Mirae Asset Balanced Advantage Fund Regular Growth
3Y Annualised
N/A
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.21%
-0.01% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years 1 months
5 years 5 months
9 years 7 months
Fund info
Fund size
₹1765.74 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
Exit load : I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switchin/STP-in) on or before completion of 180 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 180 days from the date of allotment shall be subject to the following exit load: (Redemption of units would be done on First In First Out Basis (FIFO): -If redeemed within 6 months (180 days) from the date of allotment: 1% -If redeemed after 6 months (180 days) from the date of allotment: NIL II. Other Redemptions: For Investors who have not opted for SWP under the plan (including Switch out, STP out): -If redeemed within 6 months (180 days) from the date of allotment: 1% -If redeemed after 6 months (180 days) from the date of allotment: NIL
Risk Profile
Moderately High risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
Bank of India Balanced Advantage Direct Growth
4th
Bank of India Balanced Advantage Direct Reinvestment of Income Dist cum Cap Wdrl
5th
Bank of India Balanced Advantage Direct Payout of Income Dist cum Cap Wdrl
130th
Mirae Asset Balanced Advantage Fund Regular Growth
Fund Managers
About Mirae Asset Balanced Advantage Fund Regular Growth
Mirae Asset Balanced Advantage Fund Regular Growth is a Allocation mutual fund scheme from Mirae Asset Investment Managers (India) Private Limited. This fund has been in existence for 2 years, having been launched on 2022-08-12. Mirae Asset Balanced Advantage Fund Regular Growth has ₹1765.74 Cr worth of assets under management (AUM) as of Fri May 09 2025. The latest Net Asset Value (NAV) of Mirae Asset Balanced Advantage Fund Regular Growth as of Mon May 05 2025 is ₹13.691. The fund has an expense ratio of 2.08%, which is medium comparable to most other Allocation funds.
Mirae Asset Balanced Advantage Fund Regular Growth returns for the last 1 year are 7.95%. Since launch, it has delivered 11.97% average annual returns.
The Mirae Asset Balanced Advantage Fund Regular Growth has the majority of its money invested in Financial Services, null, Communication Services, Energy, Technology, Consumer Cyclical sectors.
Top 5 Holdings of Mirae Asset Balanced Advantage Fund Regular Growth.
- HDFC Bank Ltd: 5.35%
- 7.18% Govt Stock 2033: 4.34%
- ICICI Bank Ltd: 2.92%
- Bharti Airtel Ltd: 2.69%
- State Bank of India: 2.31%
AMC Information
| Name | Mirae Asset Investment Managers (India) Private Limited |
|---|---|
| Founding Date | 2022-08-12 |
| customercare@miraeasset.com | |
| Phone | 022-6780 0300 |
| Website | www.miraeassetmf.co.in |
| Address | Mirae Asset Investment Managers (India) Private Limited.,Unit No. 606, 6th Floor,,Windsor Bldg, Off CST Road,,Kalina, Santacruz (East), Mumbai - 400 098 |
Tax Implications of Mirae Asset Balanced Advantage Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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