Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Mirae Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Cash Offset For Derivatives
14.2%
Treps
5.8%
HDFC Bank Ltd
5.5%
7.18% Govt Stock 2033
4.0%
Power Finance Corporation Limited - NCD & Bonds
3.3%
ICICI Bank Ltd
3.0%
National Bank For Agriculture And Rural Development - NCD & Bonds
2.8%
Bharti Airtel Ltd
2.5%
State Bank of India
2.4%
Reliance Industries Ltd
2.3%
Top industry exposure
Financial Services
20.8%
Basic Materials
7.9%
Consumer Cyclical
7.6%
Industrials
5.7%
Technology
5.6%
Other information
Minimum SIP
₹99
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
293%
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund objective
The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives. However, there is no assurance or guarantee that the investment objective of the scheme will be realized.