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: 3.27%.

Mirae Asset

Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW

Latest NAV

₹20.5210

As of

3 Jun 2026

2,668 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	+0.26%	+6.60%	-6.34	25 / 58	Q2
1W	-1.42%	+5.20%	-6.63	30 / 58	Q3
2W	-0.79%	+6.18%	-6.97	40 / 58	Q3
1M	-2.04%	+5.07%	-7.10	45 / 58	Q4
3M	-3.40%	+4.49%	-7.89	38 / 58	Q3
6M	-5.01%	+1.53%	-6.53	19 / 58	Q2
YTD	-5.72%	+1.04%	-6.76	27 / 58	Q2
1Y	-1.40%	+5.41%	-6.81	25 / 58	Q2
2Y	-0.20%	+4.56%	-4.76	29 / 57	Q3
3Y	+5.10%	+10.78%	-5.67	47 / 58	Q4
4Y	+4.88%	+10.80%	-5.92	45 / 55	Q4
5Y	+3.27%	+9.86%	-6.59	44 / 52	Q4
7Y	+5.76%	+10.11%	-4.35	37 / 48	Q4
10Y	+6.98%	+8.06%	-1.08	17 / 31	Q3
Inception	+6.86%	+8.46%	-1.61	38 / 58	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	-5.72%	-6.04%	+0.31	22 / 50
2025	-0.09%	+7.92%	-8.01	33 / 56
2024	+5.65%	+14.90%	-9.25	53 / 56
2023	+10.45%	+18.81%	-8.36	46 / 56
2022	-4.41%	+1.96%	-6.38	44 / 53
2021	+15.51%	+21.02%	-5.51	46 / 54
2020	+15.18%	+13.62%	+1.57	16 / 52
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

+8.39%

121 windows

min -18.4% · max 47.1%

76% positive

3-Year rolling

+7.61%

96 windows

min -3.6% · max 15.7%

99% positive

5-Year rolling

+8.26%

72 windows

min 3.2% · max 13.9%

100% positive

7-Year rolling

+7.65%

48 windows

min 5.6% · max 10.2%

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

11.17%

3-year · annualised

Sharpe ratio

-0.08

vs risk-free 6.5%

Sortino ratio

-0.11

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	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1247	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Kotak Aggressive Hybrid Fund - Direct Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak	₹45.3570	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹20.5210
2 Jun 2026	₹20.5520
1 Jun 2026	₹20.4980
29 May 2026	₹20.6590
27 May 2026	₹20.8580
26 May 2026	₹20.8490
25 May 2026	₹20.9720
22 May 2026	₹20.7710
21 May 2026	₹20.7390
20 May 2026	₹20.7480

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 03 Jun 2026, the NAV of Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW is ₹20.5210. 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 10 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 -1.40% — -6.81 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #25 of 58 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 5.10% — -5.67 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #47 of 58 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 3.27% — -6.59 pp behind the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #44 of 52 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 ₹196,313 today — a multiplier of 1.96×, based on the 10-year CAGR of 6.98%. The category average over the same window would have grown ₹1 lakh to ₹217,039.

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 ₹632,334 today. That's an XIRR (money-weighted annualised return) of 2.07%.

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 ₹1,567,896 (multiplier 1.31×). XIRR: 5.22%. 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 #44 out of 52 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 9.86%; this fund delivered 3.27%.

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 8.26% (best 13.86%, worst 3.17%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.20 — 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 7.92% by 8.01 pp. It ranked #33 of 56 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: 3.27%.

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