset Mutual Fund he was Director with AUM Capital Markets Ltd. and also been associated with organisations like PGIM India Mutual Fund, Tata Asset Management Company, BNP Paribas Asset Management India Pvt. Ltd., ABN Amro Securities India Pvt. Ltd. and ICICI Group.
-
Harshad Borawake
Mr. Borawake is MBA(Finance) & B.E.(Polymers)
Prior to joining Mirae Asset Mutual Fund, he has worked with Motilal Oswal Securities Ltd. as Vice President and Capmetrics & Risk Solutions Private Ltd. as Research Analyst - Equity.
-
Vrijesh Kasera
Mr. Kasera is a MBA (Finance), CFA (ICFAI).
Prior to joining Mirae Asset Mutual Fund, he was associated with Axis Capital Ltd. as an Equity Research Analyst. He has also been associated with Edelweiss Broking Ltd.
Mirae Asset Mutual Fund
TOTAL AUM:
₹1,02,384 Crs
As on Jun 30, 2022
- Phone: 022-67800301 / 1800-2090-777
-
Address: Unit No.606 - 6th Floor,
Windsor Building - Off. CST Road,
Kalina, Santacruz (East),
Mumbai, 400098
