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

Mirae Asset Hybrid Equity Fund Of Income Distribution Cum Capital Wdrl (Pidcw-a)

HybridAggressive Hybrid

14.458

NAV (May 11)

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

4,803 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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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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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

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Very High Risk

1.9 %

Expense Ratio

Jul 29, 2015

Launched (6y ago)

₹ 4,803

AUM in Crores

INF769K01DF3

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Harshad Borawake

Fund Manager

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Mahendra Jajoo

Fund Manager

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Neelesh Surana

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%₹ 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.

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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
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

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About the AMC

Mirae Asset Global Inv (India) Pvt. Ltd

Mirae Asset Investment Managers (India) Private Limited manages assets worth 73,857 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
  • Mirae Asset Tax Saver Fund (G)

    Mirae Asset Tax Saver Fund (G)

    Tax Saving

    Recommended

    Top Ranked

    ₹ 7,251 Cr

    Fund Size

    16.2%

    3Y returns

    Mirae Asset Large Cap Fund (G)

    Mirae Asset Large Cap Fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 23,993 Cr

    Fund Size

    11.7%

    3Y returns

    Mirae Asset Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Mirae Asset Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Tax Saving

    Top Ranked

    ₹ 7,251 Cr

    Fund Size

    15.5%

    3Y returns

    Mirae Asset Large Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Mirae Asset Large Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Large Cap

    Top Ranked

    ₹ 23,993 Cr

    Fund Size

    10.3%

    3Y returns

    Mirae Asset Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    Mirae Asset Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    Large Cap

    Top Ranked

    ₹ 23,993 Cr

    Fund Size

    10.3%

    3Y returns

    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 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    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 11.4% 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, Neelesh Surana, 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 as of 2021-05-11 is ₹ 14.458. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 4802.883. 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 1.9 % 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 76.3% in this asset class. The top three holdings of the fund are 6.18% govt stock 2024,6.22% govt stock 2035 and 5.15% govt stock 2025

    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.

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

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR

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

    Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Mirae Asset Hybrid Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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