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Groww Aggressive Hybrid Fund - Regular (IDCW-H)

Aggressive Hybrid Fund
  • NAV

    20.20(0.28%)
  • Fund Size (CR)

    ₹46.02
  • Expense Ratio

    2.3
  • Scheme Type

    Active Fund
  • Value Research

  • Min. investment

    ₹100
  • Minimum Additional Investment

    ₹100
  • Minimum SIP Investment

    ₹100
  • Minimum Withdrawal

    ₹500
  • Exit Load 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.

    1%
  • Return Since Launch

    12.26%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -5.66%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Anupam Tiwari

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 23 December 20249938.56-0.61%--0.04%189/210
1 Month29 November 20249798.63-2.01%--0.54%205/210
3 Month30 September 20249427.60-5.72%--4.00%194/210
6 Month28 June 20249807.50-1.92%-2.14%204/210
1 Year29 December 202311198.7311.99%11.99%16.81%179/210
3 Year30 December 202113909.0939.09%11.63%13.44%140/210
5 Year30 December 201918126.9881.27%12.63%15.71%159/205
Since Inception13 December 201820139.80101.40%12.26%12.75%134/210

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 January 20241,30,000132119.301.63% 1.63%
3 Year3 January 20223,70,000455063.6922.99% 7.14%
5 Year1 January 20206,10,000872558.9743.04% 7.42%
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

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

  • 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

0.58%

Sharpe Ratio

0.09%

Treynor's Ratio

1.68%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
ICICI Bank8.26%292293.80EquityBanks
Larsen & Toubro6.57%81143.02EquityInfrastructure Developers & Operators
HDFC Bank6.08%155792.80EquityBanks
St Bk of India6.01%329452.76EquityBanks
NTPC4.38%554682.02EquityPower Generation & Distribution
Axis Bank3.51%142101.61EquityBanks
HCL Technologies2.94%73191.35EquityIT - Software
Bharti Airtel2.80%79221.29EquityTelecomm-Service
Bank of Baroda2.40%449041.11EquityBanks
Mphasis2.07%32090.95EquityIT - Software

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
JM Aggressive Hybrid Fund - Direct (Bonus)
719.680%-3.19%1.96%29.50%24.47%
JM Aggressive Hybrid Fund - Direct (Half-Bonus)
719.680%-3.19%1.96%29.50%24.47%
JM Aggressive Hybrid Fund - Direct (Quarterly-Bonus)
719.680%-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 - Regular (IDCW-H) 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 - Regular (IDCW-H) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 12.26% since its launch.
The current NAV of Groww Aggressive Hybrid Fund - Regular (IDCW-H) is ₹20.2, 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 - Regular (IDCW-H) 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 11.63% and 12.63% 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 - Regular (IDCW-H) Direct Growth?

Groww Aggressive Hybrid Fund - Regular (IDCW-H) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 12.26% since inception. Looking to invest in Groww Aggressive Hybrid Fund - Regular (IDCW-H) How about earning 1% extra return? All this is possible with m.Stock! Investing in Groww Aggressive Hybrid Fund - Regular (IDCW-H) 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 - Regular (IDCW-H)
  • 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 - Regular (IDCW-H) today and reap the benefits of this Aggressive Hybrid Fund fund!

How much returns has Groww Aggressive Hybrid Fund - Regular (IDCW-H) Direct Growth generated?

In the short term, i.e., 1 year, Groww Aggressive Hybrid Fund - Regular (IDCW-H) has generated annualised return of 11.99%. In the long-term, the fund has generated 11.63% and 12.63% in 3 and 5 years respectively. Since its inception, the fund has generated 12.26% returns.

What is the expense ratio of Groww Aggressive Hybrid Fund - Regular (IDCW-H) Direct Growth?

The expense ratio of Groww Aggressive Hybrid Fund - Regular (IDCW-H) Direct Growth is 2.30%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Groww Aggressive Hybrid Fund - Regular (IDCW-H) Fund Direct Growth?

The Assets Under Management (AUM) of Groww Aggressive Hybrid Fund - Regular (IDCW-H) is ₹46.02 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Groww Aggressive Hybrid Fund - Regular (IDCW-H) Direct Growth?

Redeeming or selling units of Groww Aggressive Hybrid Fund - Regular (IDCW-H) 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 - Regular (IDCW-H):
  • 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 - Regular (IDCW-H)).
  • 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).