Mirae Asset ELSS Tax Saver Fund - Direct Plan has delivered 109.50% absolute return over the last 5 years.
The average return for ELSS funds is 63.29% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 8.91% .
The fund currently owns more than 69 stocks.
The top 10 holdings account for 41.09% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.56% | -3.86% |
| 2 Year Return | 40.87% | 7.32% |
| 3 Year Return | 62.10% | 26.26% |
| 4 Year Return | 165.94% | 48.86% |
| 5 Year Return | 200.89% | 63.29% |
| 6 Year Return | 239.87% | 104.35% |
| 7 Year Return | 462.30% | 130.89% |
| Expense Ratio | 0.56% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
8.91%
|
|
| 2 | Financials |
5.27%
|
|
| 3 | Pharmaceuticals |
4.56%
|
|
| 4 | Energy |
4.47%
|
|
| 5 | Financials |
4.11%
|
|
| 6 | Financials |
3.43%
|
|
| 7 | Financial Technologies (Fintech) |
2.80%
|
|
| 8 | Communication Services |
2.66%
|
|
| 9 | Information Technology |
2.47%
|
|
| 10 | Logistics - Warehousing/Supply Chain/Others |
2.43%
|
|
| 11 | Health Care |
2.39%
|
|
| 12 | Consumer Discretionary |
2.35%
|
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Mirae Asset ELSS Tax Saver Fund - Direct Plan is managed by MIRAEASSET and belongs to the Equity 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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