Mirae Asset Midcap Fund - Direct Plan - Growth
code 147445 Mid Cap Fund direct plan · growth NAVs 2019-07-30 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2019-07-30, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 3.03% | -6.84% | -7.02% | 0.18% | 2026-10-09 → 2026-11-09 |
| 3M | -4.40% | -0.73% | -3.44% | 2.71% | 2026-08-07 → 2026-11-09 |
| 6M | 1.26% | 13.99% | 9.90% | 4.09% | 2026-05-08 → 2026-11-09 |
| 1Y | 3.22% | 7.71% | 4.81% | 2.90% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.25% | 14.32% | 13.65% | 0.67% | 2023-11-09 → 2026-11-09 |
| 5Y | 13.24% | 14.58% | 14.85% | -0.27% | 2021-11-09 → 2026-11-09 |
| 7Y | 21.29% | 21.58% | 21.16% | 0.43% | 2019-11-08 → 2026-11-09 |
| 10Y | - | - | - | - | |
| since inception | 22.05% | 22.27% | 21.48% | 0.79% | 2019-07-30 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| fund | 26.30% | 50.60% | 6.18% | 36.04% | 20.86% | 10.01% |
| benchmark | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,519 | 27.70% | 18.79% | -4.29% | 119.63% | 97% | 57% |
| 3 years | 1,021 | 24.75% | 23.63% | 13.27% | 41.69% | 100% | 30% |
| 5 years | 534 | 24.97% | 26.68% | 14.58% | 35.27% | 100% | 4% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 14.35% | 13.24% |
| volatility | 18.71% | 17.05% |
| max drawdown | -22.54% | -22.54% |
| downside deviation | 12.68% | 11.13% |
| Sharpe ratio | 0.50 | 0.48 |
| Sortino ratio | 0.73 | 0.74 |
| Calmar ratio | 0.64 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★★☆☆ (3y ★★★☆☆ · 5y ★★★☆☆ · 10y -) · as of 2026-10 · 87 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds |
|---|---|---|
| return | 65th | 58th |
| volatility | 72nd | 67th |
| Sharpe | 65th | 62nd |
| Sortino | 65th | 62nd |
| worst fall | 75th | 72nd |
| risk-adjusted return (MRAR) | 65th | 62nd |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.