Mirae Asset Mutual Fund Equity Mid Cap Fund
Expense Ratio
0.56%
AUM
₹5204.57 Cr
Plan Type
Direct
Market Cap
Mid
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-47.21%
Poor
6 Months
+0.72%
Poor
1 Year
+9.91%
Below Average
3 Years
+20.12%
Excellent
5 Years
+20.94%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹5204.57 Cr
Recent Trend
Growing
Stability Score
9.5
Growth Assessment
Declining

Growth Performance

Historical returns

1Y
Annual Growth
-1.90%
3Y
3Y CAGR
+126.50%
5Y
5Y CAGR
+1053.58%

Growth Assessment: Declining

• Temporary outflows - monitor performance

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
15.30%
Annualized standard deviation
Sharpe Ratio
1.334
Good - Risk-adjusted return
Max Drawdown
-22.50%
High - Worst decline
Consistency
67.4%
Performance consistency

Volatility Breakdown

Daily Volatility
0.96%
Average daily price movement
Annualized Volatility
15.30%
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