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Mid Cap📊 NIFTY Midcap 150 TRI(SEBI default)

Mirae Asset Midcap Fund · Regular · Growth

Mirae Asset Mutual Fund

#11 of 29 (1Y)

NAV

₹38.3060

as of 17 Jun 2026

Expense Ratio

1.65%

AUM

₹17,697 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+8.14%
3Y
+18.52%
5Y
+16.24%
Since Inception
+21.54%

SIP returns (XIRR)

1Y
+9.22%
3Y
+11.82%
5Y
+15.08%
Since Inception
+19.56%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹41,500

Invested

₹78,446

Value today

18.4%

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

₹3,673

Value today

20.9%

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

₹4,15,000

Withdrawn

₹28,88,842

Corpus left

+₹23,03,842 net gain — withdrew ₹4,15,000 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

₹22,15,006

Value today

+0.5%

vs lumpsum

STP beat direct lumpsum by 0.5% — reduced timing risk paid off

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

₹4,95,655

Value today

5.0×

Multiple

Staying invested through that crash turned ₹1L into ₹4,95,655 — a 5.0× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.09

Sharpe Ratio

+0.03

Alpha

0.44

Beta

0.08

Sortino

17.33%

Std Dev

-18.06%

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
CategoryMid Cap
BenchmarkNIFTY Midcap 150 TRI ✓
Launch Date29 Jul 2019
AMFI Code147479
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹99
Exit LoadIf redeemed within 1 year (365 days) from the date of allotment: 1%, If redeemed after 1 year (365 days) from the date of allotment: NIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026
Holding% NAV
  1. 1Lupin Ltd.3.99%
  2. 2Bharat Forge Ltd.3.72%
  3. 3Indusind Bank Ltd.3.32%
  4. 4The Federal Bank Ltd.3.20%
  5. 5Steel Authority Of India Ltd.3.17%
  6. 6Delhivery Ltd.3.16%
  7. 7Pb Fintech Ltd.2.96%
  8. 8Hero Motocorp Ltd.2.78%
  9. 9Laurus Labs Ltd.2.74%
  10. 10Dalmia Bharat Ltd.2.69%
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Investment Objective

Mirae Asset Midcap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

Mirae Asset Midcap Fund · Regular · Growth is a Mid Cap mutual fund offered by Mirae Asset Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹17,697 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.65%.

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