Groww Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
13.76%
3Y annualised
+0.48% 1D
1M
6M
1Y
3Y
All
NAV: 01 Dec 2023₹18.45
Min. SIP amount₹100
RatingNA
Fund size₹34.41Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA9.4%13.8%13.1%
Category averageNA13.7%16.2%NA
Rank with in categoryNA3832NA
Understand terms

Holdings (45)

NameSectorInstrumentAssets
SovereignGOI Sec13.0%
FinancialEquity6.8%
SovereignGOI Sec5.8%
FinancialEquity5.3%
ConstructionEquity4.3%
FinancialEquity3.5%
TechnologyEquity3.2%
FinancialEquity3.1%
ConstructionEquity2.6%
AutomobileEquity2.5%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.85%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Anupam Tiwari
May 2023 - Present
View details

Education
Mr. Tiwari is a Chartered Accountant.
Experience
Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he was associated with Axis Mutual Fund, Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Floor 12 A, Tower 2 A, One World Centre,Jupiter Mills Compound Senapati Bapat Marg, Mumbai 400013
Phone
8050180222
Launch Date
10 Apr 2008
Groww Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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