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Thematic FundMirae Asset Investment Managers (India) Pvt. Ltd

Mirae Asset Banking and Financial Services Fund - Direct Plan - Growth

Benchmark: Nifty Financial Services TRI · Riskometer: Very High

₹23.929

NAV (2026-08-31)

₹2,351.22 Cr

AUM (2026-08-26)

0.72%

EXPENSE RATIO (DIRECT)

2020-11-25

INCEPTION

BQuality · 67.5/100
CSafety · 62.2/100
BCompound · 74.9/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

-12%1.3%15%28%42%1Y3Y5Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR17.7%41.67th 18.2%
3Y Sharpe Ratio0.5337.04th 0.68
3Y Alpha3.9%62.96th 2.2%
3Y Std Deviation14.7%59.26th (lower is better)15.1%

3.9215

Alpha (%)

0.9246

Beta

100.4736

Up Capture

5.445

Tracking Error (%)

3-year window vs. Nifty Financial Services TRI.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

59.6972%20.2789%7.3142%7.2513%TOP 6100%
Banks 59.6972%Finance 20.2789%Insurance 7.3142%Capital Markets 7.2513%Financial Technology (Fintech) 3.6397%Other 1.8186%

TOP HOLDINGS

HDFC Bank Ltd. (Banks)14.5132%
ICICI Bank Ltd. (Banks)14.0987%
State Bank of India (Banks)8.7899%
Axis Bank Ltd. (Banks)7.6006%
Kotak Mahindra Bank Ltd. (Banks)4.0028%
Bajaj Finance Ltd. (Finance)3.7882%
SBI Life Insurance Co. Ltd. (Insurance)3.2339%
Aditya Birla Capital Ltd. (Finance)3.1812%
L&T Finance Ltd. (Finance)3.0097%
The Federal Bank Ltd. (Banks)2.7606%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:

CHART

Asset Allocation

As of Jul-2026

98.18%TOP 3100%
Equity 98.18%Debt 0%Cash 1.82%

CHART

Market Cap Split

As of Jul-2026

66.1979%9.7681%23.1219%TOP 399%
Large 66.1979%Mid 9.7681%Small 23.1219%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.