Mirae Asset Aggressive Hybrid Fund vs Mirae Asset Balanced Advantage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Mirae Asset Aggressive Hybrid Fund is an Aggressive Hybrid fund and Mirae Asset Balanced Advantage Fund is a Balanced Advantage fund. In the 3 years to 30-10-2026, Mirae Asset Aggressive Hybrid Fund (Direct) returned 11.2% a year and Mirae Asset Balanced Advantage Fund (Direct) returned 10.1% a year. Mirae Asset Aggressive Hybrid Fund charges 0.64% a year and Mirae Asset Balanced Advantage Fund 0.99% (Direct plans). Their portfolios overlap 64.4%: they hold 95 of the same securities.
Mirae Asset Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 11.2%
- Expense ratio
- 0.64%
- NAV
- ₹38.34
Mirae Asset Balanced Advantage Fund
Balanced Advantage
- 3 year return
- 10.1%
- Expense ratio
- 0.99%
- NAV
- ₹15.20
Which is better, Mirae Asset Aggressive Hybrid or Mirae Asset Balanced Advantage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Mirae Asset Aggressive Hybrid returned more over 3 years: 11.2% a year against 10.1%.
- Mirae Asset Balanced Advantage returned more over 1 year: 0.7% against −1.3%.
- Mirae Asset Aggressive Hybrid costs less: 0.64% a year against 0.99% (Direct plans).
- Mirae Asset Balanced Advantage swung less over 3 years: a standard deviation of 7.6% a year against 10.8%.
- Mirae Asset Balanced Advantage fell less in its worst fall since 12-08-2022: −7.5% against −13.1%.
- Mirae Asset Aggressive Hybrid is the larger fund: ₹9,239 Cr against ₹2,109 Cr.
- Their portfolios overlap 64.4%: 95 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Mirae Asset Aggressive Hybrid Fund | Mirae Asset Balanced Advantage Fund |
|---|---|---|
| Fund house | Mirae Asset Mutual Fund | Mirae Asset Mutual Fund |
| Category | Aggressive Hybrid | Balanced Advantage |
| AUM | ₹9,239 Cr (30-09-2026) | ₹2,109 Cr (30-09-2026) |
| NAV | ₹38.34 (Direct) | ₹15.20 (Direct) |
| Expense ratio (Direct) | 0.64% | 0.99% |
| Expense ratio (Regular) | 1.93% | 2.29% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Launch date | 29-07-2015 | 11-08-2022 |
| Minimum investment | ₹5,000 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Harshad Borawake, Vrijesh Kasera, Basant Bafna | Harshad Borawake, Basant Bafna |
| Exit load | Exit load for units in excess of 15% of the investment,1% will be charged for redemption within 365 days. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 180 Days. |
Mirae Asset Aggressive Hybrid vs Mirae Asset Balanced Advantage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Mirae Asset Aggressive Hybrid Fund (Direct) | −0.11% | −2.61% | −0.43% | −1.26% | +11.16% | +9.26% | +12.73% |
| Mirae Asset Balanced Advantage Fund (Direct) | −0.24% | −1.80% | +0.68% | +0.72% | +10.13% | -- | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | -- | -- |
Category average: the average of the 29 Aggressive Hybrid funds and the 38 Balanced Advantage funds, same plan type.
Mirae Asset Aggressive Hybrid vs Mirae Asset Balanced Advantage: Year-wise Returns
| Year | Aggressive HybridMirae Asset Aggressive Hybrid | Balanced AdvantageMirae Asset Balanced Advantage |
|---|---|---|
| 2026to date | −2.52% | −0.48% |
| 2025 | +11.20% | +10.10% |
| 2024 | +15.14% | +12.72% |
| 2023 | +20.66% | +19.85% |
| 2022 | +3.78% | -- |
| 2021 | +25.56% | -- |
Mirae Asset Aggressive Hybrid vs Mirae Asset Balanced Advantage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 298 of them, one for each trading day from 12-08-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Mirae Asset Aggressive Hybrid Fund (Direct)
Mirae Asset Balanced Advantage Fund (Direct)
to
Sept 2025Dec 2022
to
Dec 2025Feb 2023
to
Feb 2026Apr 2023
to
Apr 2026Jul 2023
to
Jul 2026Sept 2023
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirae Asset Aggressive Hybrid | 0.0 | 0.0 | 0.0 | 64.8 | 35.2 | 0.0 | 0.0 | 14.0% | 14.4% | 10.0% | 16.8% |
| Mirae Asset Balanced Advantage | 0.0 | 0.0 | 7.4 | 92.6 | 0.0 | 0.0 | 0.0 | 12.7% | 13.4% | 9.4% | 15.0% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 12-08-2022. Past returns do not promise future returns.
Mirae Asset Aggressive Hybrid vs Mirae Asset Balanced Advantage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-08-2022 to 30-10-2026: 51 instalments, ₹5,10,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Mirae Asset Aggressive HybridMirae Asset Aggressive Hybrid Fund (Direct) | ₹5,10,000 | ₹6,10,499 | ₹1,00,499 | 8.4% |
| Mirae Asset Balanced AdvantageMirae Asset Balanced Advantage Fund (Direct) | ₹5,10,000 | ₹6,08,068 | ₹98,068 | 8.2% |
Mirae Asset Aggressive HybridMirae Asset Aggressive Hybrid Fund (Direct)
Mirae Asset Balanced AdvantageMirae Asset Balanced Advantage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Mirae Asset Aggressive Hybrid vs Mirae Asset Balanced Advantage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Mirae Asset Aggressive Hybrid Fund (Direct) | Mirae Asset Balanced Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | −1.26% | +0.72% |
| Standard deviation | 11.13% | 8.03% |
| Sharpe ratio | -0.58 | -0.56 |
| Sortino ratio | -0.79 | -0.76 |
| Maximum drawdown | −10.1% (30-03-2026) | −7.1% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Mirae Asset Aggressive Hybrid Fund (Direct) | Mirae Asset Balanced Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.16% | +10.13% |
| Standard deviation | 10.76% | 7.56% |
| Sharpe ratio | 0.48 | 0.54 |
| Sortino ratio | 0.65 | 0.75 |
| Maximum drawdown | −13.1% (28-02-2025) | −7.5% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Mirae Asset Aggressive Hybrid Fund (Direct) | Mirae Asset Balanced Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.68% | +10.40% |
| Standard deviation | 12.05% | 7.00% |
| Sharpe ratio | 0.59 | 0.61 |
| Sortino ratio | 0.80 | 0.84 |
| Maximum drawdown | −29.0% (23-03-2020) | −7.5% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-07-2015 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Mirae Asset Aggressive Hybrid Fund (Direct)
Mirae Asset Balanced Advantage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Mirae Asset Aggressive Hybrid Fund (Direct) | −13.1% | 27-09-2024 | 28-02-2025 | 26-06-2025 | 4 months | −4.1% |
| Mirae Asset Balanced Advantage Fund (Direct) | −7.5% | 26-09-2024 | 28-02-2025 | 12-05-2025 | 2 months | −3.0% |
From daily values since 12-08-2022, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Mirae Asset Aggressive Hybrid Fund (Direct)
Mirae Asset Balanced Advantage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Mirae Asset Aggressive Hybrid Fund (Direct)
Mirae Asset Balanced Advantage Fund (Direct)
Mirae Asset Aggressive Hybrid vs Mirae Asset Balanced Advantage: Portfolio Overlap
From each fund's latest monthly portfolio: Mirae Asset Aggressive Hybrid Fund, September 2026; Mirae Asset Balanced Advantage Fund, September 2026
Holdings in common
- Overlap
- 64.4%
- Held by both
- 95
- Only in Mirae Asset Aggressive Hybrid
- 56
- Only in Mirae Asset Balanced Advantage
- 38
| Security | % of Mirae Asset Aggressive Hybrid | % of Mirae Asset Balanced Advantage |
|---|---|---|
| HDFC Bank Ltd. | 5.86% | 4.70% |
| ICICI Bank Ltd. | 4.74% | 3.52% |
| Bharti Airtel Ltd. | 2.98% | 2.82% |
| Reliance Industries Ltd. | 3.32% | 2.72% |
| State Bank of India | 3.95% | 2.64% |
| Axis Bank Ltd. | 2.55% | 1.74% |
| Mahindra & Mahindra Ltd. | 1.35% | 1.52% |
| Tata Steel Ltd. | 1.30% | 1.44% |
| 7.10% Government of India (MD 08/04/2034) | 1.26% | 1.63% |
| Laurus Labs Ltd. | 2.12% | 1.24% |
| TD Power Systems Ltd. | 1.40% | 1.20% |
| Shriram Finance Ltd. | 1.56% | 1.17% |
| Larsen & Toubro Ltd. | 1.33% | 1.11% |
| 7.63% Mindspace Business Parks Reit (MD 26/09/2028) | 1.08% | 2.31% |
| 7.53% Bajaj Housing Finance Ltd. (MD 28/09/2029) | 1.06% | 2.33% |
| Eternal Ltd. | 1.71% | 1.06% |
| Titan Company Ltd. | 1.04% | 1.02% |
| SBI Life Insurance Co. Ltd. | 0.98% | 1.39% |
| TVS Motor Company Ltd. | 1.27% | 0.95% |
| 7.45% Torrent Pharmaceuticals Ltd. (MD 19/01/2028) | 2.04% | 0.94% |
| Bajaj Finance Ltd. | 1.18% | 0.94% |
| Multi Commodity Exchange of India Ltd. | 1.19% | 0.89% |
| Maruti Suzuki India Ltd. | 0.89% | 0.98% |
| Divi's Laboratories Ltd. | 0.84% | 0.86% |
| Adani Ports and Special Economic Zone Ltd. | 0.79% | 0.95% |
| Infosys Ltd. | 1.29% | 0.77% |
| Tata Consultancy Services Ltd. | 0.99% | 0.76% |
| Craftsman Automation Ltd. | 0.76% | 0.77% |
| Ambuja Cements Ltd. | 1.02% | 0.74% |
| Kotak Mahindra Bank Ltd. | 0.74% | 1.12% |
| Sona Blw Precision Forgings Ltd. | 0.93% | 0.71% |
| LG Electronics India Ltd. | 0.96% | 0.70% |
| NTPC Ltd. | 0.78% | 0.67% |
| Avenue Supermarts Ltd. | 0.90% | 0.67% |
| Bharat Electronics Ltd. | 0.95% | 0.66% |
| Sun Pharmaceutical Industries Ltd. | 0.64% | 1.05% |
| 7.60% Torrent Pharmaceuticals Ltd. (MD 19/01/2029) | 0.63% | 2.34% |
| Vedanta Aluminium Metal Ltd. | 0.78% | 0.61% |
| Varun Beverages Ltd. | 0.86% | 0.58% |
| Hindalco Industries Ltd. | 0.57% | 0.89% |
| Bharat Petroleum Corporation Ltd. | 0.58% | 0.56% |
| 8.20% Tata Capital Housing Finance Ltd. (MD 25/09/2029) | 0.54% | 1.19% |
| Central Depository Services (I) Ltd. | 0.59% | 0.54% |
| Schaeffler India Ltd. | 0.58% | 0.54% |
| 7.77% Bajaj Finance Ltd. (MD 17/04/2029) | 0.53% | 1.17% |
| 7.45% ICICI Securities Ltd. (MD 24/11/2028) | 0.53% | 1.17% |
| Onesource Specialty Pharma Ltd. | 0.57% | 0.53% |
| Pine Labs Ltd. | 0.52% | 0.53% |
| 8.60% Manappuram Finance Ltd. (MD 24/03/2028) | 0.48% | 1.18% |
| JSW Energy Ltd. | 0.94% | 0.46% |
| Krishna Institute of Medical Sciences Ltd. | 0.46% | 0.48% |
| ITC Ltd. | 0.74% | 0.46% |
| Dr. Reddy's Laboratories Ltd. | 0.63% | 0.45% |
| Kirloskar Oil Engines Ltd. | 0.71% | 0.42% |
| Kfin Technologies Ltd. | 0.39% | 0.56% |
| Godrej Consumer Products Ltd. | 0.46% | 0.38% |
| Symbiotec Pharmalab Ltd | 0.99% | 0.36% |
| Torrent Pharmaceuticals Ltd. | 0.49% | 0.36% |
| Milky Mist Dairy Food Ltd. | 0.50% | 0.34% |
| Oil & Natural Gas Corporation Ltd. | 0.48% | 0.34% |
| Apollo Hospitals Enterprise Ltd. | 0.52% | 0.31% |
| Meesho Ltd. | 0.29% | 0.42% |
| Eris Lifesciences Ltd. | 0.51% | 0.29% |
| Vishal Mega Mart Ltd. | 0.40% | 0.28% |
| 8.65% Muthoot Finance Ltd. (MD 31/01/2028) | 0.27% | 0.47% |
| Ultratech Cement Ltd. | 0.46% | 0.26% |
| Century Plyboards (India) Ltd. | 0.26% | 0.45% |
| Sundaram Finance Ltd. (MD 15/09/2027) | 0.25% | 1.10% |
| Mphasis Ltd. | 0.57% | 0.25% |
| 7.51% Small Industries Development Bank of India (MD 12/06/2028) | 0.25% | 0.47% |
| Deepak Nitrite Ltd. | 0.36% | 0.24% |
| Zensar Technologies Ltd. | 0.30% | 0.24% |
| Shiprocket Ltd. | 0.71% | 0.23% |
| Siemens Energy India Ltd. | 0.41% | 0.23% |
| 7.34% Government of India (MD 22/04/2064) | 0.67% | 0.23% |
| Glenmark Pharmaceuticals Ltd. | 0.46% | 0.22% |
| GO Digit General Insurance Ltd. | 0.43% | 0.21% |
| Power Finance Corporation Ltd. | 0.26% | 0.20% |
| Neogen Chemicals Ltd. | 0.46% | 0.20% |
| JSW Infrastructure Ltd. | 0.32% | 0.19% |
| BSE Ltd. | 0.49% | 0.18% |
| Crompton Greaves Consumer Electricals Ltd. | 0.24% | 0.18% |
| Greenply Industries Ltd. | 0.87% | 0.17% |
| Gujarat Energy Ltd. | 0.49% | 0.17% |
| Interglobe Aviation Ltd. | 0.31% | 0.17% |
| Turtlemint Fintech Solutions Ltd. | 0.28% | 0.15% |
| Eicher Motors Ltd. | 0.15% | 0.18% |
| Kanohar Electricals Ltd. | 0.14% | 0.15% |
| Atul Ltd. | 0.22% | 0.13% |
| Campus Activewear Ltd. | 0.11% | 0.28% |
| 7.26% Government of India (MD 06/02/2033) | 0.10% | 0.48% |
| Prince Pipes and Fittings Ltd. | 0.32% | 0.08% |
| 6.79% Government of India (MD 07/10/2034) | 0.07% | 1.52% |
| GSPL Transmission Ltd. | 0.10% | 0.04% |
| Moneyview Ltd. A | 0.01% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 64.4% means 64.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Mirae Asset Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 7.47% Reliance Industries Ltd. (MD 16/09/2031) | 1.08% |
| 7.85% Muthoot Finance Ltd. (MD 22/02/2029) | 1.06% |
| 6.35% Larsen & Toubro Ltd. (MD 19/06/2028) | 0.80% |
| Delhivery Ltd. | 0.69% |
| Jio Credit Ltd. (MD 12/03/2027) | 0.52% |
Largest holdings only in Mirae Asset Balanced Advantage Fund
| Security | % of fund |
|---|---|
| 7.18% Government of India (MD 14/08/2033) | 3.34% |
| 7.83% Bajaj Housing Finance Ltd. (MD 18/05/2029) | 1.17% |
| 7.94% Cholamandalam Investment & Finance Co. Ltd. (MD 20/03/2029) | 1.17% |
| 7.01% National Bank for Agriculture and Rural Development (MD 16/03/2029) | 1.16% |
| 7.88% Muthoot Finance Ltd. (MD 22/11/2028) | 1.16% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Mirae Asset Aggressive Hybrid | Mirae Asset Balanced Advantage |
|---|---|---|
| Equity | 76.1% | 66.2% |
| Debt | 21.0% | 29.4% |
| Cash and others | 2.8% | 4.5% |
Market cap of stocks
| Market cap | Mirae Asset Aggressive Hybrid | Mirae Asset Balanced Advantage |
|---|---|---|
| Large Cap | 52.1% | 46.6% |
| Mid Cap | 9.8% | 7.6% |
| Small Cap | 10.0% | 9.2% |
| Not on AMFI's list | 4.3% | 2.8% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Mirae Asset Aggressive Hybrid | Mirae Asset Balanced Advantage |
|---|---|---|
| Banks | 17.8% | 14.3% |
| Pharmaceuticals & Biotechnology | 7.3% | 6.1% |
| Automobiles | 3.6% | 4.0% |
| Petroleum Products | 3.9% | 3.3% |
| Consumer Durables | 3.5% | 2.8% |
| Finance | 3.4% | 2.3% |
| Telecom - Services | 3.0% | 2.8% |
The six largest sectors of each fund's stocks, % of the fund.
Mirae Asset Aggressive Hybrid vs Mirae Asset Balanced Advantage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Mirae Asset Aggressive Hybrid Fund | Mirae Asset Balanced Advantage Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.64% | 0.99% |
| Base expense ratio (Direct) | 0.42% | 0.65% |
| Total expense ratio (Regular) | 1.93% | 2.29% |
| Base expense ratio (Regular) | 1.51% | 1.75% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Mirae Asset Aggressive Hybrid with
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- Mirae Asset Balanced Advantage vs Axis Balanced Advantage
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Mirae Asset Aggressive Hybrid Fund vs Mirae Asset Balanced Advantage Fund: Frequently Asked Questions
What is the difference between Mirae Asset Aggressive Hybrid Fund and Mirae Asset Balanced Advantage Fund?
Mirae Asset Aggressive Hybrid Fund is an Aggressive Hybrid fund, Mirae Asset Balanced Advantage Fund is a Balanced Advantage fund, run by Mirae Asset Mutual Fund. Their portfolios overlap 64.4%. Mirae Asset Aggressive Hybrid Fund charges 0.64% a year and Mirae Asset Balanced Advantage Fund 0.99%.
Which has given higher returns, Mirae Asset Aggressive Hybrid Fund or Mirae Asset Balanced Advantage Fund?
Over 1 year: Mirae Asset Aggressive Hybrid Fund −1.26%, Mirae Asset Balanced Advantage Fund +0.72%. Over 3 years: Mirae Asset Aggressive Hybrid Fund +11.16% a year, Mirae Asset Balanced Advantage Fund +10.13% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Mirae Asset Aggressive Hybrid Fund or Mirae Asset Balanced Advantage Fund?
Mirae Asset Aggressive Hybrid Fund charges less: 0.64% a year against 0.99%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Mirae Asset Aggressive Hybrid Fund and Mirae Asset Balanced Advantage Fund overlap?
64.4%. They hold 95 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, Mirae Asset Aggressive Hybrid Fund or Mirae Asset Balanced Advantage Fund?
On SEBI's riskometer, Mirae Asset Aggressive Hybrid Fund is rated Very High and Mirae Asset Balanced Advantage Fund Very High. Over 3 years, the standard deviation of daily returns was 10.76% and 7.56% a year.
Which is better for SIP, Mirae Asset Aggressive Hybrid Fund or Mirae Asset Balanced Advantage Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹4,01,851 in Mirae Asset Aggressive Hybrid Fund (XIRR 5.3% a year) and ₹4,04,001 in Mirae Asset Balanced Advantage Fund (XIRR 5.7% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Mirae Asset Aggressive Hybrid Fund and Mirae Asset Balanced Advantage Fund?
Yes. 64.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Mirae Asset Aggressive Hybrid Fund and Mirae Asset Balanced Advantage Fund?
Mirae Asset Aggressive Hybrid Fund: Harshad Borawake, Vrijesh Kasera, Basant Bafna. Mirae Asset Balanced Advantage Fund: Harshad Borawake, Basant Bafna.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.