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  • Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)

Formerly Mirae Asset Hybrid Equity Reg DP

Mirae Asset Mutual Fund

Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)

HybridAggressive Hybrid

17.035

NAV (Oct 26)

14.2%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

6,110 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

17.035

NAV (Oct 26)

Fund Returns

Last 1Y
42.8%
Last 3Y
18.9%
Last 5Y
14.2%
Last 10Y
NA
Since Inception
13.5%
6 Month CAGR
21.3%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.8
Launched (6y ago)
Jul 29, 2015
AUM in Crores
6109.358
ISIN
INF769K01DF3
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
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Harshad Borawake

Fund Manager

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Mahendra Jajoo

Fund Manager

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Vrijesh Kasera

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 487 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Mirae Asset Global Inv (India) Pvt. Ltd

Mirae Asset Investment Managers (India) Private Limited manages assets worth 95,366 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.

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

    Mirae Asset Tax Saver Fund (G)

    recommended-badge

    28%

    22.2%

    recommended-badge

    22.6%

    16.8%

    top-ranked-badge

    27.1%

    21.8%

    top-ranked-badge

    21.1%

    16.5%

    top-ranked-badge

    21.1%

    16.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)

    About Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)

    Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.5% over a period of 6 years. The fund was previously known as Mirae Asset Hybrid Equity Reg DP . The fund is managed by Mirae Asset Investment Managers (India) Private Limited. The fund managers are Harshad Borawake, Mahendra Jajoo, Vrijesh Kasera

    Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) NAV,AUM,Risk

    The Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) fund was launched on Jul 29, 2015. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-26 is ₹17.04. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹6109.358. The category risk of the Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) fund is Very High Risk. The fund charges 1.8 % as expense ratio.

    Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 73.6% in this asset class. The top three holdings of the fund are , triparty repo , hdfc bank ltd , icici bank ltd , infosys ltd , 5.63% govt stock 2026 , tata consultancy services ltd , axis bank ltd , reliance industries limited , 6.18% govt stock 2024 , state bank of india , larsen & toubro ltd , maruti suzuki india ltd , tata steel ltd , housing development finance corp ltd , sbi life insurance company limited , ambuja cements ltd , sun pharmaceuticals industries ltd , bharti airtel ltd , 6.64% govt stock 2035 , voltas ltd , mirae asset nifty 50 etf (man50etf) , gujarat state petronet ltd , quess corp ltd , kotak mahindra bank ltd , torrent pharmaceuticals ltd , uti asset management co ltd , crompton greaves consumer electricals ltd , krishna institute of medical sciences ltd , bharat petroleum corp ltd , nuvoco vista corp ltd , reliance industries ltd , chemplast sanmar ltd , fortis healthcare ltd , hindustan unilever ltd , itc ltd , icici securities limited , rural electrification corporation limited , power finance corp ltd , greenply industries ltd , tatva chintan pharma chem ltd , vijaya diagnostic centre ltd , national bank for agriculture and rural development , 6.22% govt stock 2035 , muthoot finance limited , tvs motor co ltd , westlife development ltd , mphasis ltd , clean science and technology ltd , craftsman automation ltd , l&t finance limited , natco pharma ltd , national bank for agriculture and rural development , 6.10% govt stock 2031 , muthoot finance ltd , cholamandalam investment and finance co ltd , tata motors ltd , motherson sumi systems ltd , max financial services ltd , bharat forge ltd , bata india ltd , zomato ltd , emami ltd , britannia industries ltd , havells india ltd , shriram transport finance co ltd , kansai nerolac paints ltd , ashok leyland ltd , muthoot finance limited , hindustan petroleum corp ltd , dr reddy's laboratories ltd , tata motors finance solutions limited , ceat ltd , muthoot finance limited , gateway distriparks ltd , icici lombard general insurance co ltd , rural electrification corporation limited , net receivables / (payables) , lic housing finance limited , lic housing finance limited , small industries development bank of india , 7.74% tn sdl spl 2024 , bajaj housing finance limited , icici securities limited , srf ltd , rec limited , dabur india ltd , ntpc limited , lic housing finance limited , lic housing finance limited , rec limited

    Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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