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: 5.90%.

Mirae Asset

Mirae Asset India Opportunities Fund - Dividend Plan

Latest NAV

₹28.9130

As of

17 Jul 2026

4,492 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	+0.82%	+0.70%	+0.12	11 / 35	Q2
1W	+0.37%	+0.36%	+0.01	17 / 35	Q2
2W	+0.37%	+0.42%	-0.05	24 / 35	Q3
1M	+1.74%	+1.48%	+0.26	20 / 35	Q3
3M	+2.33%	+1.06%	+1.27	9 / 35	Q2
6M	-10.29%	-3.79%	-6.49	33 / 35	Q4
YTD	-11.68%	-5.15%	-6.53	33 / 35	Q4
1Y	-8.28%	-2.74%	-5.54	30 / 35	Q4
2Y	-2.54%	-1.60%	-0.93	24 / 35	Q3
3Y	+3.30%	+7.90%	-4.59	28 / 35	Q4
4Y	+6.78%	+10.56%	-3.78	27 / 34	Q4
5Y	+5.90%	+8.42%	-2.52	26 / 34	Q4
7Y	+7.06%	+10.25%	-3.19	26 / 34	Q4
10Y	+4.90%	+8.69%	-3.79	26 / 34	Q4
Inception	+5.99%	+8.44%	-2.45	24 / 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	-11.68%	-5.48%	-6.20	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

+10.30%

211 windows

min -28.9% · max 124.2%

65% positive

3-Year rolling

+7.07%

187 windows

min -12.8% · max 34.0%

84% positive

5-Year rolling

+6.66%

162 windows

min -6.4% · max 19.1%

93% positive

7-Year rolling

+6.06%

138 windows

min 0.6% · max 16.3%

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

13.70%

3-year · annualised

Sharpe ratio

-0.16

vs risk-free 6.5%

Sortino ratio

-0.23

Downside-only deviation

Max drawdown

-22.48%

Jan 2026 → Mar 2026

% positive months

50.0%

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	₹52.1620	17 Jul 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹53.6607	17 Jul 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹42.7106	17 Jul 2026
Mirae Asset India Opportunities Fund - Growth Plan	Mirae Asset	₹112.8830	17 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹569.5770	17 Jul 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹83.3100	17 Jul 2026
HSBC Equity Fund - Dividend	HSBC	₹42.0344	17 Jul 2026
UTI - Master Share-Growth Option	UTI	₹266.1697	17 Jul 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹332.7000	17 Jul 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹38.6800	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹28.9130
16 Jul 2026	₹28.6780
15 Jul 2026	₹28.6980
14 Jul 2026	₹28.5930
13 Jul 2026	₹28.7750
10 Jul 2026	₹28.8070
9 Jul 2026	₹28.5110
8 Jul 2026	₹28.3670
7 Jul 2026	₹28.9690
6 Jul 2026	₹28.9960

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 India Opportunities Fund - Dividend Plan is ₹28.9130. 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 3 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 -8.28% — -5.54 pp behind the Large Cap Fund category average of -2.74%. The fund ranks #30 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 3.30% — -4.59 pp behind the Large Cap Fund category average of 7.90%. The fund ranks #28 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 5.90% — -2.52 pp behind the Large Cap Fund category average of 8.42%. 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 ₹161,326 today — a multiplier of 1.61×, based on the 10-year CAGR of 4.90%. The category average over the same window would have grown ₹1 lakh to ₹230,064.

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 ₹652,492 today. That's an XIRR (money-weighted annualised return) of 3.31%.

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 ₹1,614,210 (multiplier 1.35×). XIRR: 5.78%. 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 8.42%; this fund delivered 5.90%.

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 6.66% (best 19.08%, worst -6.43%). 93% of rolling windows ended positive. The 5-year Sharpe ratio is 0.01 — weak 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: 5.90%.

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