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 IDCW Reinvest (DR)
₹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 Mar
Top holdings
Treps
6.5%
7.18% Govt Stock 2033
5.6%
HDFC Bank Ltd
4.7%
7.38% Govt Stock 2027
4.6%
ICICI Bank Ltd
3.7%
State Bank of India
3.4%
Reliance Industries Ltd
2.8%
Larsen & Toubro Ltd
2.5%
Infosys Ltd
2.4%
Axis Bank Ltd
1.9%
Top industry exposure
Financial Services
22.0%
Consumer Cyclical
8.2%
Basic Materials
6.8%
Industrials
6.7%
Technology
5.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
271%
Lock-in period
-
Exit load
• 1% for redemption within 365 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.