Preamble
<blockquote>The fund has been through a few iterations over time. Starting off as a pure Growth fund, it changed its stance to become a more aggressively oriented "Growth Opportunities fund". However, in recent times it has adopted a more focused outlook and goes by its current avatar - A Large and Mid-cap fund. The fund house, amongst the biggest global players and based in the United States has been facing the competitive pressure from the home-grown players who have distribution muscle, and have decided to sell a large stake to the Hinduja group, specifically to the IndusInd stable.</blockquote>
Fund Details
| Fund Details: | 9th August 2010 |
| Fund Type: | Open Ended Equity Large & Mid Cap Fund |
| Bench Mark: | Nifty LargeMid250 |
Management Details
| Fund Details: | 9th August 2010 |
| Fund Type: | Regular Plan - Growth | 59.60 |
| Bench Mark: | High Value |
AAUM Growth
Research Team Members
- 1.Amit Ganatra
- 2.Aditya Khemani as co Fund Manager
Fund Philosophy
<blockquote>Active Fund Management <ul><li>• Our core investment premise is that the equity markets are not completely efficient </li></ul><ul><li>• A well-organized and thorough research effort combined with a disciplined portfolio management approach will enable outperformance to the index over time</li></ul></blockquote>
Investment Style
<blockquote>Being True to Mandate<br> • The fund’s investment objective is paramount<br> • Stock selection, industry and asset allocation flow from the fund’s objective<br> • No style ideology; use stock appropriate measures A fully invested at all times forms the core of their investment style. Discipline and structure is brought in by categorization of stocks. And the strict no transaction on stocks without categorization emphasizes that fully researched and understood companies will figure in the portfolio.</blockquote>
Performance Parameter
Lumpsum (Amount Invested } Rs. 1,00.000/-)
* % One (AGR) 1 Year and Annual
SIP (Amount Invested } Rs. 1,00.000/-)
| Time Frame | Amount | Percentage % |
|---|
* % One (AGR) 1 Year and Annual
Return (Continious)
| Return | 6 M | 1 Y | 2 Y | 3 Y | 5 Y |
|---|
Return Stack (Continious)
| Return | 6 M | 1 Y | 2 Y | 3 Y | 4 Y | 5 Y |
|---|---|---|---|---|---|---|
| Benchmark | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
| Scheme | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
| Category AV | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Return Less Index
Return Less Index Rank
| Time Frame | Rank | Active funds |
|---|
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Performance Parameter
Risk Adjusted Alpha (Jensen’s) and The Risk Ratios
| Ratios | Jensen’s Alpha | Beta | Votality |
|---|
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Fund Composition Analysis
HIGHLIGHTS THE TOP HOLDINGS AND PORTFOLIO STRUCTURE.
HIGHLIGHTS THE TOP HOLDINGS AND PORTFOLIO STRUCTURE.
Portfolio Breakup
| Equity | Debt | SOV | Cash | Other Cuurency |
|---|
Myplexus.com Feedback
The performance of the fund over the time periods under review has been exemplary. And additionally this has been achieved without undue risks or active trading. A core portfolio has been chosen and the results of doing thing right the first time is so clear. Strongly advocate "BUY". Not only is this a very attractive segment in the coming days, the scheme is an out performer in this segment.
Disclaimer: The entire report is based on independent utilization of statistical tools for evaluating performance in mutual funds. myplexus.com and its personnel have taken every precaution to ensure the authenticity of data. Every precaution has been taken to ensure the statistical outputs are correct. However, myplexus.com or any of its personnel cannot be held responsible for outcome of actions taken on the basis of its report on this fund or any other
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