Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option

Fund House: Groww Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 06-12-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.3% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 42.39 Cr As on 28-02-2025(Source:AMFI)
Turn over: 108% | Exit Load: 1% if redeemed/ switched outwithin 7 Days from the date ofallotment, Nil - if redeemed/ switched out after 7 Days from the date of allotment

19.3569

11.03%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.42
Sharpe Ratio 0.31
Alpha -0.34
Beta 1.08
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option 06-12-2018 1.03 14.27 9.82 17.69 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 14.75 21.87 13.63 20.87 12.03
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.19 21.74 13.8 19.41 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 9.48 18.38 10.66 19.14 11.22
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 9.45 18.75 11.57 21.85 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.41 21.28 13.64 23.09 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 9.37 21.12 14.81 24.79 11.41
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.45 21.09 15.13 23.22 11.65
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.44 21.15 15.24 23.28 11.69
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 8.21 15.35 7.27 16.87 -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.45%

Others

2.12%

Large Cap

57.93%

Mid Cap

7.89%

Feedback
Notification