Groww Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
15.23%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹20.43
Min. SIP amount₹100
RatingNA
Fund size₹39.87Cr

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 returns28.6%15.2%14.3%14.5%
Category average29.6%15.2%13.8%NA
Rank with in category252919NA
Understand terms

Holdings (43)

NameSectorInstrumentAssets
SovereignGOI Sec11.33%
FinancialEquity7.96%
FinancialEquity7.80%
ConstructionEquity5.99%
SovereignGOI Sec5.05%
FinancialEquity3.32%
FinancialEquity3.27%
AutomobileEquity2.91%
ServicesEquity2.79%
Punjab National Bank
FinancialCD2.51%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.85%
1Y annualised returns lower than category average by 1.01%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
3Y and 5Y annualised returns higher than category average
Higher alpha: 2.11 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y

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

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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