Mirae Asset Balanced Advantage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 1.28% | 1.03% |
| 2 Year Return | 22.77% | 10.99% |
| 3 Year Return | N/A | 29.11% |
| 4 Year Return | N/A | 41.83% |
| 5 Year Return | N/A | 51.19% |
| 6 Year Return | N/A | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 0.62% | - |
AMC: MIRAEASSET
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 21 Jul 2022
Fund Manager: Mr. Harshad Borawake
Minimum Purchase: ₹5,000
Exit Load: 15% of the units allotted (including Switch-in/STP-in) on or before completion of 180 days from the date of allotment of units: Nil. Any redemption in excess of such limits in the first 180 days from the date of allotment shall be subject to the following exit load: (Redemption of units would be done on First In First Out Basis (FIFO): -If redeemed within 6 months (180 days) from the date of allotment: 1% -If redeemed after 6 months (180 days) from the date of allotment: NIL
Lock-in: 1
Risk: Moderate Risk
Mirae Asset Balanced Advantage Fund - Direct Plan is managed by MIRAEASSET and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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