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Useful articles for your finance management by our team of experts

Mutual Fund Review – Mirae Asset India Opportunities

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Fund Name: Mirae Asset India Opportunities (G)

Ranked #2 by CRISIL

Category: Large and mid cap

Expense Ratio: 2.69%

Risk Level: Average

Benchmark: S&P BSE 200

Objective: To maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.

Returns (Annualized)

1-Year3-Year5-Year
5.76%7.83%26.31%

Our Review

Mirae asset India opportunities (G) fund has made its inception in the year 2008. Since inception, it has produced annualized returns of 12.98%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Infosys, ICICI bank, ITC, HDFC Bank and Reliance Industries. The fund invests about 66% of assets into large caps, 24.1% in mid caps and the rest in small caps. The fund has stood up in tough times and also been giving consistent returns. It is surely a buy.

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