Mirae Asset Investment Managers (India) Private Limited

Mirae Asset Balanced Advantage Fund Regular Plan- Growth

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.27%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees953
  • NAVRupees10.1

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
Preparing graph...

Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Write a Review

Investment Objective

The Investment Objective Of The Scheme Is To Capitalize On The Potential Upside Of Equities Whileattempting To Limit The Downside By Dynamically Managing The Portfolio Through Investment In Equity &Equity Related Instruments And Active Use Of Debt, Money Market Instruments And Derivatives. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Realized.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Net Receivables / Payables 17.7
  • 7.38% Government of India (20/06/2027) 7.3
  • TREPS 6.4
  • 6.54% Government of India (17/01/2032) 4.9
  • HDFC Bank Limited 4.9
  • ICICI Bank Limited 4.6
  • Reliance Industries Limited 4.1
  • Infosys Limited 3.1
  • Axis Bank Limited 2.7
  • 7.25% Small Industries Dev Bank of India (31/07/2025) ** 2.6
  • 7.4% Housing Development Finance Corporation Limited (02/06/2025) ** 2.6
  • Sectors %
  • Cash/Deposits/Margins/Treps/Repo/Swaps24.2
  • Banks24.1
  • Govt-Sec12.3
  • Finance7.8
  • Internet and Technology6.3

Fund House