Mirae Asset Balanced Advantage Fund
1,000
Min SIP
5,000
Min Lumpsum
0.76 %
Expense Ratio
Rating
1,008
Fund Size (in Cr)
10 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 8% | ||||
| Category Average | 14.7% | 24.2% | 13.4% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
Reliance Industr
HDFC Bank
Infosys
Axis Bank
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | 15% of the units allotted (including Switch-in/STP - in on or before completion of 365 days from the date of allotment of units: Nil. 1.00% - If redeemed within 1 year (365 days) from the date of allotment. Nil - If redeemed after 1 Year (365 days) from the date of allotment. |
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Fund Objective
The investment objective of the scheme is to capitalize on the potential upside of equities while attempting 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.
Fund Managers
Harshad Borawake
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- 54,412
-
20.7%Fund Size - 54,412
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27.5%Fund Size - 54,412
-
14.1%Fund Size - 54,412
-
- 8,906
-
13%Fund Size - 8,906
-
17.8%Fund Size - 8,906
-
12.5%Fund Size - 8,906
-
- 45,584
-
12%Fund Size - 45,584
-
17.2%Fund Size - 45,584
-
11%Fund Size - 45,584
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- 6,357
-
13.3%Fund Size - 6,357
-
16.8%Fund Size - 6,357
-
10.8%Fund Size - 6,357
-
- 6,711
-
12.1%Fund Size - 6,711
-
16.8%Fund Size - 6,711
-
10.4%Fund Size - 6,711
AMC Contact Details
Mirae Asset Mutual Fund
AUM:
1,18,065 Cr
Address:
Unit 606,6th Flr,Windsor
Off. CST Road,Kalina,
Santacruz(E),Mumbai-400098
Contact:
022-67800300
Email ID:
customercare@miraeasset.com
Frequently Asked Questions
How to invest in Mirae Asset Balanced Advantage Fund ?
You can invest in Mirae Asset Balanced Advantage Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Mirae Asset Balanced Advantage Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Mirae Asset Balanced Advantage Fund ?
The NAV of Mirae Asset Balanced Advantage Fund is ₹10.8 as of 09 June 2023.
How to redeem Mirae Asset Balanced Advantage Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Mirae Asset Balanced Advantage Fund?
The minimum SIP amount of Mirae Asset Balanced Advantage Fund is ₹1000
What are the top sectors Mirae Asset Balanced Advantage Fund has invested in??
The top sectors Mirae Asset Balanced Advantage Fund has invested in are
- ICICI Bank - 5.23%
- Reliance Industr - 4.78%
- HDFC Bank - 4.63%
- Infosys - 2.91%
- Axis Bank - 2.75%
How much returns have Mirae Asset Balanced Advantage Fund generated ?
The Mirae Asset Balanced Advantage Fund has delivered 8% since inception
What is the expense ratio of Mirae Asset Balanced Advantage Fund ?
The expense ratio of Mirae Asset Balanced Advantage Fund is 0.76 % as of 09 June 2023.
What is the AUM of Mirae Asset Balanced Advantage Fund?
The AUM of Mirae Asset Balanced Advantage Fund is ₹1,18,065 Cr as of 09 June 2023
What are the top stock holdings of Mirae Asset Balanced Advantage Fund?
The top stock holdings of Mirae Asset Balanced Advantage Fund are
- ICICI Bank - 5.23%
- Reliance Industr - 4.78%
- HDFC Bank - 4.63%
- Infosys - 2.91%
- Axis Bank - 2.75%