11.403
13.889
1
1 Lakh
Investment declined 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 FoF Direct-G | -11.37 | 1.02 | 2.83 | -2.77 | -9.64 | -9.26 | -2.76 | -- | -- | -- | -- |
| S&P BSE 100 TRI | -8.74 | 0.96 | 2.58 | -2.52 | -8.15 | -6.93 | 0.90 | -- | -- | -- | -- |
| Equity: Thematic-ESG | -14.51 | 1.01 | 3.17 | -2.32 | -10.64 | -12.58 | -1.74 | -- | -- | -- | -- |
| Rank within category | 2 | 3 | 7 | 6 | 5 | 2 | 4 | -- | -- | -- | -- |
| Number of funds in category | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 1 | 1 | 1 | 0 |
As on 24-Jun-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Mirae Asset ESG Sector Leaders FoF - Direct Plan | Invest Online | Nov-20 | -2.76 | -- | -- | 0.17% | 133 | |
| SBI Magnum Equity ESG Fund - Direct Plan | Invest Online | Jan-13 | 0.18 | 11.75 | 11.23 | 1.35% | 4,246 | |
| Axis ESG Equity Fund - Direct Plan | Feb-20 | -7.45 | -- | -- | 0.67% | 1,769 | |
| Kotak ESG Opportunities Fund - Direct Plan | Invest Online | Dec-20 | -8.08 | -- | -- | 0.38% | 1,430 | |
| ICICI Prudential ESG Fund - Direct Plan | Invest Now | Oct-20 | -6.53 | -- | -- | 0.93% | 1,396 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 7.81 | 29-Jan-2021 - 05-Feb-2021 | -6.58 | 17-Jan-2022 - 24-Jan-2022 |
| Month | 11.80 | 07-Mar-2022 - 06-Apr-2022 | -10.40 | 12-Apr-2022 - 12-May-2022 |
| Quarter | 16.42 | 20-Jul-2021 - 19-Oct-2021 | -12.40 | 17-Mar-2022 - 17-Jun-2022 |
| Year | 34.09 | 25-Nov-2020 - 25-Nov-2021 | -4.72 | 17-Jun-2021 - 17-Jun-2022 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Mirae Asset ESG Sector Leaders FoF Direct-G | -- | -- | -- | -- | -- | -- |
| S&P BSE 100 TRI* | 15.07 | 21.56 | 0.54 | 0.63 | -- | -- |
| Equity: Thematic-ESG* | 14.63 | 21.39 | 0.52 | 0.56 | 0.97 | -0.10 |
| 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 31-May-2022
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| The underlying data is unavailable. |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 3,61,617 | 1,93,717 |
| Giant (%) | 77.26 | 58.17 |
| Large (%) | 20.45 | 19.87 |
| Mid (%) | 2.29 | 17.79 |
| Small (%) | -- | 5.95 |
| Tiny (%) | -- | -- |
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
Mirae Asset ESG Sector Leaders ETF-G | Financial | -- | 99.93 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-May-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 provide long-term capital appreciation from a portfolio investing predominantly in units of Mirae Asset ESG Sector Leaders ETF.
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 1,000 |
| Min. No of Cheques | 5 |
| Min. Withdrawal (₹) | -- |
| Min. Balance (₹) | -- |
| Lock-in Period | Not Applicable |
| Exit Load | 0.05% for redemption within 5 days |
| Fund House: | Mirae Asset Mutual Fund |
| Launch Date: | 18-Nov-2020 |
| Return Since Launch: | 10.51% |
| Benchmark: | Nifty 100 ESG Sector Leaders TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 133 Cr (As on 31-May-2022) |
| Expense: | 0.17% (As on 31-May-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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