Should I invest in Mirae Asset India Opportunities Fund?

We don't give personal investment advice. Mirae Asset India Opportunities Fund - Dividend Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.5%. 5-year CAGR: 5.38%.

Mirae Asset

Mirae Asset India Opportunities Fund - Dividend Plan

Latest NAV

₹27.3480

As of

3 Jun 2026

4,461 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	+0.43%	+0.22%	+0.21	8 / 35	Q1
1W	-1.68%	-1.72%	+0.03	13 / 35	Q2
2W	-0.19%	-0.38%	+0.19	16 / 35	Q2
1M	-1.76%	-2.02%	+0.26	7 / 35	Q1
3M	-4.03%	-4.81%	+0.78	12 / 35	Q2
6M	-16.01%	-9.11%	-6.90	33 / 35	Q4
YTD	-16.14%	-9.27%	-6.88	33 / 35	Q4
1Y	-10.83%	-4.88%	-5.95	32 / 35	Q4
2Y	-1.45%	-0.83%	-0.62	22 / 35	Q3
3Y	+3.60%	+8.36%	-4.76	29 / 35	Q4
4Y	+5.28%	+9.26%	-3.98	28 / 34	Q4
5Y	+5.38%	+7.88%	-2.50	26 / 34	Q4
7Y	+5.61%	+8.83%	-3.22	26 / 34	Q4
10Y	+4.85%	+8.61%	-3.76	26 / 34	Q4
Inception	+5.73%	+8.24%	-2.51	25 / 35	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	-16.14%	-9.72%	-6.42	32 / 34
2025	+9.81%	+5.20%	+4.62	1 / 34
2024	+3.73%	+12.60%	-8.86	33 / 34
2023	+17.74%	+21.38%	-3.64	25 / 34
2022	+1.60%	+0.25%	+1.35	17 / 34
2021	+17.40%	+23.62%	-6.21	32 / 34
2020	+13.65%	+11.04%	+2.61	18 / 34
2019	+3.70%	+7.65%	-3.94	30 / 35
2018	-17.69%	-3.82%	-13.87	35 / 35
2017	+26.09%	+24.19%	+1.89	20 / 35
2016	-9.17%	+0.01%	-9.18	31 / 33

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

+10.59%

209 windows

min -33.9% · max 111.9%

64% positive

3-Year rolling

+6.92%

185 windows

min -14.1% · max 31.0%

81% positive

5-Year rolling

+6.58%

161 windows

min -8.3% · max 18.8%

93% positive

7-Year rolling

+6.00%

136 windows

min 0.6% · max 17.4%

100% positive

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

14.15%

3-year · annualised

Sharpe ratio

-0.14

vs risk-free 6.5%

Sortino ratio

-0.18

Downside-only deviation

Max drawdown

-22.48%

Jan 2026 → Mar 2026

% positive months

69.4%

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 Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Top 200 Fund - Dividend Option	HDFC	₹49.0300	3 Jun 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹51.5053	3 Jun 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹40.6142	2 Jun 2026
Mirae Asset India Opportunities Fund - Growth Plan	Mirae Asset	₹106.7710	3 Jun 2026
Kotak Large Cap Fund - Growth	Kotak	₹542.4130	3 Jun 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹79.7800	3 Jun 2026
HSBC Equity Fund - Dividend	HSBC	₹40.0004	3 Jun 2026
UTI - Master Share-Growth Option	UTI	₹254.1999	3 Jun 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹317.4700	3 Jun 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹36.8700	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹27.3480
2 Jun 2026	₹27.4520
1 Jun 2026	₹27.3350
29 May 2026	₹27.5920
27 May 2026	₹27.9600
26 May 2026	₹27.9220
25 May 2026	₹28.0400
22 May 2026	₹27.6990
21 May 2026	₹27.5900
20 May 2026	₹27.5560

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 India Opportunities Fund - Dividend Plan is ₹27.3480. It's a Large Cap Fund from Mirae Asset, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Mirae Asset India Opportunities Fund - Dividend Plan has NAV history starting from 09 Apr 2008, a track record of about 18 years 1 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Mirae Asset India Opportunities Fund - Dividend Plan is managed by Mirae Asset. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mirae Asset India Opportunities Fund - Dividend Plan has delivered a absolute return of -10.83% — -5.95 pp behind the Large Cap Fund category average of -4.88%. The fund ranks #32 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Mirae Asset India Opportunities Fund - Dividend Plan has delivered a CAGR of 3.60% — -4.76 pp behind the Large Cap Fund category average of 8.36%. The fund ranks #29 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Mirae Asset India Opportunities Fund - Dividend Plan has delivered a CAGR of 5.38% — -2.5 pp behind the Large Cap Fund category average of 7.88%. The fund ranks #26 of 34 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Mirae Asset India Opportunities Fund - Dividend Plan exactly 10 years ago would be worth approximately ₹160,547 today — a multiplier of 1.61×, based on the 10-year CAGR of 4.85%. The category average over the same window would have grown ₹1 lakh to ₹228,445.

A ₹10,000 monthly SIP in Mirae Asset India Opportunities Fund - Dividend Plan over the last 5 years — total invested ₹600,000 — would be worth ₹625,016 today. That's an XIRR (money-weighted annualised return) of 1.61%.

A ₹10,000 monthly SIP for 10 years in Mirae Asset India Opportunities Fund - Dividend Plan = ₹1,200,000 invested. It would currently be worth ₹1,540,342 (multiplier 1.28×). XIRR: 4.88%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Mirae Asset India Opportunities Fund - Dividend Plan ranks #26 out of 34 funds in the Large Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 7.88%; this fund delivered 5.38%.

The worst peak-to-trough decline Mirae Asset India Opportunities Fund - Dividend Plan has experienced over the last 5-year window is 22.48% — its NAV fell from a high on 02 Jan 2026 to a low on 31 Mar 2026. 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 India Opportunities Fund - Dividend Plan averaged 6.58% (best 18.82%, worst -8.25%). 93% of rolling windows ended positive. The 5-year Sharpe ratio is -0.01 — negative risk-adjusted performance.

In calendar year 2025, Mirae Asset India Opportunities Fund - Dividend Plan returned 9.81% — beating the Large Cap Fund category average of 5.20% by 4.62 pp. It ranked #1 of 34 in its category that year.

Mirae Asset India Opportunities Fund - Dividend Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Mirae Asset India Opportunities Fund - Dividend Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 22.5%. 5-year CAGR: 5.38%.

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