Mirae Asset Equity allocator Fund Of Fund Regular Growth

Fund House: Mirae Asset Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 15-09-2020
Asset Class: Mixed Asset
Benchmark: NIFTY 200 TRI
TER: 0.11% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 722.32 Cr As on (31-05-2024)
Turn over: - | Exit Load: (i) if redeemed or switched out within 5 calendar days from the date of allotment: 0.05% (ii) if redeemed or switched out after 5 days from date of allotment: Nil

24.139

26.71%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 2 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in units of domestic equity ETFs. There is no assurance that the investment objective of the Scheme will be realized.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.57
Sharpe Ratio 0.91
Alpha 1.1
Beta 1.0
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 37.22 29.58 18.87 - -
HSBC Managed Solutions - Growth - Growth 30-04-2014 38.6 33.08 21.92 23.2 21.04
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 34.44 26.33 16.94 17.2 13.66
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 34.16 27.78 19.42 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 33.01 22.99 14.89 16.41 13.37
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 32.96 29.59 20.19 21.36 15.31
HSBC Managed Solutions - Moderate - Growth 30-04-2014 30.39 25.89 16.81 17.89 14.0
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 28.25 22.35 14.37 - -
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 27.08 21.44 16.95 12.95 11.08
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 26.92 20.73 13.94 14.29 11.31

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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