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HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth

Mirae Asset Balanced Advantage Fund Direct Plan- Growth

Mirae Asset · Scheme 150470

15.63 0.27%NAV · 2026-08-05
74
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
11.4%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.20%
3 Months+3.32%
6 Months+2.48%
1 Year+6.63%
3 Years (CAGR)+11.36%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+11.83%

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 →

Returns47
Consistency100
Risk-adjusted52
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return vs category: +2.3% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 83% of windows
  • Volatility: 7% annualised
  • Max drawdown: -8%

What to watch

  • 1Y return: +6.6%
  • Sortino ratio: 0.95

Risk metrics

Sharpe ratio
0.74
Sortino ratio
0.95
Volatility
7.11%
Max drawdown
-7.52%
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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