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Mirae Asset Balanced Advantage Fund
Mirae Asset·
Dynamic Asset Allocation or Balanced Advantage
1Y
+4.21%
3Y
+10.26%
5Y
-
Since Inception
+10.97%
Sharpe
0.58
Sortino
0.87
Max Drawdown
-7.52%
Volatility
7.61%
Alpha
+3.73%
Beta
1.04
Info Ratio
1.53
Up / Down Capture
119 / 85
NAV (last ~1 year)
Fund details
AMCMirae Asset
Fund manager-
Data from2022-08-12
AUM₹2.0K Cr (January - March 2026)
Expense ratio (Direct)0.79%
Minimum lumpsumRs 5,000
Minimum SIPRs 99
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#7 of 37
Top 19%
3Y CAGR
#12 of 31
Top 39%
5Y CAGR
-
Sharpe
#10 of 36
Top 28%