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 |
| Minimum Topup: 100 |
| 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 |
19.6011
-0.03 (-0.1648%)
11.27%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 | 2.96 | 15.93 | 11.07 | 17.44 | - |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 16.96 | 23.81 | 14.94 | 20.48 | 12.47 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 11.87 | 23.6 | 14.89 | 19.01 | - |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 11.64 | 20.63 | 12.97 | 21.77 | - |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 11.61 | 23.14 | 14.78 | 22.79 | - |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.45%
Others
2.12%
Large Cap
57.93%
Mid Cap
7.89%
