Scheme Overview
Mirae Asset Midcap Fund - Regular Plan-Growth Option
| Category: Equity: Mid Cap |
| Launch Date: 01-07-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| Expense Ratio: 1.67% As on ( 31-05-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 16,337.63 Cr As on ( 30-05-2025) |
| Turn over: 65 |
35.422
-0.23 ( -0.6437% )
24.13%
NIFTY Midcap 150 TRI17.78%
PERFORMANCE of Mirae Asset Midcap Fund - Regular Plan-Growth Option
Scheme Performance (%) Data as on - 17-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 2.65 | 24.95 | 30.24 | - | 24.13 |
| NIFTY MIDCAP 150 TRI | 4.87 | 30.57 | 32.94 | 19.09 | 17.78 |
| Equity: Mid Cap | 3.7 | 27.48 | 29.44 | 16.29 | 18.86 |
Yearly Performance (%)
Fund Managers
Ankit Jain
Investment Objective
The scheme seeks to provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of midcap companies. From time to time, the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction.
RETURNS CALCULATOR for Mirae Asset Midcap Fund - Regular Plan-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Mirae Asset Midcap Fund - Regular Plan-Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 13.73 | 0.87 | -4.4 | 0.97 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of Mirae Asset Midcap Fund - Regular Plan-Growth Option
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 2.65 | 24.01 | 24.95 | 30.24 | 0.0 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.91 | 32.33 | 32.73 | 30.63 | 17.79 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.76 | 29.53 | 0.0 | 0.0 | 0.0 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 10.63 | 31.38 | 32.23 | 33.8 | 18.23 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 10.2 | 32.22 | 36.02 | 36.73 | 17.81 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 7.27 | 29.48 | 30.36 | 29.61 | 15.44 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 6.44 | 27.62 | 32.75 | 33.16 | 17.98 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 6.21 | 29.98 | 31.26 | 33.44 | 18.14 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 5.89 | 26.26 | 27.57 | 31.03 | 18.1 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 5.87 | 24.46 | 0.0 | 0.0 | 0.0 |
