25.361
31.174
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Declined toSuitability:
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a Thematic ESG fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes Thematic ESG funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any otherThematic ESG fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirae Asset ESG Sector Leaders ETF-G | -10.08 | -0.08 | -3.89 | -9.75 | -8.40 | -13.36 | 6.27 | -- | -- | -- | -- |
| S&P BSE 100 TRI | -8.27 | -0.18 | -4.35 | -10.14 | -8.40 | -12.22 | 9.04 | -- | -- | -- | -- |
| Equity: Thematic-ESG | -13.70 | -0.04 | -4.25 | -11.76 | -10.63 | -15.80 | 5.84 | -- | -- | -- | -- |
| Rank within category | 2 | 6 | 4 | 2 | 3 | 2 | 5 | -- | -- | -- | -- |
| Number of funds in category | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 1 | 1 | 1 | 1 |
As on 13-May-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Mirae Asset ESG Sector Leaders ETF | Invest Online | Nov-20 | 6.27 | -- | -- | 0.65% | 164 | |
| SBI Magnum Equity ESG Fund | Invest Online | Jan-91 | 6.30 | 12.70 | 10.42 | 2.07% | 4,272 | |
| Axis ESG Equity Fund - Regular Plan | Feb-20 | -3.13 | -- | -- | 2.07% | 1,838 | |
| Kotak ESG Opportunities Fund - Regular Plan | Invest Online | Dec-20 | -1.18 | -- | -- | 2.04% | 1,527 | |
| ICICI Prudential ESG Fund | Invest Now | Oct-20 | 0.92 | -- | -- | 2.23% | 1,440 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 7.96 | 29-Jan-2021 - 05-Feb-2021 | -6.74 | 17-Jan-2022 - 24-Jan-2022 |
| Month | 12.04 | 07-Mar-2022 - 06-Apr-2022 | -10.01 | 12-Apr-2022 - 12-May-2022 |
| Quarter | 16.37 | 20-Jul-2021 - 19-Oct-2021 | -9.56 | 10-Feb-2022 - 12-May-2022 |
| Year | 35.73 | 18-Nov-2020 - 18-Nov-2021 | 6.27 | 12-May-2021 - 13-May-2022 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Mirae Asset ESG Sector Leaders ETF-G | -- | -- | -- | -- | -- | -- |
| S&P BSE 100 TRI* | 16.78 | 21.38 | 0.62 | 0.71 | -- | -- |
| Equity: Thematic-ESG* | 15.57 | 21.26 | 0.57 | 0.61 | 0.97 | -0.84 |
| Rank within category | -- | -- | -- | -- | -- | -- |
| Number of funds in category | -- | -- | -- | -- | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on
* As on 30-Apr-2022
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| Number of Stocks | 56 |
| Top 10 Stocks (%) | 61.33 |
| Top 5 Stocks (%) | 43.43 |
| Top 3 Sectors (%) | 58.87 |
| Portfolio P/B Ratio | 4.33 |
| Portfolio P/E Ratio | 25.91 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 3,75,524 | 1,94,681 |
| Giant (%) | 79.92 | 57.77 |
| Large (%) | 18.05 | 18.81 |
| Mid (%) | 2.03 | 18.49 |
| Small (%) | -- | 7.05 |
| Tiny (%) | -- | -- |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
Education: Ms. Gala is a B.Com & Inter CA (IPCC)
Experience: Prior to joining Mirae Asset Mutual Fund, she has worked with ICICI Prudential Asset Management Company Ltd.
Funds Managed:
The scheme seeks to generate returns, before expenses, that are commensurate with the performance of the Nifty100 ESG Sector Leaders Total Return Index, subject to tracking error.
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | -- |
| Min. SIP Investment (₹) | -- |
| Min. No of Cheques | -- |
| Min. Withdrawal (₹) | -- |
| Min. Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | 0 |
| Fund House: | Mirae Asset Mutual Fund |
| Launch Date: | 17-Nov-2020 |
| Return Since Launch: | 12.97% |
| Benchmark: | Nifty 100 ESG Sector Leaders TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 164 Cr (As on 30-Apr-2022) |
| Expense: | 0.65% (As on 30-Apr-2022) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | -- |
AMC: Mirae Asset Investment Managers (India) Pvt. Ltd.
Address: Unit No.606 - 6th Floor, Windsor Building - Off. CST Road, Kalina, Santacruz (East), Mumbai - 400098
Phone: 022-67800301 / 1800-2090-777
Website: http://www.miraeassetmf.co.in
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Friday, 20-May-2022
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