MonitorDirect · GrowthWatch before adding
Mirae Asset Aggressive Hybrid Fund
Mirae Asset Mutual FundHybrid Schemes - Aggressive Hybrid Fund11.3 years
The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments.
- NAV
- 38.386
- 29 Oct 2026
- 1Y
- -1.5%
- Trailing CAGR
- AUM
- ₹9,238.96 Cr
- 30 Sept 2026
- Volatility
- Medium
- 12.2% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 70% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
11.3 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.63% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -29.0%. Ask whether you can hold through a similar fall.
Vs category
Pass
70% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Basant Bafna · 0.8 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 31.3% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 29%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.5%
- 3Y+11.3%
- 5Y+9.3%
- 10Y+12.7%
- SI+12.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.0%
- 3Y+5.2%
- 5Y+9.3%
- 10Y+12.2%
- Since inception
- +12.7%
- Calendar-day CAGR
- Excess 1Y
- +3.7%
- Category median, same plan and option
- 3Y win rate
- +70%
- Windows beating the median
- 3Y percentile
- 67
- Vs comparable share classes
- SIP 3Y XIRR
- +5.2%
- Simulated monthly SIP
- Worst rolling 3Y
- -0.1%
- 2032 daily-ending windows
- Median rolling 3Y
- +14.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1544 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -29.0%
- Worst peak-to-trough
- Current
- -4.0%
- Below last peak
- Current spell
- 87 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 167 recovered episodes
- Longest recovery
- 200 days
- Trough to prior peak
16 Jan 2020 – 9 Oct 2020
Trough 23 Mar 2020 · recovered in 200 days
-29.0%
17 Jan 2022 – 11 Nov 2022
Trough 20 Jun 2022 · recovered in 144 days
-13.5%
27 Sept 2024 – 26 Jun 2025
Trough 28 Feb 2025 · recovered in 118 days
-13.1%
19 Aug 2015 – 26 May 2016
Trough 25 Feb 2016 · recovered in 91 days
-11.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
73
Consistency
69
Risk-adjusted
54
Drawdown
28
Mean
58
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 70% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 153 holdings · top 10 are 31.3%.
- Top 5
- 20.8%
- Top 10
- 31.3%
- Largest holding
- 5.9%
- Effective holdings
- 59.8
HDFC Bank Ltd
Financial
5.9%
ICICI Bank Ltd
Financial
4.7%
State Bank of India
Financial
4.0%
Reliance Industries Ltd
Energy & Utilities
3.3%
Bharti Airtel Ltd
Technology
3.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -3.1%
- 3Y
- +10.7%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.54
- 3Y win
- +92%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +0.5%
- 3Y
- +13.0%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.58
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- -5.1%
- 3Y
- +12.4%
- Vol
- 11.9%
- Max DD
- -30.7%
- Sharpe
- 0.84
- 3Y win
- +95%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
SBI AGGRESSIVE HYBRID FUND
SBI Mutual Fund
- 1Y
- -1.9%
- 3Y
- +12.0%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.73
- 3Y win
- +56%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
BANK OF INDIA AGGRESSIVE HYBRID FUND
Bank of India Mutual Fund
- 1Y
- +8.2%
- 3Y
- +16.0%
- Vol
- 14.3%
- Max DD
- -36.6%
- Sharpe
- 0.70
- 3Y win
- +76%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER