Groww Nifty Smallcap 250 Index Fund - Dir (IDCW)
Index Fund
- NAV 12.09 (0.76%)
- Fund Size (Cr) ₹91.02
- Expense Ratio 0.45
- Scheme Type Passive Fund
- Value Research
- Minimum investment ₹500
- Minimum Additional Investment ₹500
- Minimum SIP Investment ₹100
- Minimum Withdrawal ₹500
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Exit Load
0.25%
- Return Since Launch 19.94%
Basic Details
Abhishek Jain
Nifty Smallcap 250 TRI
OPEN
Lumpsum Returns
Note: Lumpsum Returns since Inception Date.
SIP Returns
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%.
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News
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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 09-Feb-2024
- Total AUM (Cr) ₹91.02
Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) is an Index Fund-oriented fund from the renowned AMC, Groww Mutual Fund. Launched in Feb 2024, this fund is managed by Abhishek Jain. With assets under management (AUM) worth ₹91.02 (Cr), as of 04-Dec-2024, Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) is categorized as a Index Fund within its segment. The fund has generated a return of 19.94% since its launch.
The current NAV of Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) is ₹12.09, as on 04-Dec-2024. The fund’s benchmark index is Nifty Smallcap 250 TRI. You can invest in Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) 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:
0.25% 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 - 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 99.99% in Equity and 0.01% in cash and cash equivalents
The top 5 sectors the fund invests in are: 9.66% in Capital Markets, 8.80% in Pharmaceuticals & Biotech, 6.88% in Finance, 6.64% in Consumer Durables and 6.35% in Industrial Products.
FAQs on Groww Nifty Smallcap 250 Index Fund - Dir (IDCW)
Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) is a popular fund in the Index Fund segment. The fund has generated a return of 19.94% since inception. Looking to invest in Groww Nifty Smallcap 250 Index Fund - Dir (IDCW)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Groww Nifty Smallcap 250 Index Fund - Dir (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 Nifty Smallcap 250 Index Fund - Dir (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 Nifty Smallcap 250 Index Fund - Dir (IDCW) today and reap the benefits of this Index Fund fund!
In the short term, i.e., 1 year, Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) has generated annualised return of -. In the long-term, the fund has generated - and - in 3 and 5 years respectively. Since its inception, the fund has generated 19.94% returns.
The expense ratio of Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) Direct Growth is 0.45%. 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 Nifty Smallcap 250 Index Fund - Dir (IDCW) is ₹91.02 (Cr) as of 04 December 2024. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of Groww Nifty Smallcap 250 Index Fund - Dir (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 Nifty Smallcap 250 Index Fund - Dir (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 Nifty Smallcap 250 Index Fund - Dir (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 Nifty Smallcap 250 Index Fund - Dir (IDCW). Minimum lumpsum investment Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) is ₹500 and minimum SIP amount is ₹100. 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 Nifty Smallcap 250 Index Fund - Dir (IDCW) is ₹12.09 as on 04 December 2024.
The 5 biggest stock holdings of Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) are:
Multi Comm. Exc. (1.73%), C D S L (1.43%), Glenmark Pharma. (1.33%), Crompton Gr. Con (1.31%), Blue Star (1.26%)
A majority of Groww Nifty Smallcap 250 Index Fund - Dir (IDCW) 's AUM worth ₹91.02 (Cr) is invested in these 3 top sectors:
- Capital Markets: 9.66%
- Pharmaceuticals & Biotech: 8.8%
- Finance: 6.88%