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  • Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A)

Formerly Mirae Asset Equity Allocator FOF Reg DP

Mirae Asset Mutual Fund

Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A)

EquityLarge Cap

16.449

NAV (Oct 21)

58.4%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

179 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

16.449

NAV (Oct 21)

Fund Returns

Last 1Y
57.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
58.4%
6 Month CAGR
28%
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Scheme Information

Investment Objective

The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in units of domestic equity ETFs. There is no assurance that the investment objective of the Scheme will be realized

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
0.28
Launched (1y ago)
Sep 21, 2020
AUM in Crores
178.367
ISIN
INF769K01GA7
Lock-in
No Lock-in
Benchmark
IISL Nifty 200 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Bharti Sawant

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Mirae Asset Global Inv (India) Pvt. Ltd

Mirae Asset Investment Managers (India) Private Limited manages assets worth 95,457 crores and was set up on 20 November 2006. It's current offering of mutual fund schemes includes 29 equity,36 debt and 9 hybrid funds.

amc-img

  • tel-amc-about
    022-67800300
  • mail-amc-about
    customercare@miraeasset.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    27%

    22.2%

    recommended-badge

    21.5%

    16.8%

    top-ranked-badge

    26.2%

    21.8%

    top-ranked-badge

    20%

    16.5%

    top-ranked-badge

    20%

    16.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A)

    About Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A)

    Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 58.4% over a period of 1 years. The fund was previously known as Mirae Asset Equity Allocator FOF Reg DP . The fund is managed by Mirae Asset Investment Managers (India) Private Limited. The fund manager’s name is Bharti Sawant

    Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) Investment Objective

    The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in units of domestic equity ETFs. There is no assurance that the investment objective of the Scheme will be realized . However, there is no assurance that the objective of the scheme will be realized.

    Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) NAV,AUM,Risk

    The Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) fund was launched on Sep 21, 2020. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-10-21 is ₹16.45. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹178.367. The category risk of the Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) fund is Very High Risk. The fund charges 0.28 % as expense ratio.

    Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 100.5% in this asset class. The top three holdings of the fund are , mirae asset nifty 50 etf (man50etf) , nippon india etf nifty midcap 150 , mirae asset nifty next50 etf(manxt50etf) , net receivables / (payables) , triparty repo

    Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 200 TR INR

    Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) Review

    Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Mirae Asset Equity Allocator Fund of Fund of Income Distribution cum cptl wdrl (PIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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