Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option

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: 2.29% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 40.56 Cr As on (31-03-2024)
Turn over: 107% | Exit Load: Exit load of 1%, if redeemed within 7 days.

19.4847

13.15%

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
There is no value for 2x
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 10.0
Sharpe Ratio 0.8
Alpha -0.02
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 (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option 06-12-2018 28.07 16.55 14.87 12.98 -
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 56.16 31.83 24.46 19.61 14.58
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 48.31 23.6 24.23 22.35 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 39.89 23.68 25.96 20.83 17.79
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 37.54 20.34 22.96 24.77 19.07
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 34.95 19.82 19.02 - -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.31 19.04 15.85 13.58 -
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 34.09 17.82 15.37 13.81 14.04
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.98 20.88 20.08 17.08 14.59
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 33.83 20.73 19.97 17.02 14.54

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

4.24%

Others

22.93%

Large Cap

64.82%

Mid Cap

8.02%

Feedback
Notification