mirae

What is difference between Mirae Asset Emerging Bluechip Fund and Mirae Asset India Opportunities Fund?

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Ankit

Both Mirae Asset Emerging Bluechip Fund and Mirae Asset India Opportunities Fund are equity oriented funds, but Bluechip fund is a midcap fund whereas Opportunities Fund is a large cap fund.

Bluechip fund is for aggressive investors looking to invest for 5 years or more whereas a new investor or a cautious investor should prefer to invest in Opportunities Fund. Both funds have an AUM (Asset Under Management) of 4000+ crores and both have allocated majority of their investments in Financial Services.

Few top holdings of the Bluechip Fund are:

·     Kotak Mahindra Bank Ltd

·     Tata Steel Ltd

·     Ceat Ltd

·     Raymond Ltd

·     Voltas Ltd

·     Tata Global Beverages Ltd

Few top holdings of the Opportunities Fund are:

·     HDFC Bank Ltd

·     Maruti Suzuki India Ltd

·     Larsen & Toubro Ltd

·     Grasim Industries Ltd

·     Reliance Industries Ltd

·     Infosys Ltd

Both the funds have outperform their respective benchmarks and also both have an expense ratio of more than 2, which is comparatively high.

Risk involved in Bluechip Fund is lower than the benchmark whereas in case of Opportunities fund, the risk is higher than the benchmark. 1 year, 3 year and 5 year returns of both the funds are higher than the benchmark. Benchmark for Bluechip fund is NIFTY Free Float Midcap 100 and the benchmark for Opportunities fund is NIFTY 50.

An investor willing to take more risk should invest in Bluechip Fund whereas an investor who is not willing to take much risk should invest in Opportunities Fund. The abve information will make an investor their own portfolio experts and will be smartly able to make the right choice.

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