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Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

Mirae Asset Great Consumer Fund · Regular · Growth

Mirae Asset Mutual Fund

#171 of 221 (1Y)

NAV

₹94.1050

as of 31 Jul 2026

Expense Ratio

1.85%

AUM

₹4,388 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+1.42%
3Y
+10.97%
5Y
+13.50%
Since Inception
+15.74%

SIP returns (XIRR)

1Y
+6.10%
3Y
+6.62%
5Y
+11.37%
Since Inception
+15.38%

What history actually did — last 10 years (Aug 2016 – Jul 2026)

A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹12,51,186 today ₹5,95,000 invested, 14.4% XIRR.

₹5,95,000

Invested

₹12,51,186

Value today

14.4%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹4,00,822 today (14.9% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹27,57,035.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹12,51,186 in this fund vs ₹12,17,407 in the benchmark — outperformance of ₹33,779.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹3,76,435 today (3.76×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.04

Sharpe Ratio

-0.00

Alpha

0.26

Beta

-0.04

Sortino

14.61%

Std Dev

-19.97%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Jun 2026

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

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Fund Details

Fund HouseMirae Asset Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date29 Mar 2011
AMFI Code114931
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹99
Exit LoadExit Load 1% If redeemed within 1 year (365 Days) from the date of allotment and Exit Load: Nil If r

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with Mirae Asset Great Consumer Fund Direct IDCW

Holding% NAV
  1. 1Eternal Ltd.7.02%
  2. 2Titan Company Ltd.6.99%
  3. 3Maruti Suzuki India Ltd.6.84%
  4. 4Mahindra & Mahindra Ltd.6.13%
  5. 5Bharti Airtel Ltd.6.04%
  6. 6Trent Ltd.5.18%
  7. 7Asian Paints Ltd.4.06%
  8. 8Itc Ltd.3.86%
  9. 9Eicher Motors Ltd.3.79%
  10. 10Avenue Supermarts Ltd.3.63%
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Investment Objective

Mirae Asset Great Consumer Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Mirae Asset Great Consumer Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Mirae Asset Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹4,388 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.85%.

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
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