Mirae Asset Mutual Fund Equity Focused Fund
Expense Ratio
0.57%
AUM
₹12.26 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-59.60%
Poor
6 Months
-11.46%
Poor
1 Year
+1.85%
Poor
3 Years
+7.39%
Poor
5 Years
+9.93%
Below Average

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹12.26 Cr
Recent Trend
Growing
Stability Score
5.9
Growth Assessment
Declining

Growth Performance

Historical returns

1Y
Annual Growth
-1.05%
3Y
3Y CAGR
-21.89%
5Y
5Y CAGR
+67.59%

Growth Assessment: Declining

• Temporary outflows - monitor performance

• Moderate flow stability

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.10%
Annualized standard deviation
Sharpe Ratio
0.549
Fair - Risk-adjusted return
Max Drawdown
-20.00%
Moderate - Worst decline
Consistency
65.1%
Performance consistency

Volatility Breakdown

Daily Volatility
0.89%
Average daily price movement
Annualized Volatility
14.10%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance