• Mutual Funds
  • Mirae Asset Mutual Fund
  • Mirae Asset Hybrid Equity Fund (Growth)

Formerly Mirae Asset Prudence Reg Gr

Mirae Asset Mutual Fund

Mirae Asset Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

22.799

NAV (Nov 25)

10.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.799

NAV (Nov 25)

Fund Returns

Last 1Y

2.3%

Last 3Y

13.6%

Last 5Y

10.8%

Last 10Y

NA

Since Inception

11.9%

6 Month CAGR

11.9%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate capital appreciation along with current income from a combined portfolio of predominantly investing in equity & equity related instruments and balance in debt and money market instruments. The Scheme does not guarantee or assure any returns.

Expense Ratio

1.78

Launched (7y ago)

Jul 29, 2015

AUM in Crores

7150.587

ISIN

INF769K01DE6

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

16.4

Standard Deviation (5yr)

14.1

Beta (3yr)

1.1

Beta (5yr)

1.1

Sharpe Ratio (3yr)

0.609

Sharpe Ratio (5yr)

0.439

YTM

7.39

Fund Managers

Mahendra Jajoo

Fund Manager

Vrijesh Kasera

Fund Manager

Harshad Borawake

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

5.3%
5.3%

reliance industries ltd

5.1%
5.1%

hdfc bank ltd

4.8%
4.8%

treps

4.6%
4.6%

infosys ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

25.5%
25.5%

consumer cyclical

8.7%
8.7%

technology

8%
8%

basic materials

6.4%
6.4%

energy

5.8%
5.8%
See all sectors

Compare Mirae Asset Hybrid Equity Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

About the AMC

Mirae Asset Global Inv (India) Pvt. Ltd

Mirae Asset Investment Managers (India) Private Limited manages assets worth 113,734 crores and was set up on 20 November 2006. It's current offering of mutual fund schemes includes 29 equity,36 debt and 9 hybrid funds.

amc-img

  • 022-67800300
  • customercare@miraeasset.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Mirae Asset Tax Saver Fund (G)
    Mirae Asset Tax Saver Fund (G)

    19.2%

    18.3%

    18.3%

    17.9%

    20.1%

    20.3%

    14.9%

    15.4%

    14.1%

    15.2%

    Mirae Asset Hybrid Equity Fund (G) Review

    Mirae Asset Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.9% over a period of 7 years. The fund was previously known as Mirae Asset Prudence Reg Gr. The fund is managed by Mirae Asset Investment Managers (India) Private Limited. The fund managers are Harshad Borawake, Mahendra Jajoo, Vrijesh Kasera.

    Nav of Mirae Asset Hybrid Equity Fund (G) as of 11/25/2022 is ₹22.80 with the total AUM as of 11/26/2022 is ₹7150.587. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mirae Asset Hybrid Equity Fund (G) was launched on Jul 29, 2015. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Mirae Asset Hybrid Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Mirae Asset Hybrid Equity Fund (G)?

    Mirae Asset Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Mirae Asset Hybrid Equity Fund (G)?

    You can invest in Mirae Asset Hybrid Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Mirae Asset Hybrid Equity Fund (G)?

    The minimum sip amount for Mirae Asset Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Mirae Asset Hybrid Equity Fund (G) good to invest in?

    As per Scripbox experts, Mirae Asset Hybrid Equity Fund (G) is a Neutral fund. You can investMirae Asset Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Mirae Asset Hybrid Equity Fund (G)?

    The expense ratio of the Mirae Asset Hybrid Equity Fund (G) is 1.78% for regular plan.