info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Mirae Asset Mutual Fund

Mirae Asset Multi Asset Allocation Fund - Direct Plan - Growth

★★★★★ monitor_heart Health Score: 72/100 · Good

Mirae Asset Mutual Fund · Hybrid · Multi Asset Allocation

₹13.83

-0.04 (-0.26%) trending_down

AUM: ₹3,422 Cr

NAV updated 17 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.63%

Exit Load

Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 180 Days.

Fund Manager

Ritesh Patel

Inception

Jan 2024

Benchmark

Sharpe Ratio

0.76

Std Dev (1Y)

10.25%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+1.78%

3m

+5.26%

6m

+1.5%

1y

+12.08%

3y

5y

10y

since inception

+14.68%

rate_review TopFund's Take on Mirae Asset Multi Asset Allocation Fund - Direct Plan - Growth

Mirae Asset Multi Asset Allocation Fund - Direct Plan - Growth holds up reasonably well within the Multi Asset Allocation category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 72/100.

Cost: At 0.63%, the expense ratio is roughly in line with the Multi Asset Allocation category average of 0.64% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.76 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 10.25% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 66.88%
Mutual Fund 12.90%
Cash Margin 12.38%
Debenture 5.54%
Repo 4.30%
Non Convertible Debenture 3.43%
GOI Securities 3.00%
Bonds 2.03%
Certificate of Deposit 1.40%
Bonds/NCDs 0.73%
Real Estate Investment Trusts 0.38%
State Development Loan 0.07%

Frequently Asked Questions about Mirae Asset Multi Asset Allocation Fund - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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