Mirae Asset Midcap Fund - Regular Plan-Growth Option

Fund House: Mirae Asset Mutual Fund
Category: Equity: Mid Cap
Launch Date: 01-07-2019
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 1.7% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 14,920.07 Cr As on 31-03-2025(Source:AMFI)
Turn over: 65% | Exit Load: 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.

32.883

23.22%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 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
2 Years 2 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 provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of midcap companies. From time to time, the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction.

Current Asset Allocation (%)

Indicators

Standard Deviation 17.06
Sharpe Ratio 0.49
Alpha -4.42
Beta 0.97
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 5.3 25.51 16.41 30.37 -
Invesco India Midcap Fund - Growth Option 19-04-2007 19.29 34.87 23.11 31.08 16.88
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.38 34.62 23.14 34.15 17.63
Franklin India Prima Fund-Growth 01-12-1993 15.47 31.77 21.8 28.88 14.96
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 14.36 36.43 26.61 37.5 17.65
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 14.19 34.49 23.9 34.1 17.6
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 14.03 32.69 22.4 30.13 14.91
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 13.95 33.08 - - -
Kotak Emerging Equity Scheme - Growth 30-03-2007 13.73 26.84 18.81 30.95 17.06
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 11.66 32.1 24.52 33.93 17.29

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

19.16%

Others

1.25%

Large Cap

9.65%

Mid Cap

69.95%

Feedback
Notification