MonitorDirect · Growth
Mirae Asset Nifty LargeMidcap 250 Index Fund
- NAV
- 10.2306
- 15 Sept 2026
- 1Y
- -1.0%
- Trailing CAGR
- AUM
- ₹37.14 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.8% annualized
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-1.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+1.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-3.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +1.9%
- Calendar-day CAGR
- Excess 1Y
- -2.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 23 days
- 15 recovered episodes
- Longest recovery
- 125 days
- Trough to prior peak
- Current spell
- 43 days
- Days below latest peak
- Time below peak
- +94%
- NAV observations
16 Dec 2024 – 9 Jun 2025
Trough 28 Feb 2025 · recovered in 101 days
-15.5%
2 Jan 2026 – 3 Aug 2026
Trough 31 Mar 2026 · recovered in 125 days
-14.4%
3 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-5.5%
6 Nov 2024 – 4 Dec 2024
Trough 13 Nov 2024 · recovered in 21 days
-5.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
20
Vs category
36
Consistency
96
Risk-adjusted
18
Drawdown
61
Mean
46
Portfolio
31 Aug 2026 · 251 holdings · top 10 are 22.2%.
- Top 5
- 15.1%
- Top 10
- 22.2%
- Largest holding
- 3.9%
- Effective holdings
- 107.0
HDFC Bank Ltd
Financial
3.9%
ICICI Bank Ltd
Financial
3.8%
Reliance Industries Ltd
Energy & Utilities
3.1%
Bharti Airtel Ltd
Technology
2.0%
Larsen & Toubro Ltd
Industrials
1.7%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- The fund beat the category median in 96% of rolling 1-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Groww Nifty Next 50 Index Fund
Groww Mutual Fund
- 1Y
- +2.9%
- 3Y
- n/a
- Vol
- 16.6%
- Max DD
- -14.3%
- Sharpe
- 0.09
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
JioBlackRock Nifty Midcap 150 Index Fund
Jio BlackRock Mutual Fund
- 1Y
- +3.6%
- 3Y
- n/a
- Vol
- 15.8%
- Max DD
- -14.0%
- Sharpe
- 0.02
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
360 ONE ELSS Tax Saver Nifty 50 Index Fund
360 ONE Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.6%
- Vol
- 12.5%
- Max DD
- -15.4%
- Sharpe
- 0.24
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns