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:
₹ 46.86 Cr
Expense Ratio
2.38%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF666M01FM8
Minimum Investment
500.0
Minimum Topup
500.0
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. | 0.71 | 15.68 | 16.74 |
| 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
20.5288
Last change
0.14 (0.6937%)
Fund Size (AUM)
₹ 46.86 Cr
Performance
11.66% (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 (%) |
|---|---|
| 7.34% GOI 2064 (22-APR-2064) | 11.35 |
| 7.09% Government of India | 11.02 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.29 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.55 |
| INFOSYS LIMITED EQ FV RS 5 | 5.35 |
| Groww Mutual Fund | 3.92 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.65 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.07 |
| COFORGE LIMITED EQ | 3.03 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 30.88 |
| Financial Services | 29.59 |
| Information Technology | 8.38 |
| Automobile and Auto Components | 7.31 |
| Healthcare | 4.79 |
| Construction | 3.65 |
| Telecommunication | 3.07 |
| Power | 2.61 |
| Consumer Services | 2.6 |
| Capital Goods | 2.49 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Groww Aggressive Hybrid Reg Mly IDCW | 16.74 |
| Bandhan Aggr Hyb Fund Reg Gr | 20.62 |
| DSP Aggressive Hybrid Fund Reg Gr | 19.38 |
| SBI Equity Hybrid Reg Gr | 18.5 |
| ICICI Pru Equity & Debt Gr | 26.49 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 22.14 |
| Edelweiss Aggr Hybrid Reg Gr | 21.84 |
| Edelweiss Aggr Hybrid Plan B Gr | 21.91 |
| UTI Aggressive Hybrid Fund Reg Gr | 22.53 |
| Axis Aggressive Hybrid Reg Gr | 15.61 |