Groww Aggressive Hybrid Fund Direct IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
18.60%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
All
NAV: 27 Sep 2023₹17.61
Min. SIP amount₹100
RatingNA
Fund size₹34.54Cr

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
6M1Y3YAll
Fund returnsNA14.5%18.6%12.7%
Category averageNA16.4%19.2%NA
Rank with in categoryNA2924NA
Understand terms

Holdings (44)

NameSectorInstrumentAssets
SovereignGOI Sec13.1%
FinancialEquity8.7%
FinancialEquity7.1%
SovereignGOI Sec5.8%
ConstructionEquity4.4%
Consumer StaplesEquity3.5%
FinancialEquity3.5%
TechnologyEquity3.3%
FinancialEquity3.0%
FinancialEquity2.9%
See All

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

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

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

Kaustubh Sule
May 2023 - Present
View details

Education
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Experience
Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he has worked with Axis Asset Management Company Ltd. HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
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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