Insights of Mirae Asset Hybrid Equity Fund

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Mirae Asset Hybrid Equity Fund is an open ended aggressive hybrid fund. Previously this fund was named Mirae Asset Hybrid Equity Fund. The investment objective of Mirae Asset Hybrid Equity Fund is to generate long term wealth and regular income by investing in equity related securities, money market and debt instruments to form a balanced portfolio.

Mirae Asset Hybrid Equity Fund was launched on July 29, 2015. There are 2 different investment options available for this fund- Mirae Asset Hybrid Equity Fund growth option and Mirae Asset Hybrid Equity Fund dividend option. You can invest in Mirae Asset Hybrid Equity Fund lump-sum method for a minimum of Rs. 5000 while for monthly payment, you need to invest a minimum of Rs. 1000 in Mirae Asset Hybrid Equity Fund sip plan on a monthly basis.

Mirae Asset Hybrid Equity Fund Facts

  • Mirae Asset Hybrid Equity Fund portfolio allocation includes 65% to 80% in equity stocks, 20% to 35% in money market and debt securities and a maximum of 10% in units issued by REITs and InvITs.
  • Mirae Asset Hybrid Equity Fund regular growth scheme invests in equity instruments to generate high return with high to medium risk profile and to gain tax benefit.
  • The investment strategy of Mirae Asset Hybrid Equity Fund growth plan is top down approach and invest 20% to 35% in debt securities like G-sec, CD, Corporate Bonds to maintain a diversified portfolio.    
  • Mirae Asset Hybrid Equity Fund regular growth scheme is ideal for those who wants to earn a higher return with moderate risk.   
  • You can invest in Mirae Asset Hybrid Equity mutual fund scheme online which is hassle free and simple.

Top 5 Sectors of Mirae Asset Hybrid Equity Fund                                                                                                                                                                                               

S.No.

Holding Name         Net  Assets (in %)       
 
1         Bank  – Private        

17.38

        

2         IT – Software         6.43      
  
3         Miscellaneous         6.36         

4

        

Miscellaneous        

6

        

5         Miscellaneous         5.7        

(as on date- 12/04/2019)

Top 10 Holdings of Mirae Asset Hybrid Equity Fund                                                                                                     

S.No.         Holding  Name         Net Assets (in %)     
   

1

        

HDFC Bank Limited

        

6.87

        

2

        

Bank of Baroda (14/05/2019) ** #

        

4.49        

3

        

ICICI Bank Limited         4.3        

4

        

Reliance Industries Limited        

4.16

        

5         Axis Bank Limited         4.11         

6

        

GIC Housing Finance Limited (05/04/2019) ** #        

3.02

        

7         Tata Consultancy Services Limited          2.88         
8         7.17% Government of India (08/01/2028)         2.72       
 
9         Larsen & Toubro Limited         2.72         
10         State Bank of India         2.72   
     

(as on date- 12/04/2019)

Details of Mirae Asset Hybrid Equity Fund

Date of Inception- 29th July, 2015

Fund Manager- Mr. Sudhir Kedia &
Mr. Neelesh Surana (equity part), Mr. Mahendra Jajoo (debt part)

Benchmark- CRISIL Hybrid 35+65 Aggressive Index

Riskometer- Moderately High

Return Since Launch- 11.14%

AUM- Rs. 1655.09
crore (as on 31st Mar, 2019)

Mirae Asset Hybrid Equity Fund performance is shown in the below mentioned table-                                                                             

             

           
            

        

1-Year 3-Year 5-Year 10-Year 
Fund         10.03         14.76         –         –         
VR Balanced TRI         11.81         14.53        

 –

        

–        
Category         2.89         11.82         –          –    
    
Rank within Category         1         3         –         –        
Number of funds in category         32         28         –         –        
As on Apr 12, 2019         

 

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