Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Fund House: Groww Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 06-12-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 2.3018% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 41.37 Cr As on (30-04-2024)
Turn over: 107% | Exit Load: Exit load of 1%, if redeemed within 7 days.

20.545

14.17%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 2 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 06-12-2018 26.08 19.63 14.54 14.71 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 56.22 35.64 24.18 20.36 13.96
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 47.71 28.7 23.98 23.37 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 37.89 26.45 24.37 21.29 17.21
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 36.73 24.38 20.34 25.52 18.43
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.12 24.09 19.69 17.62 13.91
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 32.02 22.74 16.12 14.31 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 31.99 23.93 19.58 17.56 13.87
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 31.81 22.27 15.3 14.56 13.55
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 31.79 22.99 18.42 - -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.44%

Others

21.07%

Large Cap

64.76%

Mid Cap

9.71%

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