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MF_150470

Mirae Asset Balanced Advantage Fund - Direct Plan - Growth

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹15,174.17
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.39%
MF_150470 Return
Benchmark CAGR
7.65%
Nifty 50
Inflation Adj. CAGR
5.93%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.56
Volatility vs Benchmark
Sharpe Ratio
0.60
Risk-Adjusted Return
Sortino Ratio
0.94
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 55% 13% 22%
60 days 56% 10% 14%
90 days 54% 9% 9%
180 days 55% 7% 4%
1Yr 62% 4% 4%
3Yr 80% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mirae Asset Balanced Advantage Fund - Direct Plan - Growth Nifty 50
30 days -2.9% | -31.5% | 12.4% | 75.8% 26.6% | -53.2% | 9.7% | 143.5%
60 days -15.3% | -20.7% | 10.8% | 52.6% -23.0% | -41.0% | 8.5% | 87.5%
90 days -11.7% | -15.3% | 11.3% | 41.3% -25.0% | -30.7% | 11.6% | 59.4%
1 Year 0.7% | 2.5% | 11.1% | 24.6% -10.0% | -7.8% | 10.0% | 31.1%
3 Years 10.2% | 9.7% | 13.3% | 14.6% 7.7% | 6.1% | 12.4% | 15.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 26, 2024 May 10, 2025 226 days 8% Nifty 50: 15% 14270 13197 14298
Feb. 11, 2026 July 2, 2026 141 days 7% Nifty 50: 14% 15383 14293 15402