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Mirae Asset Equity Savings Fund(G)-Direct Plan

Mirae Asset Equity Savings Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+9.16%

5Y annualised

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NAV : 04 Sep 2026

₹23.09

Min. SIP amount

₹99

Fund size (AUM)

1997 Cr

Expense ratio

0.36%

Launched on

17 Dec 2018

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,38,039

Stock Allocation

Stock nameSectorAllocation
TrepsCash & Cash Equivalents And Net Assets4.06%
Icici Bank Ltd.Bank3.53%
Hdfc Bank Ltd.Bank3.16%

Fund Composition

1997 Cr

Large Cap

48.18%

Mid Cap

12.12%

Small Cap

7.05%

Others

32.64%

Sector Allocation

1997 Cr

Corporate Debt

17.61%

Bank

14.35%

Government Securities

9.32%

Automobile & Ancillaries

7.69%

Finance

5.28%

Healthcare

4.89%

Cash & Cash Equivalents And Net Assets

4.34%

Crude Oil

3.22%

Others

31.39%

Minimum investments

Min. for SIP99
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

HB

Harshad Borawake

Present

VK

Vrijesh Kasera

Present

BS

Bharti Sawant

Present

BB

Basant Bafna

Present

Similar/Peer Fund Comparison

Fund name
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+11.63%
H

HSBC Equity Savings Fund(G)-Direct Plan

+13.26%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+9.82%
M

Mirae Asset Equity Savings Fund(G)-Direct Plan

+10.18%
A

Axis Equity Savings Fund(G)-Direct Plan

+9.92%
K

Kotak Equity Savings Fund(G)-Direct Plan

+10.53%
A

Aditya Birla SL Equity Savings Fund(G)-Direct Plan

+8.27%

FAQs

Mirae Asset Equity Savings Fund(G)-Direct Plan is a part of Mirae Asset Investment Managers (India) Private Limited, it was incepted on 17 Dec 2018. This fund is managed by Harshad Borawake, Vrijesh Kasera, Bharti Sawant and Basant Bafna. It is a Hybrid type of fund.

The current NAV of Mirae Asset Equity Savings Fund(G)-Direct Plan is ₹23.09 (as of 04 Sep 2026).

Mirae Asset Equity Savings Fund(G)-Direct Plan has delivered 6.47% in 1 year, 10.18% in 3 years, and 9.16% in 5 years (annualised).

The minimum SIP amount for Mirae Asset Equity Savings Fund(G)-Direct Plan is ₹99.

The expense ratio of Mirae Asset Equity Savings Fund(G)-Direct Plan is 0.36%.

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