Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_153196

Mirae Asset Small Cap Fund - Direct Plan - Growth

Equity Schemes - Small Cap Fund

Back to Home
End Amount
₹11,867.99
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.36%
MF_153196 Return
Benchmark CAGR
0.44%
Nifty 50
Inflation Adj. CAGR
5.61%
Real Annualized Return
Alpha
0.19
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.96
Risk-Adjusted Return
Sortino Ratio
1.98
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 70% 45% 21%
60 days 74% 31% 12%
90 days 75% 30% 11%
180 days 76% 22% 5%
1Yr 100% 12% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mirae Asset Small Cap Fund - Direct Plan - Growth Nifty 50
30 days -52.0% | -61.3% | 23.3% | 268.4% 26.6% | -67.5% | 8.6% | 123.4%
60 days -41.6% | -39.0% | 18.2% | 115.1% -23.0% | -45.5% | 4.4% | 79.3%
90 days -21.0% | -34.5% | 19.1% | 106.2% -25.0% | -41.0% | 4.8% | 58.4%
1 Year -0.3% | 1.4% | 10.9% | 22.7% -10.0% | -10.9% | -2.3% | 13.8%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 5, 2025 April 18, 2025 72 days 11% Nifty 50: 7% 10116 9020 10237
Nov. 3, 2025 June 18, 2026 227 days 15% Nifty 50: 13% 12024 10207 12025
Sept. 8, 2026 Oct. 30, 2026 52 days 10% Nifty 50: 6% 13071 11723 11868