Groww Aggressive Hybrid Fund Regular Plan Monthly 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 Index
TER: 3.45% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 51.02 Cr As on 30-06-2026(Source:AMFI)
Turn over: 1.63% | Exit Load: 1% if redeemed/ switched outwithin 7 Days from the date ofallotment, Nil - if redeemed/ switched out after 7 Days from the date of allotment

20.596

9.95%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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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 6 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 9.76
Sharpe Ratio 0.84
Alpha 1.55
Beta 0.85
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 Regular Plan Monthly Income Distribution Cum Capital Withdrawal Option (Payout & Reinvestment. 06-12-2018 -1.08 -0.33 8.27 8.78 -
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 12.81 4.62 14.15 13.35 15.77
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 8.21 5.73 18.23 14.17 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 6.24 8.86 13.68 11.79 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 4.78 4.37 12.72 10.93 10.78
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 4.52 7.24 12.76 11.27 12.04
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.03 4.74 12.73 12.29 12.53
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 3.87 4.95 10.26 10.63 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 3.79 5.53 15.08 16.85 15.09
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 2.64 4.06 10.42 9.64 -

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

0.71%

Others

27.66%

Large Cap

47.03%

Mid Cap

24.6%

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