The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of mid cap companies. From time to time, the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.
An open ended equity scheme predominately investing in midcap stocks
Invest predominantly (>65%) in to Mid-Cap equity and equity related instruments (101st -250th company in terms of full market capitalization). The fund may also participate in other Indian equities based on factors like relative valuations, liquidity and market sentiments
Aim to build a portfolio of companies having robust business models which have the potential to grow into tomorrow’s large caps.
Diversified portfolio with participation across sectors
The universe of stocks will comprise majorly of companies having robust business models, enjoying sustainable competitive advantages as compared to their competitors and have high return ratios.
The Fund Manager will create a robust portfolio to avoid concentration risk and liquidity risk. The Fund Managers will monitor the trading volumes in a particular stock before investment to avoid liquidity risk.
Equity Fund - An open ended equity scheme predominately investing in mid cap stocks
M
29th July, 2019
Nifty Midcap 100 Index (TRI)
Rs. 5,000/- and in multiples of Re. 1/- thereafter.
Rs. 1,000/- per application and in multiples of Re. 1/- thereafter.
If redeemed within 1 year (365 days) from the date of allotment: 1%
If redeemed after 1 year (365 days) from the date of allotment: NIL
Regular Plan and Direct Plan
Growth Option and Dividend Option (Payout & Re-investment)
Recommended Investment Horizon
3-5 years or more*
Investments predominantly in mid cap companies (101st -250th company in terms of full market capitalization)
Wealth Creation
*Depending upon the risk profile of the investor the investor seeking 3-5 years of horizon the investor may invest in the scheme.
*Depending upon the risk profile of the investor the investor seeking 3-5 years of horizon the investor may invest in the scheme.
Mr. Ankit Jain has professional experience of more than 8 years and his primary responsibility includes Investment Analysis & Fund Management. He has been associated with the AMC since September 2015. He is a fund manager of Mirae Asset Great Consumer Fund and co-fund manager of Mirae Asset Emerging Bluechip Fund along with Mr. Neelesh Surana since January 31, 2019. He was previously associated with Equirus Securities Pvt Ltd. and Infosys Ltd.
Mr. Jain is a Bachelor in Engineering from DAIICT, Gandhinagar and has done MBA in Finance from NMIMS University, Mumbai.
- To generate long term capital appreciation/income.
- Investments predominantly in equity and equity-related securities of midcap companies
#Investors are requested to consult their financial advisors before investing.Our representative will get in touch with you shortly.
Our representative will get in touch with you shortly.
Our representative will get in touch with you shortly.
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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