Groww Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
12.31%
3Y annualised
+0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Nov 2024₹22.82
Min. SIP amount₹100
RatingNA
Fund size₹46.87Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.8%12.3%15.3%15.0%
Category average28.1%12.9%16.1%NA
Rank with in category243027NA
Understand terms

Peer Comparison

Holdings (38)

NameSectorInstrumentAssets
SovereignGOI Sec11.21%
GOI
SovereignGOI Sec10.14%
FinancialEquity8.50%
FinancialEquity7.94%
ConstructionEquity5.80%
FinancialEquity3.74%
TechnologyEquity3.27%
CommunicationEquity2.89%
Consumer StaplesEquity2.81%
TechnologyEquity2.80%
FinancialEquity2.61%
Consumer StaplesEquity2.57%
AutomobileEquity2.53%
NA
NAEquity2.21%
ServicesEquity2.12%
ConstructionEquity2.07%
FinancialEquity1.97%
FinancialEquity1.89%
Capital GoodsEquity1.84%
EnergyEquity1.78%
AutomobileEquity1.77%
AutomobileEquity1.73%
HealthcareEquity1.62%
TechnologyEquity1.54%
FinancialEquity1.37%
GOI
SovereignGOI Sec1.09%
ServicesEquity1.06%
AutomobileEquity1.05%
FinancialEquity0.99%
ServicesEquity0.95%
Capital GoodsEquity0.91%
InsuranceEquity0.91%
Consumer StaplesEquity0.89%
Capital GoodsEquity0.76%
Groww Liquid Direct Fund-Growth
NAMutual Fund0.68%
ServicesEquity0.66%
HDFC Bank Ltd.
FinancialFixed Deposits0.64%
AutomobileEquity0.43%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Lower expense ratio: 0.85%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher alpha: 1.86 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Anupam Tiwari
May 2023 - Present
View details

Education
Mr. Tiwari is a Chartered Accountant.
Experience
Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he was associated with Axis Mutual Fund, Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Floor 12 A, Tower 2 A, One World Centre, Jupiter Mills Compound Senapati Bapat Marg, Mumbai 400013
Phone
8050180222
Launch Date
10 Apr 2008
Groww Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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