Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Mirae Asset India Opportunities

0 Flares 0 Flares ×

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)


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.

0 Flares Facebook 0 Google+ 0 Twitter 0 Email -- 0 Flares ×