Should I invest in Mirae Asset Aggressive Hybrid Fund?

We don't give personal investment advice. Mirae Asset Aggressive Hybrid Fund - Regular 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: 20.6%. 5-year CAGR: 1.78%.

Mirae Asset

Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW

Latest NAV

₹16.5000

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%	+0.09%	+0.17	15 / 33	Q2
1W	-1.45%	-1.58%	+0.13	17 / 33	Q3
2W	-0.95%	-0.53%	-0.43	19 / 33	Q3
1M	-2.25%	-2.04%	-0.21	26 / 33	Q4
3M	-4.05%	-2.12%	-1.93	23 / 33	Q3
6M	-6.26%	-5.78%	-0.47	15 / 33	Q2
YTD	-6.77%	-5.97%	-0.80	19 / 33	Q3
1Y	-3.75%	-1.00%	-2.75	18 / 33	Q3
2Y	-2.01%	+3.07%	-5.08	21 / 33	Q3
3Y	+3.41%	+9.48%	-6.07	27 / 32	Q4
4Y	+3.29%	+10.33%	-7.05	26 / 30	Q4
5Y	+1.78%	+9.61%	-7.84	26 / 29	Q4
7Y	+3.27%	+9.61%	-6.34	26 / 28	Q4
10Y	+4.81%	+8.73%	-3.92	10 / 13	Q4
Inception	+4.73%	+7.75%	-3.02	24 / 33	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	-6.77%	-5.92%	-0.85	18 / 28
2025	-1.85%	-0.84%	-1.01	18 / 32
2024	+4.39%	+15.73%	-11.33	32 / 32
2023	+9.12%	+20.31%	-11.20	29 / 32
2022	-5.51%	+1.23%	-6.74	26 / 29
2021	+13.62%	+19.99%	-6.36	28 / 30
2020	+13.49%	+16.86%	-3.36	15 / 29
2019	-1.40%	+2.13%	-3.53	17 / 27
2018	+1.92%	-4.28%	+6.20	7 / 14
2017	+17.52%	+17.35%	+0.17	10 / 14
2016	+8.25%	-0.78%	+9.03	1 / 12

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

+6.29%

121 windows

min -24.4% · max 44.6%

69% positive

3-Year rolling

+5.41%

96 windows

min -6.6% · max 12.1%

94% positive

5-Year rolling

+5.87%

72 windows

min 1.7% · max 10.9%

100% positive

7-Year rolling

+5.34%

48 windows

min 3.2% · max 7.7%

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

11.15%

3-year · annualised

Sharpe ratio

-0.23

vs risk-free 6.5%

Sortino ratio

-0.30

Downside-only deviation

Max drawdown

-18.73%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹20.5015	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹18.4860	3 Jun 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.3500	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹16.4066	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.2547	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.1500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.0600	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹19.9339	3 Jun 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹31.2903	3 Jun 2026
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Mahindra Manulife	₹17.7095	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.5000
2 Jun 2026	₹16.5260
1 Jun 2026	₹16.4830
29 May 2026	₹16.6140
27 May 2026	₹16.7760
26 May 2026	₹16.7690
25 May 2026	₹16.8880
22 May 2026	₹16.7280
21 May 2026	₹16.7030
20 May 2026	₹16.7100

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 - Regular Plan - IDCW is ₹16.5000. It's a Aggressive Hybrid Fund from Mirae Asset, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Mirae Asset Aggressive Hybrid Fund - Regular 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -3.75% — -2.75 pp behind the Aggressive Hybrid Fund category average of -1.00%. The fund ranks #18 of 33 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW has delivered a CAGR of 3.41% — -6.07 pp behind the Aggressive Hybrid Fund category average of 9.48%. The fund ranks #27 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW has delivered a CAGR of 1.78% — -7.84 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #26 of 29 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹159,949 today — a multiplier of 1.60×, based on the 10-year CAGR of 4.81%. The category average over the same window would have grown ₹1 lakh to ₹231,009.

A ₹10,000 monthly SIP in Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹605,786 today. That's an XIRR (money-weighted annualised return) of 0.38%.

A ₹10,000 monthly SIP for 10 years in Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,408,555 (multiplier 1.17×). XIRR: 3.15%. 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 - Regular Plan - IDCW ranks #26 out of 29 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 1.78%.

The worst peak-to-trough decline Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW has experienced over the last 5-year window is 20.57% — 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 - Regular Plan - IDCW averaged 5.87% (best 10.93%, worst 1.70%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.33 — negative risk-adjusted performance.

In calendar year 2025, Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW returned -1.85% — lagging the Aggressive Hybrid Fund category average of -0.84% by 1.01 pp. It ranked #18 of 32 in its category that year.

Mirae Asset Aggressive Hybrid Fund - Regular 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 - Regular 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: 20.6%. 5-year CAGR: 1.78%.

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