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Mirae Asset Large Cap Fund is an open ended equity scheme that predominantly invests across large cap stocks.
Investment Objective
The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities by predominantly investing in equities of large cap companies. The Scheme does not guarantee or assure any returns.
Investment Strategy
The fund will predominantly invest in large cap companies, yet it has the flexibility to invest up to 20% in mid and small cap companies. The fund manager may not have any bias towards particular theme, sector, or style in picking investment opportunities.
Investment approach is centered around participating in high quality businesses upto a reasonableprice and holding the same over extended period of time.
Aims to pick the best large cap companies#1, which demonstrate consistent long term growth.
Focuses on companies with suitable competitive advantage - Stocks which have strong pricing powerand are sector leaders
#1: As per SEBI circular dated October 6, 2017 largecap companies means 1st-100th Company in terms of full market cap
Asset Allocation
| Type of
Instruments |
Indicative
Allocation (% of total assets) |
Risk Profile |
| Minimum |
Maximum |
| Equities and Equity Related Securities of Large Cap companies* |
80 |
100 |
High |
| Equities and Equity Related Securities of companies other than Large Cap companies* |
0 |
20 |
High |
| Money market instruments / debt securities Instruments** |
0 |
20 |
Low to Medium |
* Equity and Equity related instruments include convertible debentures, equity warrants, convertible preference shares, equity derivatives etc. The scheme can invest upto 50% of Net Assets of Scheme into equity derivatives instruments. The cumulative gross exposure through equity, debt and derivatives shall not exceed 100% of the net assets of the scheme.
** Debt instruments may include securitized debt upto 20% of the net assets of the scheme. The fund will not invest in foreign securitized debt.
Large Cap Companies - As per SEBI Circular dated October 6, 2017, large cap companies means 1-100th company in terms of full market capitalization or such other companies as may be specified by SEBI from time to time.