Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

(Erstwhile Mirae Asset Prudence Fund)
Fund House: Mirae Asset Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 02-07-2015
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.74% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,683.14 Cr As on 31-03-2025(Source:AMFI)
Turn over: 63% | Exit Load: I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 days from the date of allotment shall be subject to the following exit load: (Redemption of units would be done on First In First Out Basis (FIFO): If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL. II. Other Redemptions: For Investors who have not opted for SWP under the plan (including Switch out, STP out): If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL

30.854

12.26%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.79
Sharpe Ratio 0.38
Alpha 0.69
Beta 1.11
Yield to Maturity 7.37
Average Maturity 4.57

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 11.13 17.86 12.11 18.85 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 18.75 23.21 15.51 20.4 12.54
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 14.26 19.45 12.01 18.5 11.69
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 13.91 23.3 15.54 22.69 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 13.82 19.98 13.14 20.79 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 13.73 23.31 15.26 18.93 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 13.03 22.09 16.45 23.54 11.95
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 12.64 22.29 16.18 22.22 12.24
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 12.64 22.34 16.29 22.28 12.29
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 12.3 16.41 9.26 16.62 -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.12%

Others

22.97%

Large Cap

57.08%

Mid Cap

9.81%

Feedback
Notification