Mirae Asset Midcap Fund SIP Calculator
Calculate historical returns and project future compounding for Mirae Asset Midcap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Mid Cap
AUM
₹45,811 Cr
Expense Ratio
0.85%
Fund Manager
Neelesh Surana & Gaurav Misra
Mirae Asset Midcap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 14.3% CAGR | 5 Years @ 14.6% CAGR | 10 Years @ 10.0% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹45,183 Invested: ₹36,000 | ₹88,679 Invested: ₹60,000 | ₹2,06,552 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,12,958 Invested: ₹90,000 | ₹2,21,698 Invested: ₹1,50,000 | ₹5,16,380 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,25,916 Invested: ₹1,80,000 | ₹4,43,395 Invested: ₹3,00,000 | ₹10,32,760 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,51,831 Invested: ₹3,60,000 | ₹8,86,791 Invested: ₹6,00,000 | ₹20,65,520 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹11,29,578 Invested: ₹9,00,000 | ₹22,16,977 Invested: ₹15,00,000 | ₹51,63,801 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (14.33%), 5-year (14.6%), and 10-year (10%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Mirae Asset Midcap Fund
A mid cap fund investing in companies ranked 101-250 by market capitalisation. Offers a balance between growth potential and relative stability within the mid cap space.
Investment Strategy
Focuses on quality mid cap companies with strong earnings growth potential, sound management, and reasonable valuations. Uses a combination of growth and value investing principles.
Key Facts
- Invests in companies ranked 101-250 by market cap
- Balance of growth potential and relative stability
- Expense ratio competitive within category
- Benchmark: Nifty Midcap 150 TRI
Historical Returns
3-Year CAGR
14.33%
5-Year CAGR
14.6%
10-Year CAGR
N/A (fund < 10 years)
Benchmark
Nifty Midcap 150 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Data as of August 2026. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Mirae Asset Midcap's portfolio includes:
Top 5 Holdings
- Persistent Systems
- Coforge
- C.E. Info Systems
- Affle India
- Home First Finance
Sector Allocation
IT 20%, Financials 18%, Industrial 15%, Consumer 12%, Others 35%
Risk & Drawdowns
Moderate-high volatility. Standard deviation ~18%. Mid cap swings are normal.
Max drawdown -42% in March 2020. Recovered in 14 months.
Tax Treatment
LTCG 12.5% above ₹1.25L/year. STCG 20% if sold within 1 year.
Who Should NOT Invest in Mirae Asset Midcap?
Conservative investors, those with < 7 year horizon, or anyone uncomfortable with 30%+ temporary declines.
About the Fund Manager
Neelesh Surana and Gaurav Misra. Mirae Asset's mid cap team has strong research backing.
Who Is This Fund Suitable For?
Suitable for investors seeking mid cap growth with relatively lower volatility than small caps. Recommended horizon of 7+ years.
More Funds from Mirae Asset & Similar Schemes
Similar Funds to Consider
- Kotak Emerging Equity Fund
- Axis Midcap Fund
- HDFC Mid-Cap Opportunities Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Mirae Asset Midcap Investors
- FIRE Calculator — Plan your retirement corpus with Mirae Asset Midcap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Mirae Asset Midcap could cost you
- SIP vs EMI Calculator — Compare investing in Mirae Asset Midcap vs paying off loans
Frequently Asked Questions About Mirae Asset Midcap
What is the historical SIP return of Mirae Asset Midcap?
Based on the latest data, Mirae Asset Midcap has delivered an annualized return (CAGR) of 14.33% over 3 years, 14.6% over 5 years, and N/A (fund < 10 years) over 10 years. Max drawdown -42% in March 2020. Recovered in 14 months.
How is Mirae Asset Midcap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Mirae Asset Midcap generate over 5 years?
At an estimated annual return rate of 14.6%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,43,395 in 5 years, yielding an estimated wealth gain of ₹1,43,395. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Mirae Asset Midcap?
Mirae Asset Midcap's top holdings include Persistent Systems, Coforge, C.E. Info Systems, and Affle India. The fund's sector allocation is IT 20%, Financials 18%, Industrial 15%, Consumer 12%, Others 35%.
What is the risk profile of Mirae Asset Midcap?
Moderate-high volatility. Standard deviation ~18%. Mid cap swings are normal. This fund may not be suitable for conservative investors, those with < 7 year horizon, or anyone uncomfortable with 30%+ temporary declines..
What are the tax implications of investing in Mirae Asset Midcap?
LTCG 12.5% above ₹1.25L/year. STCG 20% if sold within 1 year.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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