Mirae Asset Large Cap Fund - Direct Plan has delivered 54.86% absolute return over the last 5 years.
The average return for Large Cap funds is 51.31% .
This fund ranks #8 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 81 stocks.
The top 10 holdings account for 47.73% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.81% | -4.34% |
| 2 Year Return | 27.01% | 7.94% |
| 3 Year Return | 42.07% | 24.99% |
| 4 Year Return | 114.08% | 42.81% |
| 5 Year Return | 126.09% | 51.31% |
| 6 Year Return | 153.34% | 83.45% |
| 7 Year Return | 280.67% | 107.98% |
| Expense Ratio | 0.50% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
8.91%
|
|
| 2 | Financials |
8.73%
|
|
| 3 | Communication Services |
5.43%
|
|
| 4 | Energy |
5.20%
|
|
| 5 | Information Technology |
3.86%
|
|
| 6 | Financials |
3.46%
|
|
| 7 | Industrials |
3.36%
|
|
| 8 | Consumer Discretionary |
3.12%
|
|
| 9 | Financials |
3.03%
|
|
| 10 | E-Commerce/E-Retail |
2.63%
|
|
| 11 | Consumer Discretionary |
2.61%
|
|
| 12 | Consumer Staples |
2.31%
|
AMC: MIRAEASSET
Category: Equity • Large Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Gaurav Misra
Minimum Purchase: ₹5,000
Exit Load: 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. Any redemption in excess of such limits in the first 365 days from the date of allotment shall be subject to the following exit load: If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL.
Lock-in: 1
Risk: Moderate Risk
Mirae Asset Large Cap 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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