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MF_145693

Mirae Asset Equity Savings Fund - Direct Plan - Growth

Hybrid Schemes - Equity Savings Fund

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End Amount
₹22,763.88
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.02%
MF_145693 Return
Benchmark CAGR
11.29%
Nifty 50
Inflation Adj. CAGR
5.68%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.43
Volatility vs Benchmark
Sharpe Ratio
0.65
Risk-Adjusted Return
Sortino Ratio
0.95
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 48% 16% 44%
60 days 46% 14% 27%
90 days 45% 13% 21%
180 days 45% 10% 13%
1Yr 46% 6% 9%
3Yr 13% 2% 4%
5Yr 10% 1% 4%
7Yr 3% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mirae Asset Equity Savings Fund - Direct Plan - Growth Nifty 50
30 days 0.9% | -31.9% | 13.2% | 71.3% 26.6% | -62.3% | 13.9% | 202.0%
60 days -8.5% | -24.6% | 12.6% | 54.1% -23.0% | -50.5% | 15.7% | 138.7%
90 days -6.2% | -29.3% | 12.2% | 47.9% -25.0% | -60.5% | 15.5% | 119.3%
1 Year 2.6% | -0.7% | 10.9% | 32.4% -10.0% | -18.7% | 10.4% | 61.0%
3 Years 10.0% | 9.8% | 12.1% | 16.3% 7.7% | 7.1% | 15.3% | 26.7%
5 Years 8.6% | 8.7% | 12.7% | 15.7% 6.4% | 6.3% | 16.1% | 23.4%
7 Years 11.0% | 11.0% | 11.7% | 12.3% 11.2% | 11.2% | 12.5% | 14.9%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 20, 2020 July 23, 2020 154 days 18% Nifty 50: 37% 11373 9303 11405
Jan. 17, 2022 Aug. 12, 2022 207 days 7% Nifty 50: 16% 15381 14315 15414
Sept. 27, 2024 April 17, 2025 202 days 5% Nifty 50: 15% 20737 19684 20742
Feb. 18, 2026 June 18, 2026 120 days 5% Nifty 50: 14% 22645 21484 22668