Mirae Asset Aggressive Hybrid Gr

All Cap

Diversified

Hybrid

India Multi Asset

Others

Emotionally driven

Investor Profile

4–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Mirae Asset Aggressive Hybrid Fund Growth mixes stocks and bonds for balanced growth and stability.

What This Strategy Does

Mirae Asset Aggressive Hybrid Fund is an equity flexi-cap fund which captures India's ₹30 trillion consumption and financialization opportunity through a multi-cap portfolio construction approach, deploying capital across financials, consumer cyclicals, and industrials to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

2.4% AnnuallyAlpha

+10.3% vs +9.5% benchmarkSince Inception

+9.3% vs +5.6% benchmark3Y Annualized

+7.4% vs +4.6% benchmark5Y Annualized

Mirae Asset Aggressive Hybrid Gr

Benchmark Index

Benchmark Performance Comparison

Mirae Asset Hybrid Equity Fund

NIFTY 50 + FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation13.2%

Sharpe Ratio0.13

Beta1.12

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Delivers dynamic asset allocation across equities and fixed income to capture upside potential while mitigating downside risk. By actively adjusting exposures based on market conditions, this strategy aims to generate consistent returns with lower volatility than pure equity investing.

Portfolio Holdings Overview

SectoralAllocation

Energy & Infra5.92%

Consumers16.84%

Financial Services35.19%

Capital Goods16.9%

Utilities3.83%

Services13.26%

Technology8.06%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

HDFC Bank LtdFinancial Services5.65%

ICICI Bank LtdFinancial Services5.02%

State Bank of IndiaFinancial Services4.20%

TrepsUtilities3.74%

Reliance Industries LtdEnergy & Infra3.44%

Bharti Airtel LtdServices2.96%

Axis Bank LtdFinancial Services2.55%

Laurus Labs LtdServices1.98%

Torrent Pharmaceuticals LtdUtilities1.97%

Shriram Finance LtdFinancial Services1.70%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Basant Bafna

Lead Portfolio Manager

Mr. Basant Bafna has experience of 16 years. Manages 73 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹2,627 Cr

Harshad Borawake

Co-Portfolio Manager

Mr. Harshad Borawake has experience of 23 years. Manages 30 funds at Mirae Asset Investment Managers (India) Private Limited with an AUM of approximately ₹2,627 Cr Holds a B.E. degree.

CW Expert Take

Mirae Asset brings global investment expertise to Indian markets. Their strength lies in thematic research and identifying structural growth trends early. The fund house combines quantitative frameworks with fundamental analysis, creating disciplined yet opportunistic strategies across market caps and asset classes.

57 years

Combined Team Experience

₹ 5,253 Cr

Assets Under Management

Firm Overview

AMCMirae Asset Investment Managers (India) Private Limited

Total AUM₹2,17,680.38 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.92%

Exit Load1

Regulatory & Tax Information

INF769K01DE6

ISIN

DailyDealing Frequency

CRISIL Hybrid 35+65 - Agg TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)