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Mirae Asset Banking and Financial Services Fund - Direct Plan - Growth

Mirae Asset Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
2,186 cr
TER direct / regular
0.71% / 2.11%
CAGR (full)
15.1%
Sharpe (full)
0.60
Sharpe (bull ≤Sep-24)
1.97
Sharpe (sideways Oct-24→)
0.16
Max drawdown
-15.0%
Months of data
68
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

20212022202320242025202698174249Fund (NAV=100)Risk-free 6%/yrCategory median (Thematic)

Drawdown

202120222023202420252026-15-80Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2211.8%-9.3%0.4212
FY238.4%5.2%0.2012
FY2428.8%-17.5%1.8512
FY2516.0%8.9%0.6212
FY263.2%4.4%-0.0612
FY27*14.4%-4.0%1.785
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2021-1.9+11.0-1.6-0.8+7.6-0.9+1.2+6.8+1.2+3.6-6.5-0.7+19.3
2022+4.4-5.5+1.7-2.3-1.7-5.0+12.9+4.5-4.0+6.5+4.6-0.7+14.8
2023-4.2-1.4+0.4+5.5+4.1+4.5+5.3-2.1+1.5-2.4+4.0+6.3+22.8
2024-0.7+1.0-0.8+6.6-1.7+9.1+0.7-0.4+3.7-2.6+0.1-1.8+13.3
2025-3.3-3.4+9.1+5.4+2.6+4.4-2.3-3.5+2.1+5.5+4.0-0.4+21.0
2026+0.2+0.9-14.0+8.9-1.7+6.0+0.0+0.8-0.6

Quarterly average AUM & estimated net flows

2021202220232024202520264461,3232,199AUM (quarter avg), ₹cr
-308368
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.