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MF_147445

Mirae Asset Midcap Fund - Direct Plan - Growth

Equity Schemes - Mid Cap Fund

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End Amount
₹40,540.21
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
21.27%
MF_147445 Return
Benchmark CAGR
11.90%
Nifty 50
Inflation Adj. CAGR
15.57%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.82
Risk-Adjusted Return
Sortino Ratio
1.20
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 64% 40% 23%
60 days 68% 28% 13%
90 days 68% 25% 9%
180 days 78% 18% 6%
1Yr 83% 14% 2%
3Yr 100% 9% 0%
5Yr 100% 9% 0%
7Yr 100% 10% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mirae Asset Midcap Fund - Direct Plan - Growth Nifty 50
30 days -38.8% | -70.5% | 33.0% | 288.3% 26.6% | -63.0% | 14.5% | 207.9%
60 days -50.3% | -64.4% | 30.2% | 182.7% -23.0% | -51.8% | 15.9% | 140.9%
90 days -33.1% | -64.2% | 27.7% | 160.5% -25.0% | -64.9% | 16.5% | 121.5%
1 Year -2.7% | -0.9% | 18.2% | 94.6% -10.0% | -5.4% | 11.1% | 62.0%
3 Years 14.3% | 14.7% | 23.5% | 36.6% 7.7% | 7.0% | 15.3% | 27.0%
5 Years 12.8% | 13.4% | 26.3% | 33.0% 6.4% | 6.1% | 16.0% | 23.8%
7 Years 20.3% | 20.3% | 23.3% | 24.3% 11.2% | 11.1% | 12.7% | 13.8%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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
Sept. 23, 2019 Oct. 26, 2019 33 days 5% Nifty 50: 4% 10915 10319 10975
Feb. 20, 2020 Oct. 22, 2020 245 days 37% Nifty 50: 37% 12061 7553 12121
March 4, 2021 May 1, 2021 58 days 6% Nifty 50: 5% 17218 16156 17257
Nov. 9, 2021 Jan. 15, 2022 67 days 10% Nifty 50: 8% 22925 20706 22970
Jan. 17, 2022 Sept. 6, 2022 232 days 18% Nifty 50: 16% 22970 18852 23017
Sept. 15, 2022 Dec. 2, 2022 78 days 6% Nifty 50: 6% 23548 22066 23664
Dec. 2, 2022 June 3, 2023 183 days 11% Nifty 50: 9% 23664 21106 23766
Sept. 11, 2023 Nov. 29, 2023 79 days 7% Nifty 50: 6% 28839 26817 28921
March 4, 2024 April 2, 2024 29 days 6% Nifty 50: 3% 33083 30935 33199
Oct. 1, 2024 Sept. 16, 2025 350 days 23% Nifty 50: 14% 40707 31533 40785
Jan. 5, 2026 May 7, 2026 122 days 14% Nifty 50: 15% 42176 36108 42361
Aug. 31, 2026 Oct. 30, 2026 60 days 13% Nifty 50: 8% 45472 39436 40540