Mirae Asset Small Cap Fund - Direct Plan

AMC: MIRAEASSET Moderate Risk Equity Small Cap

📊 Quick Summary Of This Page

Mirae Asset Small Cap Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.34%
Expense Ratio
Mr. Varun Goel
Fund Manager
Growth
Plan Type
10 Jan 2025
Launch Date
1%
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.
Exit Load
NAV Momentum
Fund Analysis

Mirae Asset Small Cap Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Small Cap funds is 118.22% .

The largest portfolio holding is WELSPUN CORP LTD with a portfolio weight of 3.04% .

Holdings Insights

The fund currently owns more than 82 stocks.

The top 10 holdings account for 22.64% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 26.95% 0.08%
2 Year Return N/A 17.32%
3 Year Return N/A 49.36%
4 Year Return N/A 81.21%
5 Year Return N/A 118.22%
6 Year Return N/A 190.34%
7 Year Return N/A 216.58%
Expense Ratio 0.34% -
NAV History
Fund Information

AMC: MIRAEASSET

Category: Equity • Small Cap

Launch Date: 10 Jan 2025

Fund Manager: Mr. Varun Goel

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

About This Fund

Mirae Asset Small 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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Frequently Asked Questions

Mirae Asset Small Cap Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Mirae Asset Small Cap Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Mirae Asset Small Cap Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Mirae Asset Small Cap Fund - Direct Plan, based on the latest portfolio data.

Mirae Asset Small Cap Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Mirae Asset Small Cap Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

Mirae Asset Small Cap Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Mirae Asset Small Cap Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Mirae Asset Small Cap Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Mirae Asset Small Cap Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Mirae Asset Small Cap Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Mirae Asset Small Cap Fund - Direct Plan and making investment decisions.

Yes, Mirae Asset Small Cap Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Mirae Asset Small Cap Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Mirae Asset Small Cap Fund - Direct Plan to estimate returns and wealth creation over different time periods.