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Mirae Asset Banking and Financial Services Fund Direct Growth

Mirae Asset · Scheme 148623

23.73 0.67%NAV · 2026-08-05
63
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
14.3%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month0.00%
3 Months+5.09%
6 Months-0.89%
1 Year+8.06%
3 Years (CAGR)+14.34%
5 Years (CAGR)+14.03%
10 Years (CAGR)
Since Launch+16.50%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns53
Consistency69
Risk-adjusted37
Downside protection79
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +14.3%
  • 5Y CAGR: +14.0%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 2.9%
  • Max drawdown: -21%

What to watch

  • 5Y CAGR vs category: -1.1% vs category avg
  • 1Y return: +8.1%
  • Beat category: beat category in 44% of windows
  • Sharpe ratio: 0.62

Risk metrics

Sharpe ratio
0.62
Sortino ratio
0.83
Volatility
17.03%
Max drawdown
-21.04%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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