Home Funds Mirae Asset Large & Midcap Fund - Regular Plan - I

Mirae Asset Large & Midcap Fund - Regular Plan - IDCW

Mirae Asset · Mid Cap
High
₹47.53
Current NAV
25 Jun 2026
16.9%
1Y Return
13.9%
3Y CAGR
15.9%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹12,740 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.

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
0.69
Sharpe Ratio
0.59
Beta
-0.81
Alpha
0.89
Sortino
Fund Details
Fund House Mirae Asset
Category Mid Cap
AUM ₹12740 Cr
Expense Ratio 1.79%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Mid Cap
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Bajaj Finserv Large and Mid Cap
₹12.63 44.9%
HDFC Mid Cap Fund - Growth Plan
HDFC
₹204.86 44.9%
SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹98.41 44.9%
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)
Canara Robeco
₹81.49 44.8%