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Enter a Single character of a Scheme :
17 Sep 2026 | 07:09 IST
Mirae Asset Balanced Advantage Fund (G)
Summary Info
Fund Name : Mirae Asset Mutual Fund
Scheme Name : Mirae Asset Balanced Advantage Fund (G)
AMC : Mirae Asset Mutual Fund
Type : OPEN
Category : Hybrid - Equity Oriented
Launch Date : 21-Jul-22
Fund Manager : Harshad Borawake
Net Assets:(Rs. cr) 2169.20
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.56 -1.31 3.50 3.24 3.46 8.48 NA 9.74
Category Avg -2.11 -3.15 0.36 5.53 1.64 9.15 8.88 10.55
Category Best -0.56 -0.20 5.25 19.68 18.80 21.33 19.86 32.23
Category Worst -3.57 -8.39 -5.63 -2.50 -11.55 -1.65 2.18 -2.78
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.5641 2.3229 0.5319 3.4981 0.0134
Holdings Date :31-Aug-26
Company Name% Hold
HDFC Bank 4.57
ICICI Bank 3.77
Reliance Industr 2.85
SBI 2.84
Bharti Airtel 2.83
M & M 1.65
Axis Bank 1.62
Tata Steel 1.40
SBI Life Insuran 1.39
Shriram Finance 1.36
Kotak Mah. Bank 1.31
NTPC 1.19
Laurus Labs 1.16
Larsen & Toubro 1.16
TD Power Systems 1.15
Bajaj Finance 1.12
Sun Pharma.Inds. 1.11
Titan Company 1.10
Maruti Suzuki 1.08
Eternal 1.05
TVS Motor Co. 0.97
Hindalco Inds. 0.94
Multi Comm. Exc. 0.89
TCS 0.87
Infosys 0.86
Divi's Lab. 0.85
Adani Ports 0.82
Craftsman Auto 0.80
LG Electronics 0.78
Ambuja Cements 0.77
Bharat Electron 0.68
Sona BLW Precis. 0.67
Avenue Super. 0.67
Eicher Motors 0.65
KFin Technolog. 0.63
Vedanta Aluminiu 0.63
C D S L 0.58
B P C L 0.58
Jindal Steel 0.56
Schaeffler India 0.54
JSW Steel 0.54
Varun Beverages 0.53
OneSource Speci. 0.51
Sai Life 0.51
Pine Labs 0.49
Century Plyboard 0.49
Krishna Institu. 0.47
Glenmark Pharma. 0.43
ITC 0.43
JSW Energy 0.42
Kusumgar 0.41
Foseco India 0.40
Blackbuck 0.40
A B B 0.39
Milky Mist Dairy 0.39
Godrej Consumer 0.39
Dr Lal Pathlabs 0.38
Tata Motors PVeh 0.37
Torrent Pharma. 0.37
Leela Palaces Ho 0.37
Federal Bank 0.36
Life Insurance 0.36
Adani Enterp. 0.34
O N G C 0.34
Dr Reddy's Labs 0.32
International Ge 0.32
Aurobindo Pharma 0.30
J K Cements 0.30
ERIS Lifescience 0.30
Vishal Mega Mart 0.30
Campus Activewe. 0.29
Atul 0.29
Canara Bank 0.28
Apollo Hospitals 0.28
JSW Infrast 0.27
Mphasis 0.27
Deepak Nitrite 0.27
UltraTech Cem. 0.26
Tech Mahindra 0.26
Shiprocket 0.26
Zensar Tech. 0.25
CARE Ratings 0.25
Turtlemint Finte 0.24
Cipla 0.21
Go Digit General 0.21
Power Fin.Corpn. 0.20
Crompton Gr. Con 0.20
HDFC AMC 0.18
Gujarat Energy 0.18
Interglobe Aviat 0.17
HDFC Life Insur. 0.17
Greenply Industr 0.16
Nestle India 0.14
Asian Paints 0.14
United Spirits 0.12
Ashok Leyland 0.11
Prince Pipes 0.09
Bank of Baroda 0.08
B H E L 0.08
Indian Hotels Co 0.08
Tata Power Co. 0.08
Punjab Natl.Bank 0.05
GSPL Transmissio 0.04
Symbiotec Pharma 0.02
Kirloskar Oil 0.01
IndusInd Bank 0.00
Bajaj Housing 3.43
Torrent Pharma. 3.21
Mindspace Busine 2.26
Muthoot Finance 1.60
N A B A R D 1.32
Manappuram Fin. 1.15
Bajaj Finance 1.14
Cholaman.Inv.&Fn 1.14
ICICI Securities 1.14
S I D B I 0.46
India Infra Fin 0.37
GSEC2033 3.31
GSEC2034 1.61
GSEC2034 1.50
GSEC2032 1.15
Haryana 2040 7.15 1.10
GSEC2033 0.47
GSEC2064 0.22
TREPS 3.61
Net CA & Others 1.22
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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