InvestVerdict
Mirae Asset Focused Fund
Regular Plan · IDCW · Focused · Scheme code 147204
Fund houseMirae Asset Mutual Fund
CategoryFocused
Plan & optionRegular · IDCW
History7.3 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.22 | 9.79 | 6.87 | -0.05 | 4.84 | 5.04 | 12.27 | — | 12.50 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Focused category median |
— | — | — | 4.24 | 13.52 | 12.47 | — | 13.54 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 17.2% | -0.10 | -0.13 | 0.97 | -3.03% | -38.4% | 88.54 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 311 | -17.0% | 9.6% | 101.6% | 24% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.