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Groww Aggressive Hybrid Fund - Regular (IDCW-M)

Aggressive Hybrid Fund
  • NAV

    20.77(0.05%)
  • Fund Size (CR)

    ₹48.23
  • Expense Ratio

    2.38
  • Scheme Type

    Active Fund
  • Value Research

  • Min. investment

    ₹500
  • 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

    11.52%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 1.18%
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 14 August 202510060.580.61%-1.23%185/199
1 Month22 July 20259971.32-0.29%--0.91%50/199
3 Month22 May 202510227.582.28%-2.17%103/199
6 Month21 February 202510943.109.43%-9.87%99/199
1 Year22 August 202410027.150.27%0.27%1.34%146/199
3 Year22 August 202214314.5643.15%12.69%14.84%143/199
5 Year21 August 202019759.7497.60%14.58%17.53%177/195
Since Inception13 December 201820758.40107.58%11.52%12.72%136/199

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year2 September 20241,20,000123181.172.65% 2.65%
3 Year1 September 20223,60,000423644.5117.68% 5.58%
5 Year1 September 20206,00,000800093.4333.35% 5.92%
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

2.82%

Standard Deviation

0.79%

Beta

0.76%

Sharpe Ratio

-0.03%

Treynor's Ratio

2.14%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank9.38%224094.52EquityBanks
ICICI Bank7.91%257613.82EquityBanks
Larsen & Toubro3.51%46541.69EquityInfrastructure Developers & Operators
Bharti Airtel3.08%77561.48EquityTelecomm-Service
M & M3.05%45941.47EquityAutomobile
Infosys2.83%90471.37EquityIT - Software
Max Financial2.53%81331.22EquityFinance
Bajaj Finance2.51%137601.21EquityFinance
Power Fin.Corpn.2.36%277511.14EquityFinance
Coforge2.35%64941.14EquityIT - Software

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
SBI Equity Hybrid Fund - Direct (G)
77793.99-1.03%2.37%11.36%8.89%14.76%
SBI Equity Hybrid Fund - Direct (IDCW)
77793.99-1.03%2.37%11.36%8.89%14.76%
Bandhan Aggressive Hybrid Fund - Direct (G)
1082.560.39%5.83%14.69%8.13%17.13%
Bandhan Aggressive Hybrid Fund - Direct (IDCW)
1082.560.38%5.81%14.66%8.08%17.08%
ICICI Pru Equity & Debt Fund - Direct (IDCW-A)
44605.001.23%3.32%11.78%6.56%20.60%

List of Schemes under Groww Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Groww Large Cap FundEquityVery High-1.63%2₹130.32
Groww Liquid FundDebtModerately Low7.18%5₹328.12
Groww Short Duration FundDebtModerate9.32%2₹142.50
Groww Value FundEquityVery High1.44%2₹58.71
Groww ELSS Tax Saver FundEquityVery High-0.75%2₹52.69
Groww Dynamic Bond FundDebtModerate7.48%2₹78.24
Groww Aggressive Hybrid FundHybridHigh-0.22%2₹48.17
Groww Overnight FundDebtLow6.23%2₹21.13
Groww Multi Cap FundEquityNA0%0₹0.00
Groww Nifty Total Market Index FundOtherVery High-2.92%0₹319.55
Groww Banking & Financial Services FundEquityVery High8.19%0₹57.13
Groww Nifty Smallcap 250 Index FundOtherVery High-5.41%0₹118.85
Groww Nifty Non-Cyclical Consumer Index FundOtherVery High-1.24%0₹50.80
Groww Nifty EV & New Age Automotive ETF FOFOtherVery High0%0₹143.63
Groww Nifty India Defence ETF FOFOtherVery High0%0₹74.07
Groww Gold ETF FOFOtherHigh0%0₹31.65
Groww Multicap FundEquityVery High0%0₹120.48
Groww Nifty India Railways PSU Index FundOtherVery High0%0₹42.96
Groww Nifty 200 ETF FOFOtherVery High0%0₹4.53
Groww Nifty 500 Momentum 50 ETF FOFOtherVery High0%0₹6.62
Groww Gilt FundDebtModerate0%0₹34.09
Groww Silver ETF FOFOtherVery High0%0₹0.00
Groww Nifty India Internet ETF FOFOtherVery High0%0₹0.00
Groww Nifty 50 Index FundOtherVery High0%0₹0.00
Groww BSE Power ETF FOFOtherVery High0%0₹0.00
Groww Nifty Next 50 Index FundOtherVery High0%0₹0.00

News

  • Groww Mutual Fund announces change in fund manager under its scheme

    Groww Mutual Fund has announced change in fund manager under the following scheme, With effect from 14 July 2025

    Change in Fund Manager:

    Name of the Scheme(s) Existing Fund Manager(s) New Fund Manager(s)
    Groww ELSS Tax Saver Fund Mr. Anupam Tiwari Mr. Paras Matalia

    Powered by Capital Market - Live News

  • Groww MF announces change in benchmark index under its scheme

    Groww Mutual Fund has announced change in the benchmark of Groww ELSS Tax Saver Fund with effect from June 01, 2025

    Change in name of Benchmark of Groww ELSS Tax Saver Fund

    Scheme Name Existing Benchmark New Benchmark
    Groww ELSS Tax Saver Fund As per AMFI Tier I -Benchmark

    BSE 500- TRI

    As per AMFI Tier I -Benchmark

    Nifty 500 - TRI

    Powered by Capital Market - Live News

  • Groww Mutual Fund announces change in Key Personnel

    Groww Mutual Fund has announced that Mr. Paras Devendra Matalia has been appointed as a Fund Manager- Equity on the Board of the Trustee Company with effect from May 26, 2025.

    Details of Mr. Paras Devendra Matalia

    Age: 30

    Designation: Fund Manager- Equity

    Qualification : CA, CFA (US) and B. Com

    Experience : 7

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

22 November 2018

Total AUM (Cr)

₹48.23

Groww Aggressive Hybrid Fund - Regular (IDCW-M) 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 ₹48.23 (Cr), as of 25 August 2025, Groww Aggressive Hybrid Fund - Regular (IDCW-M) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 11.52% since its launch.
The current NAV of Groww Aggressive Hybrid Fund - Regular (IDCW-M) is ₹20.77, as on 25 August 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Groww Aggressive Hybrid Fund - Regular (IDCW-M) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

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 12.69% and 14.58% 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 66.00% in Equity, 27.85% in Debt and 6.15% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 27.85% in Debt, 21.97% in Banks, 8.66% in Cash & Others, 5.50% in Automobiles, 5.18% in IT-Software