- Mutual Funds
- Groww Aggressive Hybrid Fund - Direct (IDCW)
Groww Aggressive Hybrid Fund - Direct (IDCW)
Aggressive Hybrid Fund
- NAV 18.81 (0.24%)
- Fund Size (Cr) ₹34.41
- Expense Ratio 0.85
- Scheme Type Active Fund
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Value Research
- Minimum investment ₹100
- Minimum Additional Investment ₹100
- Minimum SIP Investment ₹10
- Minimum Withdrawal ₹500
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Exit Load
1%
- Return Since Launch 13.51%
Basic Details
Anupam Tiwari
CRISIL Hybrid 35+65 - Aggressive Index
OPEN
Lumpsum Returns
SIP Returns
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%.
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0.01%
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Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
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Groww Aggressive Hybrid Fund - Direct (IDCW)
- 34.41
- 6.18%
- 6.27%
- 11.80%
- 12.91%
- 14.08%
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Bank of India Mid & Small Cap Equity & Debt Fund-Dir (G)
- 492.5
- 7.30%
- 9.07%
- 26.58%
- 30.18%
- 27.20%
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Bank of India Mid & Small Cap Equity & Debt Fund-D(IDCW)
- 492.5
- 7.32%
- 9.09%
- 26.57%
- 30.18%
- 27.13%
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JM Aggressive Hybrid Fund - Direct (IDCW-Q)
- 93.18
- 6.59%
- 7.81%
- 24.60%
- 29.32%
- 22.33%
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JM Aggressive Hybrid Fund - Direct (IDCW)
- 93.18
- 6.59%
- 7.81%
- 24.60%
- 29.32%
- 22.33%
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JM Aggressive Hybrid Fund - Direct (IDCW-M)
- 93.18
- 6.59%
- 7.81%
- 24.60%
- 29.32%
- 22.33%
News
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Groww Mutual Fund Announces Appointment of Key Personnel
Groww Mutual Fund has announced that Mr. Madhu Babu has been appointed as an Assistant Fund Manager (?Key Personnel') of Groww Asset Management Limited (formerly known as Indiabulls Asset Management Co. Ltd.) (AMC) w.e.f. November 30, 2023.
Details of Mr. Madhu Babu
Age: 41 years
Designation: Assistant Fund Manager
Qualification: BTECH & MBA
Powered by Capital Market - Live News
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Groww Mutual Fund Announces merger of Two Schemes into Groww Large Cap Fund
Groww Mutual Fund has approved the merge its Groww Nifty 50 ETF and Groww Arbitrage Fund into Groww Large Cap Fund, with effect from 27 October 2023.
Powered by Capital Market - Live News
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Groww Mutual Fund Change in Minimum Application Amount
Groww Mutual Fund Announces that Change in Minimum Application Amount and minimum additional amount shall be reduced. Groww Mutual Fund stands modified as with effect from September 15, 2023:
Name of Scheme(s) Existing Minimum Application & Additional Amount Proposed Minimum Application & Additional Amount Groww Large Cap Fund, Groww Value Fund, Groww Aggressive Hybrid Fund, Groww Overnight Fund, Groww Liquid Fund, Groww Short Duration Fund and Groww Dynamic Bond Fund For Subscriptions (Lumpsum) Rs. 500 & additional amount Rs. 100 in multiples of Re. 1 For Subscriptions (Lumpsum) Rs. 100 & additional amount Rs. 100 in multiples of Re. 1 Powered by Capital Market - Live News
Fund House Details & Investment Objective
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Date of Incorporation
22-Nov-2018
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Total AUM (Cr)
₹36.01
Groww Aggressive Hybrid Fund - Direct (IDCW) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Groww Mutual Fund. Launched in Nov 2018, this fund is managed by Anupam Tiwari. With assets under management (AUM) worth ₹36.01 (Cr), as of 08-Dec-2023, Groww Aggressive Hybrid Fund - Direct (IDCW) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 13.51% since its launch.
The current NAV of Groww Aggressive Hybrid Fund - Direct (IDCW) is ₹18.81, as on 08-Dec-2023. The fund’s benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Groww Aggressive Hybrid Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹10 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 14.08% and - 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 72.47% in Equity, 26.85% in Debt and 0.67% in cash and cash equivalents
The top 5 sectors the fund invests in are: 24.24% in Banks, 21.63% in Debt, 9.52% in IT-Software, 7.32% in Automobiles and 5.57% in Finance.
FAQs on Groww Aggressive Hybrid Fund - Direct (IDCW)
Groww Aggressive Hybrid Fund - Direct (IDCW) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 13.51% since inception. Looking to invest in Groww Aggressive Hybrid Fund - Direct (IDCW)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Groww Aggressive Hybrid Fund - Direct (IDCW) 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 (IDCW)
- 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 (IDCW) today and reap the benefits of this Aggressive Hybrid Fund fund!
In the short term, i.e., 1 year, Groww Aggressive Hybrid Fund - Direct (IDCW) has generated annualised return of 12.91%. In the long-term, the fund has generated 14.08% and - in 3 and 5 years respectively. Since its inception, the fund has generated 13.51% returns.
The expense ratio of Groww Aggressive Hybrid Fund - Direct (IDCW) Direct Growth is 0.85%. 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.
The Assets Under Management (AUM) of Groww Aggressive Hybrid Fund - Direct (IDCW) is ₹36.01 (Cr) as of 08 December 2023. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of Groww Aggressive Hybrid Fund - Direct (IDCW) 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 (IDCW):
- 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 (IDCW)).
- 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).
Yes, you can invest both lumpsum and SIP in Groww Aggressive Hybrid Fund - Direct (IDCW). Minimum lumpsum investment Groww Aggressive Hybrid Fund - Direct (IDCW) is ₹100 and minimum SIP amount is ₹10. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of Groww Aggressive Hybrid Fund - Direct (IDCW) is ₹18.81 as on 08 December 2023.
The 5 biggest stock holdings of Groww Aggressive Hybrid Fund - Direct (IDCW) are:
ICICI Bank (6.81%), HDFC Bank (5.26%), Larsen & Toubro (4.4%), Axis Bank (3.61%), Infosys (3.19%)
A majority of Groww Aggressive Hybrid Fund - Direct (IDCW) 's AUM worth ₹36.01 (Cr) is invested in these 3 top sectors:
- Banks: 24.24%
- Debt: 21.63%
- IT-Software: 9.52%
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