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Mirae Asset Mutual Fund

Mirae Asset Multi Asset Allocation Fund - Direct Plan - Growth

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 72/100 · Good

How this score is calculated

  • Star rating (35%)3/5
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.63%
  • AUM (15%)₹3,593 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Mirae Asset Mutual Fund · Hybrid · Multi Asset Allocation

₹14.19

+0.0 (+0.0%)

AUM: ₹3,592 Cr

NAV updated 23 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

Sharpe Ratio

0.62

Std Dev (1Y)

10.37%

Historical Returns (CAGR)

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

1m

+0.13%

3m

+3.34%

6m

+1.31%

1y

+13.47%

3y

—

5y

—

10y

—

since inception

+14.35%

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 0.62% — 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 0.62 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 10.37% is on the lower side for a Multi Asset Allocation fund, 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.

Sector Allocation

Asset Allocation

Equity 67.68%
Mutual Fund 12.94%
Cash Margin 11.14%
Debenture 6.71%
Non Convertible Debenture 4.68%
Repo 3.67%
GOI Securities 2.22%
Net Receivables 0.62%
Bonds 0.56%
Certificate of Deposit 0.47%
Real Estate Investment Trusts 0.39%
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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