Mirae Asset Balanced Advantage Fund — rolling returns

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 294 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Common questions about Mirae Asset Balanced Advantage Fund

What is the 3-year rolling return of Mirae Asset Balanced Advantage Fund?

Across 294 overlapping 3-year holding periods between 12 August 2022 and 16 October 2026, the Direct plan of Mirae Asset Balanced Advantage Fund returned an average of 12.78% a year, with a median of 13.37%. The best 3-year stretch returned 14.92% a year and the worst returned 9.48%.

Has Mirae Asset Balanced Advantage Fund ever lost money over 3 years?

No. Every one of the 294 3-year holding periods in this fund's history ended in profit. The weakest returned 9.48% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Mirae Asset Balanced Advantage Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 12.78% a year on the Direct plan against 11.23% on the Regular plan, a difference of 1.55% a year.

What is the 1-year rolling return of Mirae Asset Balanced Advantage Fund?

Across 785 overlapping 1-year holding periods between 12 August 2022 and 16 October 2026, the Direct plan of Mirae Asset Balanced Advantage Fund returned an average of 12.87% a year, with a median of 10.96%. The best 1-year stretch returned 26.44% a year and the worst returned 1.58%.