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AllocationDynamic Asset Allocation

Mirae Asset Balanced Advantage Fund Regular Growth

3Y Annualised

N/A

-0.80% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.40%

-0.80% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

8 years 12 months

NIFTY 50

5 years 6 months

FD

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

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 Mon Apr 28 2025. The latest Net Asset Value (NAV) of Mirae Asset Balanced Advantage Fund Regular Growth as of Fri Apr 25 2025 is ₹13.566. 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 8.01%. Since launch, it has delivered 11.87% 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.

  1. HDFC Bank Ltd: 5.35%
  2. 7.18% Govt Stock 2033: 4.34%
  3. ICICI Bank Ltd: 2.92%
  4. Bharti Airtel Ltd: 2.69%
  5. State Bank of India: 2.31%

AMC Information

NameMirae Asset Investment Managers (India) Private Limited
Founding Date2022-08-12
Emailcustomercare@miraeasset.com
Phone022-6780 0300
Websitewww.miraeassetmf.co.in
AddressMirae 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 GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Mirae Asset Investment Managers (India) Private Limited

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₹1,000+ cr

AUM

1+ Lac

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