Previously Known As : Mirae Asset Hybrid Equity Fund

Mirae Asset Aggressive Hybrid Fund Overview
Category	Aggressive Hybrid Fund
BMSMONEY Rank	17
BMSMONEY Rating
Gro. Opt.	As On:	20-12-2024
NAV	₹30.5_(R)		-1.38%	₹35.32_(D)	-1.37%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	16.09%	12.72%	14.22%	12.09%	-%
LumpSum_(D)	17.65%	14.26%	15.83%	13.73%	-%
SIP_(R)	-37.57%	10.19%	14.02%	13.76%	-%
SIP_(D)	-36.63%	11.8%	15.67%	15.4%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.54	0.27	0.68	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	9.66%	-11.62%	-8.21%	-	6.79%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
JM Aggressive Hybrid Fund	1
Kotak Equity Hybrid Fund	2
UTI Aggressive Hybrid Fund	3
Icici Prudential Equity & Debt Fund	4
Invesco India Aggressive Hybrid Fund	5
Edelweiss Aggressive Hybrid Fund	6

NAV Date: 20-12-2024

Scheme Name	NAV	Rupee Change	Percent Change
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	17.94	-0.2500	-1.3800%
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	21.67	-0.3000	-1.3700%
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	30.5	-0.4300	-1.3800%
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	35.32	-0.4900	-1.3700%

Review Date: 20-12-2024

Mirae Asset Aggressive Hybrid Fund has exhibited poor performance in the Aggressive Hybrid Fund category. The fund has rank of 17 out of 26 funds in the category. The fund has delivered return of 16.09% in 1 year, 12.72% in 3 years and 14.22% in 5 years. The category average for the same periods is 19.65%, 14.85% and 16.16% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 9.66, VaR of -11.62, Average Drawdown of -3.77, Semi Deviation of 6.79 and Max Drawdown of -8.21. The category average for the same parameters is 10.06, -11.75, -4.11, 7.12 and -9.25 respectively. The fund has low risk in the category.

Key Points:

An investment of ₹10,000 in Mirae Asset Aggressive Hybrid Fund direct growth option would have grown to ₹11765.0 in 1 year, ₹14919.0 in 3 years and ₹20851.0 in 5 years as of today (20-12-2024).
An SIP of ₹1,000 per month in Mirae Asset Aggressive Hybrid Fund direct growth option would have grown to ₹9455.0 in 1 year, ₹42961.0 in 3 years and ₹88828.0 in 5 years as of today (20-12-2024).
standard deviation of 9.66 and based on VaR one can expect to lose more than -11.62% of current value of fund in one year.
Sharpe ratio of the fund is 0.54 which shows average performance of fund in the aggressive hybrid fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	1.56	2.09	0.42 \| 5.63	20 \| 28	Average
3M Return %	-5.62	-4.51	-10.95 \| 0.18	23 \| 28	Poor
6M Return %	2.13	2.94	-7.92 \| 9.50	20 \| 27	Average
1Y Return %	16.09	19.65	14.60 \| 30.01	22 \| 28	Poor
3Y Return %	12.72	14.85	8.93 \| 23.60	18 \| 26	Average
5Y Return %	14.22	16.16	11.55 \| 27.08	15 \| 25	Average
7Y Return %	12.09	12.29	8.98 \| 16.82	11 \| 20	Average
1Y SIP Return %	-37.57	-35.01	-39.59 \| -28.09	22 \| 25	Poor
3Y SIP Return %	10.19	13.58	8.42 \| 23.51	18 \| 23	Average
5Y SIP Return %	14.02	16.85	11.64 \| 25.75	17 \| 22	Average
7Y SIP Return %	13.76	15.83	12.19 \| 22.42	13 \| 17	Average
Standard Deviation	9.66	10.06	8.70 \| 13.76	14 \| 26	Good
Semi Deviation	6.79	7.12	6.11 \| 10.03	10 \| 26	Good
Max Drawdown %	-8.21	-9.25	-17.76 \| -5.44	12 \| 26	Good
VaR 1 Y %	-11.62	-11.75	-19.78 \| -8.42	16 \| 26	Average
Average Drawdown %	-3.77	-4.11	-6.25 \| -2.42	11 \| 26	Good
Sharpe Ratio	0.54	0.69	0.11 \| 1.36	18 \| 26	Average
Sterling Ratio	0.68	0.76	0.34 \| 1.34	16 \| 26	Average
Sortino Ratio	0.27	0.36	0.07 \| 0.85	18 \| 26	Average

_{Return data last Updated On :
Dec. 20, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Nov. 29, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	1.66	2.19	0.52 \| 5.76	19 \| 28
3M Return %	-5.31	-4.23	-10.66 \| 0.50	23 \| 28
6M Return %	2.81	3.56	-7.32 \| 10.22	18 \| 27
1Y Return %	17.65	21.13	15.64 \| 32.35	22 \| 28
3Y Return %	14.26	16.24	10.25 \| 25.24	19 \| 26
5Y Return %	15.83	17.55	12.82 \| 28.32	15 \| 25
7Y Return %	13.73	13.51	9.92 \| 18.06	8 \| 20
1Y SIP Return %	-36.63	-34.34	-39.33 \| -26.79	21 \| 26
3Y SIP Return %	11.80	14.85	9.75 \| 25.47	17 \| 24
5Y SIP Return %	15.67	18.10	13.07 \| 27.09	16 \| 23
7Y SIP Return %	15.40	16.84	13.44 \| 23.61	11 \| 18
Standard Deviation	9.66	10.06	8.70 \| 13.76	14 \| 26
Semi Deviation	6.79	7.12	6.11 \| 10.03	10 \| 26
Max Drawdown %	-8.21	-9.25	-17.76 \| -5.44	12 \| 26
VaR 1 Y %	-11.62	-11.75	-19.78 \| -8.42	16 \| 26
Average Drawdown %	-3.77	-4.11	-6.25 \| -2.42	11 \| 26
Sharpe Ratio	0.54	0.69	0.11 \| 1.36	18 \| 26
Sterling Ratio	0.68	0.76	0.34 \| 1.34	16 \| 26
Sortino Ratio	0.27	0.36	0.07 \| 0.85	18 \| 26

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-1.38	₹ 9,862.00	-1.37	₹ 9,863.00
1W	-3.43	₹ 9,657.00	-3.41	₹ 9,659.00
1M	1.56	₹ 10,156.00	1.66	₹ 10,166.00
3M	-5.62	₹ 9,438.00	-5.31	₹ 9,469.00
6M	2.13	₹ 10,213.00	2.81	₹ 10,281.00
1Y	16.09	₹ 11,609.00	17.65	₹ 11,765.00
3Y	12.72	₹ 14,322.00	14.26	₹ 14,919.00
5Y	14.22	₹ 19,440.00	15.83	₹ 20,851.00
7Y	12.09	₹ 22,225.00	13.73	₹ 24,604.00
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-37.57	₹ 9,384.72	-36.63	₹ 9,455.42
3Y	₹ 36000	10.19	₹ 41,966.06	11.80	₹ 42,960.64
5Y	₹ 60000	14.02	₹ 85,283.46	15.67	₹ 88,827.72
7Y	₹ 84000	13.76	₹ 137,204.17	15.40	₹ 145,487.58
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Mirae Asset Aggressive Hybrid Fund NAV Regular Growth	Mirae Asset Aggressive Hybrid Fund NAV Direct Growth
20-12-2024	30.504	35.317
19-12-2024	30.93	35.809
18-12-2024	31.111	36.017
17-12-2024	31.283	36.216
16-12-2024	31.606	36.588
13-12-2024	31.589	36.564
12-12-2024	31.485	36.442
11-12-2024	31.627	36.606
10-12-2024	31.625	36.602
09-12-2024	31.535	36.496
06-12-2024	31.589	36.555
05-12-2024	31.564	36.525
04-12-2024	31.396	36.329
03-12-2024	31.336	36.258
02-12-2024	31.131	36.019
29-11-2024	31.001	35.866
28-11-2024	30.806	35.639
27-11-2024	30.988	35.848
26-11-2024	30.863	35.701
25-11-2024	30.85	35.685
22-11-2024	30.466	35.238
21-11-2024	30.036	34.739

Fund Launch Date: 29/Jul/2015
Fund Category: Aggressive Hybrid Fund
Investment Objective: The investment objective of the Scheme is to generate capital appreciation along with current income from a combined portfolio of predominantly investing in equity & equity related instruments and balance in debt and money market instruments. The Scheme does not guarantee or assure any returns.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 35+65 -Aggressive Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Mirae Asset Aggressive Hybrid Fund

Previously Known As : Mirae Asset Hybrid Equity Fund

Mirae Asset Aggressive Hybrid Fund NAV

Mirae Asset Aggressive Hybrid Fund Review

Mirae Asset Aggressive Hybrid Fund Performance Comparison with Peers (Regular Plan Chart)

Mirae Asset Aggressive Hybrid Fund Review Dashboard (Regular Plan)

Mirae Asset Aggressive Hybrid Fund Review Dashboard (Direct Plan)

Mirae Asset Aggressive Hybrid Fund Lumpsum Returns and Investment Value

Mirae Asset Aggressive Hybrid Fund SIP Return and Investment Value

Mirae Asset Aggressive Hybrid Fund NAV History

Mirae Asset Aggressive Hybrid Fund Information