Groww Aggressive Hybrid Fund Regular IDCW Quarterly

Hybrid
Aggressive Hybrid
Very High Risk
16.68%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
All
NAV: 27 Sep 2023₹17.27
Min. SIP amountNot Supported
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 returnsNA13.3%16.7%10.7%
Category averageNA16.4%19.2%NA
Rank with in categoryNA2925NA
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: 2.30%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sumit Bhatnagar
May 2021 - Present
View details

Education
Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA).
Experience
Prior to joining Indiabulls Mutual Fund he has worked with SEBI.
Also manages these schemes

Karan Singh
May 2020 - Present
View details

Education
Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
Experience
Prior to joining Groww Mutual Fund (formerly Indiabulls Mutual Fund) he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA 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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