Home Funds Mirae Asset Large & Midcap Fund - Direct Plan - ID

Mirae Asset Large & Midcap Fund - Direct Plan - IDCW

Mirae Asset · Mid Cap
High
₹82.25
Current NAV
25 Jun 2026
35.3%
1Y Return
12.3%
3Y CAGR
19.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.03).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.03
Sharpe Ratio
1.23
Beta
5.03
Alpha
1.37
Sortino
Fund Details
Fund House Mirae Asset
Category Mid Cap
AUM ₹7080 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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