Mirae Asset Mid Cap Fund
Direct · Growth ₹42.10
18 Jun 2026
NAV
25.3%
3Y CAGR
26.3%
5Y CAGR
26.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.06
Sharpe
-37.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.17 L | 29.6% | -27.8% | 127.5% |
| 3 Years | ₹36.00 L | ₹49.33 L | 23.1% | 4.9% | 35.4% |
| 5 Years | ₹60.00 L | ₹1.00 Cr | 23.1% | 11.7% | 34.2% |
| 7 Years | ₹84.00 L | ₹1.72 Cr | 20.5% | 19.8% | 21.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 29.6% | 22.1% | 21.9% | +7.5% |
| 3 Years | 23.1% | 17.4% | 20.1% | +5.7% |
| 5 Years | 23.1% | 16.5% | 19.4% | +6.6% |
| 7 Years | 20.5% | 16.7% | 19.2% | +3.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 28.5% | 20.2% | -4.3% | 119.6% | 0.82 | 10.22 | 96% | — | — |
| 3 Years | 25.3% | 24.1% | 13.3% | 41.7% | 3.36 | — | 100% | — | — |
| 5 Years | 26.3% | 27.5% | 16.2% | 35.3% | 4.06 | — | 100% | — | — |
-37.4%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-4.7%
Avg Drawdown
Calmar Ratio by Duration
0.76
1Y
0.68
3Y
0.70
5Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.12 | 0.93 | 93.6% | 90.0% | 9.3% | 6.2% |
| 3 Years | +1.06 | 0.91 | 91.9% | 90.4% | 19.8% | 20.0% |
| 5 Years | +1.02 | 0.89 | 90.0% | 88.4% | 17.4% | 17.7% |
| 7 Years | +2.09 | 0.93 | 92.8% | 90.3% | 22.7% | 21.7% |
| 10 Years | +1.26 | 0.93 | 92.8% | 90.3% | 15.4% | 14.7% |
| 12 Years | +0.95 | 0.93 | 92.8% | 90.3% | 12.7% | 12.1% |
| 15 Years | +0.65 | 0.93 | 92.8% | 90.3% | 10.0% | 9.6% |