Mirae Asset Balanced Advantage Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Mirae Asset Balanced Advantage Fund Growth Fund Overview
Min. investment
SIP ₹99 & Lump. ₹5000
AUM (Fund size)
₹2,068 Cr
Lock In Period
N/A
Expense Ratio
2.05
Exit Load
15% of the units allotted (including Switch-in/STP-in) on or before completion of 180 days from the date of allotment of units: Nil.Any redemption in excess of such limits in the first 180 days from the date of allotment shall be subject to the following exit load: (Redemption of units would be done on First In First Out Basis (FIFO):-If redeemed within 6 months (180 days) from the date of allotment: 1% -If redeemed after 6 months (180 days) from the date of allotment: NIL
Benchmark
Nifty50 Hybrid Composite Debt 50:50 Index
Summary
Mirae Asset Balanced Advantage Fund Growth NAV is ₹14.298 as of 16 May, 2026. Mirae Asset Balanced Advantage Fund Growth has delivered 35.66% returns since its launch. The minimum SIP investment amount in Mirae Asset Balanced Advantage Fund Growth is ₹99. The AUM of Mirae Asset Balanced Advantage Fund Growth is ₹2,068 Cr. The expense ratio of the fund is 2.05%, and its benchmark is Nifty50 Hybrid Composite Debt 50:50 Index. The current exit load of the fund is 15% of the units allotted (including Switch-in/STP-in) on or before completion of 180 days from the date of allotment of units: Nil.Any redemption in excess of such limits in the first 180 days from the date of allotment shall be subject to the following exit load: (Redemption of units would be done on First In First Out Basis (FIFO):-If redeemed within 6 months (180 days) from the date of allotment: 1% -If redeemed after 6 months (180 days) from the date of allotment: NIL. In the last 1M months, Mirae Asset Balanced Advantage Fund Growth has delivered -0.03% returns.
Mirae Asset Balanced Advantage Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.03 | 0.26 | 126.76 |
| 6M | -1.78 | 1.10 | 126.76 |
| 1Y | 3.28 | 4.40 | 126.76 |
| 3Y | 10.70 | 12.89 | 126.76 |
Portfolio Analysis
- Equity: 67.50%
- Debt: 32.51%
- Others
As on: 2026-03-31
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About Fund Mirae Asset Balanced Advantage Fund Growth
Mirae Asset Balanced Advantage Fund Growth managed by Mirae Asset Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,068 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.05. Under the expert guidance of Harshad Borawake ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Harshad Borawake
Mr. Harshad Borawake is MBA(Finance) & B.E.(Polymers) Prior to joining Mirae Asset Mutual Fund, he has worked with Motilal Oswal Securities Ltd. as Vice President and Capmetrics & Risk Solutions Private Ltd. as Research Analyst - Equity.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 2718.98 CR | 1.95 |
| ICICI Prudential Blended Plan B - Option I Growth | 0 | 773.84 CR | 0.42 |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 0 | 1465.87 CR | 2.08 |
| Mirae Asset Balanced Advantage Fund Growth | 3 | 2067.51 CR | 2.05 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | -1.9846 | 31.5192 |
| This FundICICI Prudential Blended Plan B - Option I Growth | 10.635 | 33.278 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 1.8059 | 33.9031 |
| This FundMirae Asset Balanced Advantage Fund Growth | 3.2793 | 35.6638 |
Mirae Asset Balanced Advantage Fund Growth FAQs
Mirae Asset Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Mirae Asset Balanced Advantage Fund Growth is 2.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Mirae Asset Balanced Advantage Fund Growth’s fund performance is as follows:
- 1 Month : -0.03%
- 6 Months : -1.78%
- 1 Year : 3.28%
- 3 Years : 10.70%
You can invest in Mirae Asset Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Mirae Asset Balanced Advantage Fund Growth is ₹2,068 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Mirae Asset Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
