Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment.
Category: Hybrid: Aggressive
Launch Date: 06-12-2018
AUM:
₹ 42.04 Cr
Expense Ratio
2.3018%
Benchmark
CRISIL Hybrid 35+65 Aggressive TRI
ISIN
INF666M01FM8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Anupam Tiwari, Kaustubh Sule
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment. | 29.82 | 14.62 | 13.75 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
20.3837
Last change
0.09 (0.4459%)
Fund Size (AUM)
₹ 42.04 Cr
Performance
13.78% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
Fund Manager
Anupam Tiwari, Kaustubh Sule
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 13.22 |
| 7.18% GOI 24/07/2037 | 10.8 |
| Larsen & Toubro Ltd. | 8.41 |
| HDFC Bank Ltd. | 8.24 |
| ICICI Bank Ltd. | 7.88 |
| Mahindra & Mahindra Ltd. | 3.58 |
| Nifty 50% 27/06/2024 | 3.24 |
| Axis Bank Ltd. | 2.75 |
| Bharti Airtel Ltd. | 2.61 |
| State Bank of India | 2.45 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 30.61 |
| Sovereign | 10.8 |
| Automobile | 9.8 |
| Construction | 9.25 |
| Others | 8.63 |
| Capital Goods | 6.86 |
| Technology | 5.17 |
| Services | 4.94 |
| Materials | 3.41 |
| Consumer Staples | 2.93 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Groww Aggressive Hybrid Reg Mly IDCW | 13.75 |
| JM Aggressive Hybrid Gr | 24.04 |
| Bank of India Mid & Small Cap Equity & Debt Reg Gr | 24.55 |
| Quant Absolute Fund Gr | 25.46 |
| ICICI Pru Equity & Debt Gr | 21.16 |
| Invesco India Aggressive Hybrid Reg Gr | 14.94 |
| HSBC Aggressive Hybrid Fund Reg Gr | 14.95 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.82 |
| Edelweiss Aggr Hybrid Reg Gr | 17.75 |