Mirae Asset Aggressive Hybrid Fund-Reg(G)
View the direct plan of this scheme
Rs 30.789 -0.013(-0.042 %) NAV as on 02 May 2025
Scheme Objective: The investment objective of the Scheme is to generate capital appreciation along with current income from a combined portfolio of predominantly investing in equity & equity related instruments and balance in debt and money market instruments. The Scheme does not guarantee or assure any returns.
Performance (As on 02 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -0.36 % | 8.60 % | 12.75 % | 17.49 % | 12.20 % |
NIFTY 50 | 0.19 % | 7.50 % | 12.55 % | 19.78 % | N/A |
Portfolio
Aggressive hybrid funds invest the majority (up to 80%) of their portfolio in equities and hold the rest in debt instruments. This makes them lower risk and lower volatile than pure equity funds. On the equity side, funds invest across market capitalisations and in rising markets can hold significant mid-cap exposure. On the debt side, funds generally stick to a simple accrual strategy of investing and holding top-rated bonds.
These funds suit first-time equity investors. They also suit conservative investors who want equity exposure. They can also be used to mitigate risks of high-risk investors who want to invest heavily in equity. These funds need a minimum 3 year holding period.