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Focused Fund📊 NIFTY 500 TRI(SEBI default)

Mirae Asset Focused Fund · Regular · Growth

Mirae Asset Mutual Fund

#28 of 28 (1Y)

NAV

₹23.8970

as of 17 Jun 2026

Expense Ratio

1.79%

AUM

₹7,045 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-6.23%
3Y
+6.96%
5Y
+7.12%
Since Inception
+13.07%

SIP returns (XIRR)

1Y
-5.97%
3Y
+1.89%
5Y
+4.83%
Since Inception
+9.43%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹42,500

Invested

₹56,405

Value today

8.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,276

Value today

12.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,25,000

Withdrawn

₹17,11,555

Corpus left

+₹11,36,555 net gain — withdrew ₹4,25,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹13,18,037

Value today

-3.5%

vs lumpsum

Direct lumpsum would have beaten STP by 3.5% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,03,859

Value today

3.0×

Multiple

Staying invested through that crash turned ₹1L into ₹3,03,859 — a 3.0× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.67

Sharpe Ratio

-0.10

Alpha

0.50

Beta

-0.65

Sortino

14.76%

Std Dev

-21.50%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseMirae Asset Mutual Fund
CategoryFocused Fund
BenchmarkNIFTY 500 TRI ✓
Launch Date14 May 2019
AMFI Code147203
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹99
Exit Load1% if redeemed within 1 year from the date of allotment. NIL after 1 year

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026
Holding% NAV
  1. 1Hdfc Bank Ltd.9.13%
  2. 2Icici Bank Ltd.8.68%
  3. 3Bharti Airtel Ltd.5.87%
  4. 4Infosys Ltd.5.39%
  5. 5One 97 Communications Ltd.4.29%
  6. 6Eternal Ltd.4.20%
  7. 7Axis Bank Ltd.4.09%
  8. 8Sona Blw Precision Forgings Ltd.3.67%
  9. 9Itc Ltd.3.57%
  10. 10Maruti Suzuki India Ltd.3.45%
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Investment Objective

Mirae Asset Focused Fund · Regular · Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.

About This Fund

Mirae Asset Focused Fund · Regular · Growth is a Focused Fund mutual fund offered by Mirae Asset Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹7,045 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.79%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations