Mirae Asset Flexi Cap Fund

Current Fund Size :

N.A.

₹16.13

NAV

20.21% p.a.

Overall Return

-1.37%

1-Day Change

0.49%

Expense Ratio

₹ 3,012 Cr

AUM (Fund Size)

2+ yrs

Fund Age

Investment Policy

Benchmark

NIFTY 500 TRI

Risk Level

High Risk

Min. Investment

SIP: ₹1000 & Lumpsum: ₹5000

Exit Load

1.0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

2 yrs 7 m since Feb 03, 2023

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 HDFC Bank Ltd. Financial Equity 6.30%
2 ICICI Bank Ltd. Financial Equity 4.65%
3 Reliance Industries Ltd. Energy Equity 3.98%
4 State Bank of India Financial Equity 2.92%
5 Bharti Airtel Ltd. Communication Equity 2.42%
6 Infosys Ltd. Technology Equity 2.41%
7 Axis Bank Ltd. Financial Equity 2.12%
8 CarTrade Tech Ltd. Services Equity 1.87%
9 TVS Motor Company Ltd. Automobile Equity 1.81%
10 Tata Consultancy Services Ltd. Technology Equity 1.73%
11 L&T Finance Ltd. Financial Equity 1.72%
12 Inventurus Knowledge Solutions Ltd. Services Equity 1.70%
13 Larsen & Toubro Ltd. Construction Equity 1.67%
14 Mahindra & Mahindra Ltd. Automobile Equity 1.65%
15 Mankind Pharma Ltd. Healthcare Equity 1.57%
16 Multi Commodity Exchange Of India Ltd. Services Equity 1.51%
17 Narayana Hrudayalaya Ltd. Healthcare Equity 1.47%
18 Havells India Ltd. Capital Goods Equity 1.42%
19 CG Power and Industrial Solutions Ltd. Capital Goods Equity 1.38%
20 SBI Life Insurance Company Ltd. Insurance Equity 1.38%
21 Cummins India Ltd. Capital Goods Equity 1.30%
22 Cholamandalam Financial Holdings Ltd. Financial Equity 1.27%
23 Hyundai Motor India Ltd. Automobile Equity 1.25%
24 Britannia Industries Ltd. Consumer Staples Equity 1.24%
25 Shriram Finance Ltd Financial Equity 1.24%
26 HDFC Asset Management Company Ltd. Financial Equity 1.23%
27 Welspun Corp Ltd. Metals & Mining Equity 1.23%
28 Divi's Laboratories Ltd. Healthcare Equity 1.22%
29 LTIMindtree Ltd. Technology Equity 1.22%
30 ITC Ltd. Consumer Staples Equity 1.20%
31 Ultratech Cement Ltd. Construction Equity 1.20%
32 Dr. Reddy's Laboratories Ltd. Healthcare Equity 1.12%
33 Supreme Industries Ltd. Chemicals Equity 1.07%
34 Sun Pharmaceutical Industries Ltd. Healthcare Equity 1.05%
35 Bank Of Baroda Financial Equity 1.04%
36 JK Cement Ltd. Construction Equity 0.99%
37 The Indian Hotels Company Ltd. Services Equity 0.96%
38 Steel Authority Of India Ltd. Metals & Mining Equity 0.94%
39 Zensar Technologies Ltd. Technology Equity 0.94%
40 Tech Mahindra Ltd. Technology Equity 0.93%
41 Hindustan Unilever Ltd. Consumer Staples Equity 0.93%
42 Interglobe Aviation Ltd. Services Equity 0.93%
43 JSW Energy Ltd. Capital Goods Equity 0.92%
44 DLF Ltd. Construction Equity 0.91%
45 Bharat Petroleum Corporation Ltd. Energy Equity 0.89%
46 Bajaj Finance Ltd. Financial Equity 0.87%
47 Jindal Steel Ltd. Metals & Mining Equity 0.87%
48 Deepak Nitrite Ltd. Chemicals Equity 0.87%
49 Godrej Consumer Products Ltd. Consumer Staples Equity 0.85%
50 Bharat Electronics Ltd. Capital Goods Equity 0.84%
51 Can Fin Homes Ltd. Financial Equity 0.81%
52 Krishna Institute of Medical Sciences Ltd Healthcare Equity 0.79%
53 Eternal Ltd. Services Equity 0.77%
54 Motherson Sumi Wiring India Ltd. Automobile Equity 0.76%
55 Varun Beverages Ltd. Consumer Staples Equity 0.73%
56 Schaeffler India Ltd. Capital Goods Equity 0.72%
57 General Insurance Corporation of India Insurance Equity 0.70%
58 PB Fintech Ltd. Services Equity 0.69%
59 Sobha Ltd. Construction Equity 0.66%
60 Cera Sanitaryware Ltd. Construction Equity 0.64%
61 Safari Industries (India) Ltd. Consumer Discretionary Equity 0.64%
62 Century Plyboards (India) Ltd. Consumer Staples Equity 0.63%
63 Hindalco Industries Ltd. Metals & Mining Equity 0.63%
64 Vedanta Ltd. Metals & Mining Equity 0.63%
65 Wonderla Holidays Ltd. Services Equity 0.63%
66 Neogen Chemicals Ltd. Chemicals Equity 0.61%
67 Titan Company Ltd. Consumer Discretionary Equity 0.60%
68 Syngene International Ltd. Healthcare Equity 0.60%
69 Tata Communications Ltd. Communication Equity 0.60%
70 Sai Life Sciences Ltd. Healthcare Equity 0.57%
71 Oil And Natural Gas Corporation Ltd. Energy Equity 0.54%
72 Tata Motors Ltd. Automobile Equity 0.51%
73 Coal India Ltd. Energy Equity 0.51%
74 Brigade Enterprises Ltd. Construction Equity 0.51%
75 Go Digit General Insurance Ltd. Insurance Equity 0.48%
76 Asian Paints Ltd. Chemicals Equity 0.47%
77 United Spirits Ltd. Consumer Staples Equity 0.44%
78 Tata Consumer Products Ltd. Consumer Staples Equity 0.42%
79 Onesource Specialty Pharma Ltd. Healthcare Equity 0.39%
80 Kotak Mahindra Bank Ltd. Financial Equity 0.39%
81 Cohance Lifesciences Ltd. Healthcare Equity 0.38%
82 HDB Financial Services Ltd. Financial Equity 0.38%
83 JNK India Ltd. Capital Goods Equity 0.36%
84 Praj Industries Ltd. Capital Goods Equity 0.33%
85 Anthem Biosciences Ltd. Healthcare Equity 0.03%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Mirae Asset Flexi Cap Fund -0.74% N.A. N.A. N.A. N.A. N.A. N.A. 3,012 Cr 2 yrs 7 m 0.49%
2 HDFC Flexi Cap Fund 3.62% 24.83% 29.91% 11.23 0.81 1.31 2.45 81,936 Cr 12 yrs 8 m 0.7%
3 Parag Parikh Flexi Cap Fund 4.51% 23.03% 23.07% 8.90 0.59 1.50 2.20 1,15,040 Cr 12 yrs 4 m 0.63%
4 JM Flexicap Fund -10.14% 25.0% 27.39% 15.00 1.02 1.02 1.47 5,943 Cr 12 yrs 8 m 0.55%
5 Edelweiss Flexi Cap Fund -5.25% 20.76% 23.6% 13.57 0.98 0.88 1.34 2,777 Cr 10 yrs 8 m 0.42%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.17% 1.1%
2 3 Months -2.08% -2.35%
3 6 Months 9.22% 8.4%
4 1 Year -0.74% -3.88%
5 2 Years 16.35% 17.31%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Mirae Asset Midcap Fund 16,807 Cr -3.24% 27.32% View Detail
2 Mirae Asset Great Consumer Fund 4,552 Cr -6.85% 23.7% View Detail
3 Mirae Asset ELSS Tax Saver Fund 25,562 Cr -1.82% 21.97% View Detail
4 Mirae Asset Large & Midcap Fund 40,020 Cr -3.74% 21.85% View Detail
5 Mirae Asset Diversified Equity Allocator Passive FoF 890 Cr -5.42% 19.83% View Detail
6 Mirae Asset Healthcare Fund 2,796 Cr -2.15% 18.67% View Detail

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