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MF_147206

Mirae Asset Focused Fund - Direct Plan - Growth

Equity Schemes - Focused Fund

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End Amount
₹26,930.56
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.19%
MF_147206 Return
Benchmark CAGR
11.55%
Nifty 50
Inflation Adj. CAGR
8.77%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.64
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 56% 26% 20%
60 days 56% 19% 13%
90 days 57% 16% 12%
180 days 57% 11% 8%
1Yr 52% 7% 5%
3Yr 37% 3% 2%
5Yr 51% 1% 1%
7Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mirae Asset Focused Fund - Direct Plan - Growth Nifty 50
30 days -1.0% | -70.6% | 18.7% | 229.1% 26.6% | -62.7% | 13.0% | 206.7%
60 days -26.0% | -59.1% | 16.4% | 147.2% -23.0% | -51.6% | 14.9% | 140.4%
90 days -9.8% | -62.5% | 14.3% | 134.4% -25.0% | -64.4% | 15.0% | 120.5%
1 Year -7.0% | -8.2% | 11.7% | 75.7% -10.0% | -10.5% | 10.6% | 61.5%
3 Years 8.5% | 7.1% | 13.1% | 28.9% 7.7% | 7.0% | 15.1% | 26.9%
5 Years 4.9% | 5.3% | 17.7% | 24.3% 6.4% | 6.2% | 16.2% | 23.6%
7 Years 12.6% | 12.6% | 13.9% | 15.4% 11.2% | 11.2% | 12.1% | 13.6%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 10 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
June 3, 2019 Sept. 20, 2019 109 days 7% Nifty 50: 11% 10934 10194 11000
Jan. 24, 2020 Aug. 26, 2020 215 days 38% Nifty 50: 38% 12343 7626 12406
Sept. 16, 2020 Oct. 9, 2020 23 days 7% Nifty 50: 7% 12642 11726 12682
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 15623 14754 15685
March 3, 2021 May 19, 2021 77 days 5% Nifty 50: 6% 16735 15867 16758
Oct. 18, 2021 Jan. 12, 2022 86 days 8% Nifty 50: 10% 21763 20063 21790
Jan. 17, 2022 July 20, 2023 549 days 20% Nifty 50: 16% 21833 17470 21839
Sept. 15, 2023 Dec. 2, 2023 78 days 8% Nifty 50: 7% 22662 20915 22742
Sept. 26, 2024 Sept. 18, 2025 357 days 17% Nifty 50: 15% 28954 23980 29061
Sept. 18, 2025 Oct. 30, 2026 407 days 21% Nifty 50: 12% 29061 22957 26931