Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Strong capital defense: downside capture of 66% limits losses during market corrections.
- Generated +2.1% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 1.91% is lower than category median (2.2%).
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.31% | +6.16% | +1.15% |
| 3 Months | +2.35% | +1.07% | +1.28% |
| 6 Months | +6.03% | +5.38% | +0.65% |
| 1 Year | +4.45% | +2.59% | +1.86% |
| 3 Years CAGR | +11.56% | +10.89% | +0.67% |
| 5 Years CAGR | +8.84% | +8.84% | 0.00% |
| 7 Years CAGR | +12.28% | +12.32% | -0.04% |
| 10 Years CAGR | +12.14% | +11.96% | +0.18% |
| Since Inception | +11.60% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Mirae Asset Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +3.03% | +2.63% | +0.40% |
| 2025 | +9.74% | +6.01% | +3.73% |
| 2024 | +13.61% | +15.75% | -2.14% |
| 2023 | +19.05% | +20.35% | -1.30% |
| 2022 | +2.36% | +2.27% | +0.09% |
| 2021 | +23.77% | +23.77% | 0.00% |
| 2020 | +13.65% | +13.43% | +0.22% |
| 2019 | +11.93% | +10.39% | +1.54% |
| 2018 | +1.28% | -2.51% | +3.79% |
| 2017 | +27.81% | +25.44% | +2.37% |
| 2016 | +8.53% | +5.08% | +3.45% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -22.40% | +13.06% | +10.97% | +67.54% | 90.9% | 43.0% |
| 3-Year Rolling | -1.81% | +12.70% | +13.20% | +24.45% | 99.8% | 26.9% |
| 5-Year Rolling | +7.06% | +13.07% | +13.28% | +21.65% | 100.0% | 15.9% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-01-16 | 2020-03-23 | -29.2% | 2 months | 7 months |
| 2022-01-17 | 2022-06-20 | -14.0% | 5 months | 5 months |
| 2024-09-27 | 2025-02-28 | -13.6% | 5 months | 7 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity Related Instruments- 65% to 80% (High)Debt & Money Market Instruments - 20% to 35% (Medium)Units issued by InVITs and units of Domestic Mutual Funds^- 0% to 10% (Medium to High) ^The scheme may invest in the units of Overnight Fund, Money Market Fund & Liquid Fund (including Liquid ETFs) of Domestic Mutual Fund. | Per Scheme Mandate |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 9,838 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as stretched relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Navi Aggressive Hybrid Fund | 5.2 | +11.73% | 2.57% | 56.6% | Rs 120 cr | Compare → |
| 360 ONE Balanced Hybrid Fund | 4.9 | +9.78% | 2.19% | 35.1% | Rs 671 cr | Compare → |
| WhiteOak Capital Balanced Hybrid Fund | 4.8 | +10.07% | 2.25% | 46.9% | Rs 307 cr | Compare → |
| UTI Aggressive Hybrid Fund | 5.7 | +11.02% | 1.89% | 69.3% | Rs 6,818 cr | Compare → |
| BANK OF INDIA AGGRESIVE HYBRID FUND | 6.0 | +14.00% | 2.24% | 52.5% | Rs 2,384 cr | Compare → |
Frequently Asked Questions about Mirae Asset Aggressive Hybrid Fund
What is the expense ratio of Mirae Asset Aggressive Hybrid Fund?
Mirae Asset Aggressive Hybrid Fund has a total expense ratio (TER) of 1.91% with a base expense ratio of 1.5%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Mirae Asset Aggressive Hybrid Fund?
Mirae Asset Aggressive Hybrid Fund is managed by Harshad Borawake.
What are the historical returns of Mirae Asset Aggressive Hybrid Fund?
Mirae Asset Aggressive Hybrid Fund delivered a 3-year CAGR of 11.56% and a 5-year CAGR of 8.84%. Its 1-year return stands at +4.45%.
How large is Mirae Asset Aggressive Hybrid Fund?
Mirae Asset Aggressive Hybrid Fund manages assets of Rs 9,838 cr, placing it in the 'stretched' size band relative to Aggressive Hybrid peers.
How is Mirae Asset Aggressive Hybrid Fund scored on MFIQ?
Mirae Asset Aggressive Hybrid Fund holds an MFIQ Score of 5.7/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Mirae Asset Aggressive Hybrid Fund?
Mirae Asset Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 10.96% with a maximum historical drawdown of -29.18%.