Groww Aggressive Hybrid Fund - Direct (G)
Aggressive Hybrid FundNAV
22.46(0.28%)Fund Size (CR)
₹46.02Expense Ratio
0.85Scheme Type
Active FundValue Research
Min. investment
₹100Minimum Additional Investment
₹100Minimum SIP Investment
₹100Minimum Withdrawal
₹500Exit Load
1%Return Since Launch
14.25%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Anupam Tiwari
Bench Mark
CRISIL Hybrid 35+65 - Aggressive Index
Type
OPEN
Lumpsum Returns
Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 23 December 2024 | 9941.28 | -0.59% | - | -0.04% | 183/210 |
1 Month | 29 November 2024 | 9810.69 | -1.89% | - | -0.54% | 199/210 |
3 Month | 30 September 2024 | 9461.73 | -5.38% | - | -4.00% | 186/210 |
6 Month | 28 June 2024 | 9879.93 | -1.20% | - | 2.14% | 197/210 |
1 Year | 29 December 2023 | 11363.36 | 13.63% | 13.63% | 16.81% | 136/210 |
3 Year | 30 December 2021 | 14509.08 | 45.09% | 13.21% | 13.44% | 105/210 |
5 Year | 30 December 2019 | 19677.14 | 96.77% | 14.50% | 15.71% | 99/205 |
Since Inception | 13 December 2018 | 22398.10 | 123.98% | 14.25% | 12.75% | 57/210 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 1 January 2024 | 1,30,000 | 133111.90 | 2.39% | 2.39% |
3 Year | 3 January 2022 | 3,70,000 | 465254.80 | 25.74% | 7.94% |
5 Year | 1 January 2020 | 6,10,000 | 910636.46 | 49.28% | 8.34% |
10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
2.78%
Standard Deviation
0.75%
Beta
0.73%
Sharpe Ratio
0.09%
Treynor's Ratio
3.11%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
---|---|---|---|---|---|
ICICI Bank | 8.26% | 29229 | 3.80 | Equity | Banks |
Larsen & Toubro | 6.57% | 8114 | 3.02 | Equity | Infrastructure Developers & Operators |
HDFC Bank | 6.08% | 15579 | 2.80 | Equity | Banks |
St Bk of India | 6.01% | 32945 | 2.76 | Equity | Banks |
NTPC | 4.38% | 55468 | 2.02 | Equity | Power Generation & Distribution |
Axis Bank | 3.51% | 14210 | 1.61 | Equity | Banks |
HCL Technologies | 2.94% | 7319 | 1.35 | Equity | IT - Software |
Bharti Airtel | 2.80% | 7922 | 1.29 | Equity | Telecomm-Service |
Bank of Baroda | 2.40% | 44904 | 1.11 | Equity | Banks |
Mphasis | 2.07% | 3209 | 0.95 | Equity | IT - Software |
Peer Comparison
Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
---|---|---|---|---|---|---|---|
Groww Aggressive Hybrid Fund - Direct (G) | 46.02 | -1.89% | -5.38% | -1.20% | 13.63% | 13.21% | |
JM Aggressive Hybrid Fund - Direct (Bonus) | 719.68 | 0% | -3.19% | 1.96% | 29.50% | 24.47% | |
JM Aggressive Hybrid Fund - Direct (Half-Bonus) | 719.68 | 0% | -3.19% | 1.96% | 29.50% | 24.47% | |
JM Aggressive Hybrid Fund - Direct (Quarterly-Bonus) | 719.68 | 0% | -3.19% | 1.96% | 29.50% | 24.47% | |
JM Aggressive Hybrid Fund - Direct (Annual-Bonus) | 719.68 | -0.00% | -3.19% | 1.95% | 29.50% | 24.47% | |
JM Aggressive Hybrid Fund - Direct (IDCW-H) | 719.68 | -0.00% | -3.19% | 1.95% | 29.49% | 24.47% |
News
Groww Mutual Fund Change in minimum lumpsum investment amount
Groww Mutual Fund announces that the minimum lumpsum investment amount for Groww Dynamic Bond Fund stands modified as under with effect from December 04, 2024.Scheme Name Existing Lumpsum investment amount Revised Lumpsum investment amount Groww Dynamic Bond Fund Rs. 100 and in multiples of Re. 1/- thereafter Rs. 500 and in multiples of Re.1 thereafter Groww Overnight Fund Rs. 100 and in multiples of Re. 1/- thereafter Rs. 500/- and in multiples of Re. 1/- thereafter Groww Liquid Fund Rs. 100/- and in multiples of Re. 1/- thereafter Rs. 500/- and in multiples of Re. 1/- thereafter Groww Short Duration Fund Rs. 100/- and in multiples of Re. 1/- thereafter Rs. 500/- and in multiples of Re. 1/- thereafter Groww Value Fund Rs. 10 and in multiples of Re. 1/- thereafter Rs. 500/- and in multiples of Re. 1/- thereafter Groww Total Market Index Fund Rs. 100/- and in multiples of Re. 1/- thereafter Rs. 500/- and in multiples of Re. 1/- thereafter Powered by Capital Market - Live News
Fund House Details & Investment Objective
Date of Incorporation
22 November 2018
Total AUM (Cr)
₹46.02
Groww Aggressive Hybrid Fund - Direct (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Groww Mutual Fund. Launched in 22 November 2018, this fund is managed by Anupam Tiwari. With assets under management (AUM) worth ₹46.02 (Cr), as of 1 January 2025, Groww Aggressive Hybrid Fund - Direct (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 14.25% since its launch.
The current NAV of Groww Aggressive Hybrid Fund - Direct (G) is ₹22.46, as on 1 January 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Groww Aggressive Hybrid Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% If redeemed/switched out within 7 Days from the date of allotment. Nil-If redeemed/switched out after 7 Days from the date of allotment. The fund has generated 13.21% and 14.50% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 69.96% in Equity, 17.72% in Debt and 12.32% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 31.26% in Debt, 24.08% in Banks, 7.55% in IT-Software, 5.86% in Construction, 3.94% in Automobiles
FAQs
How to Invest in Groww Aggressive Hybrid Fund - Direct (G) Direct Growth?
Groww Aggressive Hybrid Fund - Direct (G) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 14.25% since inception. Looking to invest in Groww Aggressive Hybrid Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Groww Aggressive Hybrid Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Groww Aggressive Hybrid Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Groww Aggressive Hybrid Fund - Direct (G) today and reap the benefits of this Aggressive Hybrid Fund fund!
How much returns has Groww Aggressive Hybrid Fund - Direct (G) Direct Growth generated?
What is the expense ratio of Groww Aggressive Hybrid Fund - Direct (G) Direct Growth?
What is the AUM of Groww Aggressive Hybrid Fund - Direct (G) Fund Direct Growth?
How to redeem or withdraw money from Groww Aggressive Hybrid Fund - Direct (G) Direct Growth?
Redeeming or selling units of Groww Aggressive Hybrid Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Groww Aggressive Hybrid Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Groww Aggressive Hybrid Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).