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Mirae Asset Midcap Fund - Regular Plan-Growth Option is an equity scheme managed by Mirae Asset Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 21.47%, with the bottom and top quartiles at 19.54% and 24.48% respectively. It has ranked in the top half of its category for 4 of the last 6 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.27% on assets of ₹18,388Cr. The fund is currently managed by Mr. Ankit Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 56% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Swiggy Pvt Ltd | Consumer Cyclical | 2.37% |
| Multi Commodity Exchange of India Ltd | Financial Services | 1.91% |
| Persistent Systems Ltd | Technology | 1.50% |
| SKF India Industrial Ltd | Industrials | 0.96% |
| Hindustan Aeronautics Ltd | Industrials | 0.66% |
| Pine Labs Limited | Technology | 0.49% |
| Ola Electric Mobility Ltd | Consumer Cyclical | 0.23% |
| Sector | Holdings | Weight |
|---|---|---|
| Pharmaceuticals & Biotechnology | 5 | 9.65% |
| Banks | 4 | 7.76% |
| Consumer Durables | 7 | 6.79% |
| Auto Components | 4 | 6.38% |
| Finance | 3 | 5.97% |
| Transport Services | 2 | 4.88% |
| Financial Technology (Fintech) | 1 | 4.73% |
| Retailing | 1 | 4.66% |
| Realty | 3 | 4.34% |
| IT - Software | 1 | 3.97% |
| Capital Markets | 1 | 3.74% |
| Healthcare Services | 2 | 3.18% |
| Ferrous Metals | 1 | 3.15% |
| Chemicals & Petrochemicals | 2 | 2.82% |
| Electrical Equipment | 1 | 2.82% |
| Fertilizers & Agrochemicals | 2 | 2.72% |
| Telecom - Services | 1 | 2.72% |
| Insurance | 2 | 2.64% |
| Industrial Products | 1 | 2.61% |
| Cement & Cement Products | 1 | 2.57% |
| Automobiles | 1 | 2.53% |
| Diversified | 1 | 1.46% |
| Gas | 2 | 1.25% |
| Oil | 1 | 1.13% |
| Power | 1 | 0.85% |
| Household Products | 1 | 0.76% |
| Aerospace & Defense | 1 | 0.66% |
| Commercial Services & Supplies | 1 | 0.61% |
| Petroleum Products | 1 | 0.50% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -5.25% | 5.29% | 18.03% | 41.34% | 96.02% | 92.0% |
| 3Y | 11.62% | 19.54% | 21.47% | 24.48% | 34.68% | 100.0% |
| 5Y | 15.38% | 17.99% | 23.38% | 26.57% | 30.68% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 8.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| HSBC Midcap Fund - Regular Growth | HSBC Mutual Fund | ₹13,387 Cr | 3.59% | +26.32% | — | 5★ |
| Invesco India Midcap Fund - Regular Plan - Growth Option | Invesco Mutual Fund | ₹11,767 Cr | 2.17% | +23.61% | +19.55% | 4★ |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹5,293 Cr | 2.02% | +23.60% | — | 5★ |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Mutual Fund | ₹15,911 Cr | 1.80% | +22.83% | +19.46% | 4★ |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹4,688 Cr | 2.27% | +22.34% | +18.64% | 4★ |
| ITI Mid Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹1,358 Cr | 1.84% | +22.06% | +15.65% | 3★ |
| Sundaram Mid Cap Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹13,378 Cr | 2.25% | +22.05% | +18.59% | 4★ |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹2,389 Cr | 2.03% | +19.76% | — | 4★ |
| Kotak Midcap Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹63,539 Cr | 1.43% | +19.53% | +17.33% | 3★ |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | Bandhan Mutual Fund | ₹2,109 Cr | 2.18% | +18.45% | — | 2★ |