Mirae Asset Mutual Fund Equity Focused Fund
Expense Ratio
0.57%
AUM
₹1599.31 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
-11.45%
Poor
1 Year
+1.86%
Poor
3 Years
+10.41%
Below Average
5 Years
+11.78%
Below Average

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹1599.31 Cr
Recent Trend
Growing
Stability Score
13.1
Growth Assessment
Declining

Growth Performance

Historical returns

1Y
Annual Growth
-6.21%
3Y
3Y CAGR
-32.42%
5Y
5Y CAGR
+225.64%

Growth Assessment: Declining

• Temporary outflows - monitor performance

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.60%
Annualized standard deviation
Sharpe Ratio
0.705
Fair - Risk-adjusted return
Max Drawdown
-20.00%
Moderate - Worst decline
Consistency
67.4%
Performance consistency

Volatility Breakdown

Daily Volatility
0.86%
Average daily price movement
Annualized Volatility
13.60%
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