Should I invest in Mirae Asset Aggressive Hybrid Fund?

We don't give personal investment advice. Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.3%. 5-year CAGR: 3.39%.

Mirae Asset

Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW

Latest NAV

₹21.2090

As of

17 Jul 2026

2,699 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.41%	+0.20%	+0.20	12 / 55	Q1
1W	+0.14%	-0.16%	+0.30	16 / 55	Q2
2W	+0.05%	+0.10%	-0.04	44 / 55	Q4
1M	+0.80%	+0.84%	-0.04	40 / 55	Q3
3M	+0.19%	+1.61%	-1.42	45 / 55	Q4
6M	-1.87%	-0.75%	-1.12	30 / 55	Q3
YTD	-2.71%	-2.54%	-0.17	28 / 55	Q3
1Y	-1.26%	-0.18%	-1.08	23 / 55	Q2
2Y	-1.53%	+1.30%	-2.83	33 / 54	Q3
3Y	+4.44%	+9.24%	-4.80	44 / 55	Q4
4Y	+5.62%	+11.12%	-5.50	42 / 52	Q4
5Y	+3.39%	+9.61%	-6.21	42 / 49	Q4
7Y	+6.60%	+11.18%	-4.58	38 / 48	Q4
10Y	+6.89%	+7.86%	-0.96	17 / 33	Q3
Inception	+7.08%	+8.35%	-1.26	35 / 55	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.71%	-2.48%	-0.23	26 / 50
2025	-0.09%	+1.24%	-1.33	30 / 53
2024	+5.65%	+15.74%	-10.09	53 / 53
2023	+10.45%	+19.87%	-9.42	46 / 53
2022	-4.41%	+2.08%	-6.49	41 / 50
2021	+15.51%	+22.26%	-6.75	46 / 51
2020	+15.18%	+14.45%	+0.73	16 / 49
2019	+5.22%	+3.69%	+1.53	23 / 47
2018	+3.17%	-8.13%	+11.30	1 / 35
2017	+19.89%	+15.92%	+3.96	6 / 35
2016	+10.29%	+0.88%	+9.41	1 / 28

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+8.60%

122 windows

min -13.2% · max 49.5%

75% positive

3-Year rolling

+7.97%

98 windows

min -1.2% · max 14.6%

98% positive

5-Year rolling

+8.33%

73 windows

min 2.6% · max 14.3%

100% positive

7-Year rolling

+7.66%

49 windows

min 6.0% · max 9.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

10.20%

3-year · annualised

Sharpe ratio

-0.16

vs risk-free 6.5%

Sortino ratio

-0.23

Downside-only deviation

Max drawdown

-18.23%

Sep 2024 → Apr 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan	HDFC	₹17.7700	17 Jul 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹72.3931	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹34.1499	17 Jul 2026
Kotak Aggressive Hybrid Fund - Direct Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak	₹47.4980	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹21.2090
16 Jul 2026	₹21.1230
15 Jul 2026	₹21.1390
14 Jul 2026	₹21.0920
13 Jul 2026	₹21.1910
10 Jul 2026	₹21.1800
9 Jul 2026	₹20.9950
8 Jul 2026	₹20.8960
7 Jul 2026	₹21.2330
6 Jul 2026	₹21.2960

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW is ₹21.2090. It's a Aggressive Hybrid Fund from Mirae Asset, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW has NAV history starting from 30 Jul 2015, a track record of about 10 years 11 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW is managed by Mirae Asset. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW has delivered a absolute return of -1.26% — -1.08 pp behind the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #23 of 55 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW has delivered a CAGR of 4.44% — -4.8 pp behind the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #44 of 55 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW has delivered a CAGR of 3.39% — -6.21 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #42 of 49 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹194,720 today — a multiplier of 1.95×, based on the 10-year CAGR of 6.89%. The category average over the same window would have grown ₹1 lakh to ₹213,017.

A ₹10,000 monthly SIP in Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹648,358 today. That's an XIRR (money-weighted annualised return) of 3.06%.

A ₹10,000 monthly SIP for 10 years in Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,602,167 (multiplier 1.34×). XIRR: 5.64%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW ranks #42 out of 49 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.61%; this fund delivered 3.39%.

The worst peak-to-trough decline Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW has experienced over the last 5-year window is 20.29% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW averaged 8.33% (best 14.33%, worst 2.60%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.21 — negative risk-adjusted performance.

In calendar year 2025, Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW returned -0.09% — lagging the Aggressive Hybrid Fund category average of 1.24% by 1.33 pp. It ranked #30 of 53 in its category that year.

Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.3%. 5-year CAGR: 3.39%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.