Mirae Asset Hybrid Equity Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
4 yrs 5 monthsStarted on:29 Jul 2015
₹ 2808.5 Cras on: 09 Dec 2019
Medium Horizon
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments.

Exit Load

Scheme Documents

Similar Funds
SBI Equity Hybrid Fund
Current NAV 143.3
Return (CAGR) 15.86%
Value Research
DSP Equity & Bond Fund
Current NAV 160.96
Return (CAGR) 14.48%
Value Research
Kotak Equity Hybrid Fund
Current NAV 26.17
Return (CAGR) 13.88%
Value Research NA
Nippon India equity hybrid fund
Current NAV 53.68
Return (CAGR) 12.28%
Value Research
Aditya Birla SL Equity Hybrid 95 Fund
Current NAV 759.13
Return (CAGR) 19.25%
Value Research
ICICI Pru Child Care Fund
Current NAV 142.74
Return (CAGR) 15.65%
Value Research
Franklin India Life Stage FoF 20s Fund
Current NAV 82.24
Return (CAGR) 14.05%
Value Research
UTI Hybrid Equity Fund
Current NAV 165.24
Return (CAGR) 14.39%
Value Research
Baroda Pioneer Hybrid Fund
Current NAV 54.82
Return (CAGR) 11.04%
Value Research
HDFC Retirement Savings Fund Hybrid Equity
Current NAV 16.9
Return (CAGR) 14.86%
Value Research
Principal Retirement Savings Fund Progressive
Current NAV 13.59
Return (CAGR) 7.99%
Value Research NA
IDFC Hybrid Equity Fund
Current NAV 11.51
Return (CAGR) 4.90%
Value Research NA


TenureReturns (CAGR)
1 Month0.37
3 Month6.57
1 YR11.96
2 YR6.53
3 YR12.19

SIP Returns

TenureReturns (CAGR)
1 YR10.71
2 YR8.64
3 YR8.89


Company Name% Assets
HDFC Bank Ltd.6.56
GOI 14/01/2029 7.26%5.23
ICICI Bank Ltd.5.01
Reliance Industries Ltd.4.64
State Bank of India4.41
Larsen & Toubro Ltd.3.45
Tata Consultancy Services Ltd.3.1
Infosys Ltd.3.06
Axis Bank Ltd.2.99
ITC Ltd.2.93

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio217
Standard Deviation9.25%
Sharpe Ratio0.71

Mahendra Kumar Jajoo,Neelesh Surana

Mr. Jajoo is a B.Com (H), CS, Chartered Accountant and CFA.Mr. Surana is B.E (Mechanical) and MBA in Finance.
Prior to joining Mirae Asset Mutual Fund he was Director with AUM Capital Markets Ltd. and also been associated with organisations like PGIM India Mutual Fund, Tata Asset Management Company, BNP Paribas Asset Management India Pvt. Ltd., ABN Amro Securities India Pvt. Ltd. and ICICI Group.Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd.