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Fund Family
Category
Scheme
Summary Info
Fund Name : Mirae Asset Mutual Fund
Scheme Name : Mirae Asset Banking&Financial Services Fund (G)
AMC : Mirae Asset Mutual Fund
Type : Open
Category : Equity - Banking
Launch Date : 25-Nov-20
Fund Manager : Abhijith Vara
Net Assets:(Rs in cr) 2306.05
NAV Graph
NAV Details
NAV Date : 11-Aug-26
NAV [Rs] : 21.60
Buy/Repurchase Price [Rs] : 0.00
Sell/Resale Price [Rs] : 0.00
Entry Load % : Nil
Exit Load % : IF REDEEMED WITHIN 1 MONTH (30 DAYS) FROM THE DATE OF ALLOTMENT: 1% IF REDEEMED AFTER 1 MONTH (30 DAYS) FROM THE DATE OF ALLOTMENT: Nil
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits : Section NA
Min. Investment (Rs) : 5000
Increm.Investment (Rs) : 1000
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return -0.65 -1.09 4.70 -3.58 6.14 12.65 12.46 14.55
Category Avg -0.73 -0.84 3.16 -1.52 8.53 12.98 12.55 12.05
Category Best -0.05 1.20 5.63 6.98 18.68 19.68 15.53 19.65
Category Worst -1.28 -2.19 0.51 -6.56 -0.71 7.76 8.97 -3.92
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
  Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
  0.9556 4.5368 0.4290 1.2396 0.0101
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Asset Allocation
Holdings 31-Jul-26
Company Name % Hold
HDFC Bank 14.51
ICICI Bank 14.10
SBI 8.79
Axis Bank 7.60
Kotak Mah. Bank 4.00
Bajaj Finance 3.79
SBI Life Insuran 3.23
Aditya Birla Cap 3.18
L&T Finance Ltd 3.01
Federal Bank 2.76
Karur Vysya Bank 2.64
PB Fintech. 2.43
HDB FINANC SER 2.29
Shriram Finance 2.13
Equitas Sma. Fin 2.09
Canara HSBC 2.00
KFin Technolog. 1.99
Home First Finan 1.93
CRISIL 1.80
C D S L 1.73
IndusInd Bank 1.68
DCB Bank 1.53
CARE Ratings 1.29
Power Fin.Corpn. 1.29
Pine Labs 1.21
Go Digit General 1.17
Billionbrains 1.01
General Insuranc 0.91
Multi Comm. Exc. 0.91
Aadhar Hsg. Fin. 0.53
Chola Financial 0.32
BSE 0.32
TREPS 1.79
Net CA & Others 0.03
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Ganesh S Shanbhag – AMFI Registered Mutual Fund Distributor. Registration Number – ARN-0988 – Valid Till 01/JUL/ 2027, Date of initial registration: 02/DEC/2004
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