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MF_134813

Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹38,305.69
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.67%
MF_134813 Return
Benchmark CAGR
10.68%
Nifty 50
Inflation Adj. CAGR
7.63%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.74
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.83
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 54% 10% 22%
60 days 55% 8% 13%
90 days 54% 7% 10%
180 days 60% 5% 7%
1Yr 57% 4% 3%
3Yr 60% 1% 1%
5Yr 48% 1% 1%
7Yr 67% 1% 0%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth Nifty 50
30 days -1.3% | -52.1% | 17.2% | 128.3% 26.6% | -62.5% | 14.4% | 179.2%
60 days -20.5% | -38.1% | 16.9% | 87.3% -23.0% | -48.1% | 16.9% | 120.9%
90 days -15.6% | -30.5% | 16.0% | 76.7% -25.0% | -40.8% | 15.5% | 107.8%
1 Year -1.3% | -5.0% | 12.7% | 45.8% -10.0% | -13.6% | 12.2% | 57.6%
3 Years 11.3% | 4.9% | 14.9% | 21.1% 7.7% | 2.0% | 14.4% | 25.3%
5 Years 9.0% | 10.1% | 14.9% | 20.0% 6.4% | 7.2% | 14.9% | 22.4%
7 Years 12.8% | 12.8% | 14.4% | 15.6% 11.2% | 11.5% | 14.0% | 16.1%
10 Years 12.7% | 12.7% | 14.3% | 15.7% 11.7% | 11.4% | 13.2% | 15.1%
Periods of Negative Return (Drawdowns) 12 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 19, 2015 May 26, 2016 281 days 12% Nifty 50: 18% 10177 8989 10271
Oct. 25, 2016 Jan. 25, 2017 92 days 7% Nifty 50: 9% 11629 10815 11685
Jan. 23, 2018 Aug. 4, 2018 193 days 9% Nifty 50: 9% 14927 13649 14933
Aug. 28, 2018 March 9, 2019 193 days 9% Nifty 50: 14% 15278 13838 15282
July 4, 2019 Oct. 30, 2019 118 days 7% Nifty 50: 10% 16302 15171 16345
Jan. 16, 2020 Oct. 9, 2020 267 days 29% Nifty 50: 38% 17164 12187 17259
Oct. 18, 2021 Jan. 13, 2022 87 days 7% Nifty 50: 10% 25315 23649 25320
Jan. 17, 2022 Nov. 11, 2022 298 days 13% Nifty 50: 16% 25422 22000 25487
Dec. 1, 2022 May 13, 2023 163 days 7% Nifty 50: 10% 25992 24238 26067
Sept. 27, 2024 June 26, 2025 272 days 13% Nifty 50: 15% 37621 32697 37748
Feb. 11, 2026 Aug. 1, 2026 171 days 10% Nifty 50: 14% 39691 35672 39940
Aug. 3, 2026 Oct. 30, 2026 88 days 6% Nifty 50: 10% 39940 37388 38306