The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. The Scheme does not assure or guarantee any returns. There is no assurance that the investment objective of the scheme will be achieved.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Dec 15, 2018
9.8
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.5 %
Expense Ratio
1.73%
Volatility
5.04 %
Fund House
Mirae Asset Mutual Fund
Fund Manager
Mr. Harshad Borawake, Mr. Vrijesh Kasera, Ms. Bharti Sawant, Mr. Basant Bafna
I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP-in) on or before completion of 90 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 90 days from the date of allotment shall be subject to the following exit load: (Redemption of units would be done on First in First Out Basis (FIFO)): -If redeemed within 90 days from the date of allotment: 1% -If redeemed after 90 days from the date of allotment: NIL. II. Other Redemptions: For Investors who have not opted for SWP under the plan (including Switch out, STP out): -If redeemed within 90 days from the date of allotment: 1% -If redeemed after 90 days from the date of allotment: NIL
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.