The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related instruments across market capitalization.
However, there is no assurance that the investment objective of the Scheme will be realized.
The Schemes will predominantly invest minimum 65% dynamically into Indian equity and equity related instruments across market capitalization. This is namely, large cap (1-100th company in terms of full market capitalization), mid cap companies (101st -250th company in terms of full market capitalization) and small cap (251st company onwards in terms of full market capitalization) as defined under SEBI circular no. SEBI/HO/IM/DF3/CIR/P/2017/114 dated October 6, 2017 and as may be amended by SEBI from time to time. From time to time, the fund manager may also participate in debt and debt related securities up to 35% of its total assets for optimal portfolio construction.
For detail Investment Strategy please refer “Scheme Information document”.
An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
Mr. Varun Goel
Nifty 500 TRI
Rs. 99 & in multiples of Re. 1 thereafter
₹ 1,000/- per application and in multiples of ₹ 1/- thereafter
Monthly and Quarterly: Rs. 1000/- (in multiples of Re. 1/- thereafter)
NIL
Regular and Direct Plan
Growth Option & Income Distribution cum Capital Withdrawal option (IDCW) – Payout & Reinvestment option
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Mirae Asset Equity Investment Process and Philosophy
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If Inflation rate is selected then
futureValue = Future value considering the inflation rate
else
Calculate on current value.
SIPAmount = parseInt(-((Rate of interest / 12) * (-futureValue + (interest amount on loan * 0))) / ((-1 + interest amount on loan) * (1 + (rate of interest / 12))));
Annual Return = (Last NAV of the year - Last NAV of the previous year) / Last NAV of the previous year
For more details, please visit the AMFI website
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