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Mirae Asset

Mirae Asset Multicap Fund

Multi CapEquityVery High risk Rank 27 of 37

NAV · Direct-Growth

₹15.53-0.05-0.31%

As of 18 Aug 2026 · AMFI

NAV growth+5.9%
Aug ’25Aug ’26
Arthkar verdictA balanced read

Returns

Lags category

0 of 1 periods ahead

Cost

Average

0.38% vs NaN% peers

Consistency

Strong

positive in 3 of 3 years

Trails its Multi Cap category on 1Y.

1Y return

+5.9%

-1.0 vs cat

3Y CAGR

5Y CAGR

AUM

₹5.1K Cr

fund size

Expense

0.38%

direct plan

Volatility 3Y

3Y std dev

In plain English

Mirae Asset Multicap Fund is a Multi Cap scheme from Mirae Asset. The portfolio is ~99% in equities. Within equity, ~34% sits in large-cap stocks, 32% in mid-cap, and 26% in small-cap. Worst historical drawdown: -18% in Feb 2025, recovered in 4 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF769K01KK8

NAV (Direct-Growth)

₹15.5300

Last 1Y

+5.91%

Aug 25Min ₹13.15 · Max ₹15.62 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025

-18.2%

Peak ₹14.78 on 27 Sept 2024 → trough ₹12.09 on 28 Feb 2025 (5 months down).

Recovered in 4 months· 26 Jun 2025

Mar 2026

-14.7%

Peak ₹15.41 on 2 Jan 2026 → trough ₹13.15 on 30 Mar 2026 (3 months down).

Recovered in 3 months· 10 Jul 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

5

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.38% — well below typical 1% for equity.

  • AUM size

    ₹5.1K Cr.

  • Sector concentration

    Top 3 sectors = 58.7% — diversified across sectors.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.44%-0.03%28/ 37
1M+0.68%+2.77%32/ 37
3M+6.88%+6.93%27/ 37
6M+2.57%+5.18%31/ 37
YTD+1.43%+4.31%32/ 37
1Y+5.91%+6.87%27/ 37
2Y+5.18%+3.64%17/ 31

Portfolio composition

Asset allocation

  • Equity98.51%
  • Cash1.49%

By market cap

  • Large cap33.94%
  • Mid cap32.49%
  • Small cap26.33%
  • Others7.24%

Concentration

Holdings

79

Avg market cap

₹78.6K Cr

Top 10 stocks

30.00%

Top 5 stocks

18.50%

Top 3 sectors

58.69%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    HDFC Bank Ltd

    5.48%
  • 1

    HDFC Bank Ltd

    5.48%
  • 2

    ICICI Bank Ltd

    3.91%
  • 2

    ICICI Bank Ltd

    3.91%
  • 3

    Delhivery Ltd

    3.25%
  • 3

    Delhivery Ltd

    3.25%
  • 4

    Axis Bank Ltd

    3.24%
  • 4

    Axis Bank Ltd

    3.24%
  • 5

    Lupin Ltd

    2.62%
  • 5

    Lupin Ltd

    2.62%
  • 6

    Reliance Industries Ltd

    2.54%
  • 6

    Reliance Industries Ltd

    2.54%
  • 7

    IndusInd Bank Ltd

    2.46%
  • 7

    IndusInd Bank Ltd

    2.46%
  • 8

    Swiggy Ltd

    2.28%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio28.6826.90+1.78
  • P/B ratio3.213.68-0.47
  • Price / Sales2.263.13-0.87
  • Price / Cash Flow16.4919.69-3.20
  • Dividend yield0.97%1.01%-0.04
  • Return on equity (ROE)14.43%16.89%-2.46

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y
  • Standard deviation

    Volatility — lower means steadier returns.

    16.2518.2716.3915.53
  • Sharpe ratio

    Risk-adjusted return — higher is better.

    -0.16-0.150.620.60
  • Sortino ratio

    Like Sharpe but only counts downside volatility.

    -0.22-0.190.960.94
  • Beta

    1 = moves with the market. <1 = less volatile.

    0.980.960.960.96

Peers in Multi Cap

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.