Mirae Asset Aggressive Hybrid Fund - Direct Plan has delivered 80.64% absolute return over the last 5 years.
The average return for Aggressive funds is 59.52% .
This fund ranks #5 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 6.00% .
The fund currently owns more than 148 stocks.
The top 10 holdings account for 31.80% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.04% | -3.09% |
| 2 Year Return | 36.26% | 8.90% |
| 3 Year Return | 55.72% | 24.89% |
| 4 Year Return | 124.45% | 44.78% |
| 5 Year Return | 143.59% | 59.52% |
| 6 Year Return | 174.93% | 94.54% |
| 7 Year Return | 288.01% | 119.15% |
| Expense Ratio | 0.40% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
6.00%
|
|
| 2 | Financials |
4.98%
|
|
| 3 | Financials |
4.09%
|
|
| 4 | Energy |
3.44%
|
|
| 5 | Communication Services |
3.24%
|
|
| 6 | Financials |
2.43%
|
|
| 7 |
1.98%
|
||
| 8 | Utilities |
1.92%
|
|
| 9 | Pharmaceuticals |
1.89%
|
|
| 10 |
1.83%
|
||
| 11 | Industrials |
1.75%
|
|
| 12 | Non-Banking Financial Company (NBFC) |
1.61%
|
AMC: MIRAEASSET
Category: Hybrid • Aggressive
Launch Date: 08 Jul 2015
Fund Manager: Mr. Harshad Borawake
Minimum Purchase: ₹5,000
Exit Load: 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. 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: 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.
Lock-in: 1
Risk: Moderate Risk
Mirae Asset Aggressive Hybrid Fund - Direct Plan is managed by MIRAEASSET and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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