Home Mf Research Groww Aggressive Hybrid Fund

Groww Aggressive Hybrid Fund

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  • 3M
  • 6M
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  • 3Y
  • 5Y
  • SI
Fund info
NAV (as on 2026-09-11)
₹20.44 -0.18%
AUM (Fund Size)
52.26 Cr
Expense Ratio
N/A
Exit load
Exit load of 100.00% if redeemed within 7 days.
Risk
Very High
AMC
GROWW MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-09-04 ₹1,000.00 ₹988.78
-1.12 %
Two Week 2026-08-27 ₹1,000.00 ₹980.80
-1.92 %
One Month 2026-08-12 ₹1,000.00 ₹977.96
-2.20 %
Three Months 2026-06-15 ₹3,000.00 ₹2,985.95
-0.47 %
Six Months 2026-03-16 ₹6,000.00 ₹6,045.05
0.75 %
One Year 2025-09-11 ₹12,000.00 ₹11,882.89
-0.98 %
Three Year 2023-09-12 ₹36,000.00 ₹37,447.20
4.02 %
Five Year 2021-09-13 ₹60,000.00 ₹70,356.92
17.26 %
Since Inception 2018-12-13 ₹95,000.00 ₹134,850.61
41.95 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Groww Aggressive Hybrid Fund

Banks
18.26%
Other
15.97%
CRISIL A1+
5.51%
IT - Software
4.31%
Automobiles
4.27%
Finance
4.02%
Petroleum Products
3.62%
Telecom - Services
3.07%
Pharmaceuticals & Biotechnology
2.91%
Ferrous Metals
2.62%
Consumer Durables
2.38%
ICRA A1+
2.2%
Retailing
2.09%
Auto Components
1.92%
Non - Ferrous Metals
1.88%
Capital Markets
1.85%
Construction
1.81%
Diversified FMCG
1.77%
Cement & Cement Products
1.74%
Agricultural Food & Other Products
1.69%
Financial Technology (Fintech)
1.58%
Healthcare Services
1.3%
Chemicals & Petrochemicals
1.19%
Insurance
1.17%
Power
1.06%
Transport Infrastructure
1%
ICRA AA+
0.96%
Leisure Services
0.91%
Electrical Equipment
0.78%
Beverages
0.64%
Diversified Metals
0.64%
Personal Products
0.59%
Agricultural, Commercial & Construction Vehicles
0.58%
Minerals & Mining
0.58%
Aerospace & Defense
0.56%
Fertilizers & Agrochemicals
0.56%
Realty
0.54%
Food Products
0.51%
Metals & Minerals Trading
0.47%
Industrial Products
0.46%
Oil
0.03%

Companies Holding in Groww Aggressive Hybrid Fund

HDFC Bank Limited
4.6042%
ICICI Bank Limited
4.1366%
Reliance Industries Limited
3.6195%
Bharti Airtel Limited
2.3817%
Larsen & Toubro Limited
1.8089%
State Bank Of India
1.7831%
Infosys Limited
1.6285%
Axis Bank Limited
1.5539%
The Federal Bank Limited
1.3312%
Bajaj Finance Limited
1.2449%
Mahindra & Mahindra Limited
1.218%
Multi Commodity Exchange Of India Ltd.
1.1158%
Kotak Mahindra Bank Limited
1.107%
Hero MotoCorp Limited
1.1007%
Tata Consultancy Services Limited
1.0583%
ITC Limited
1.0103%
IndusInd Bank Limited
1.0022%
Laurus Labs Limited
0.9852%
Dixon Technologies (India) Limited
0.9704%
Tata Consumer Products Limited
0.9459%
Bharat Forge Limited
0.9286%
PERSISTENT SYSTEMS LTD
0.9216%
The Indian Hotels Company Limited
0.9133%
AU Small Finance Bank Limited
0.9096%
Titan Company Limited
0.8741%
One 97 Communications Limited
0.8416%
Eternal Limited
0.8339%
Tata Steel Limited
0.8282%
Maruti Suzuki India Limited
0.8007%
Hindalco Industries Limited
0.7986%
Sun Pharmaceutical Industries Limited
0.7934%
Suzlon Energy Limited
0.7776%
IDFC First Bank Limited
0.7775%
Hindustan Unilever Limited
0.7611%
Marico Limited
0.7412%
PB Fintech Limited
0.7367%
BSE Ltd
0.7333%
Coforge Limited
0.7044%
Adani Port & Special Economic Zone Ltd
0.6869%
Indus Towers Limited
0.6837%
Max Healthcare Institute Limited
0.6835%
JSW Steel Limited
0.677%
National Aluminium Company Limited
0.6565%
UltraTech Cement Limited
0.6514%
United Spirits Limited
0.6428%
Vedanta Limited
0.637%
Info Edge (India) Limited
0.6326%
FSN E-Commerce Ventures Limited
0.6256%
Shriram Finance Limited
0.6251%
REC Limited
0.6217%
Aurobindo Pharma Limited
0.6198%
Fortis Healthcare Limited
0.615%
Max Financial Services Limited
0.6098%
Navin Fluorine International Limited
0.6053%
Grasim Industries Limited
0.6004%
NTPC Limited
0.5957%
Bajaj Auto Limited
0.5952%
Godrej Consumer Products Limited
0.5946%
SRF Limited
0.5841%
Ashok Leyland Limited
0.5835%
NMDC Limited
0.5807%
Bharat Electronics Limited
0.5642%
UPL Limited
0.5633%
ICICI Lombard General Insurance Company
0.5552%
Eicher Motors Limited
0.5516%
Sona BLW Precision Forgings Limited
0.5481%
Jindal Steel Limited
0.5425%
Steel Authority Of India Limited
0.5391%
The Phoenix Mills Limited
0.5358%
Yes Bank Ltd
0.5352%
Asian Paints Limited
0.532%
Bajaj Holdings & Investment.Ltd
0.5209%
Punjab National Bank
0.5199%
Nestle India Limited
0.5104%
Glenmark Pharmaceuticals Limited
0.5091%
Sundaram Finance Limited
0.5035%
Aditya Birla Capital Limited
0.5001%
Shree Cement Limited
0.4886%
Adani Enterprises Limited
0.4734%
APL Apollo Tubes Limited
0.4637%
TUBE INVESTMENTS OF INDIA LTD
0.4472%
Power Grid Corporation Of India Limited
0.4274%
Vedanta Aluminium Metal Limited
0.4259%
GMR Airports Limited
0.3149%
Vedanta Oil & Gas Limited
0.0333%
Vedanta Power Limited
0.0324%
Vedanta Iron And Steel Limited
0.0303%
8.3% Cholamandalam Invest & Finance Co Ltd 09-SEP-2026
0.9579%
Union Bank Of India 15-MAR-2027
2.2018%
HDFC Bank Limited 11-SEP-2026
5.5094%
TREPS 03-AUG-2026
11.8985%
Net Receivable/Payable
4.0749%

Risk Ratios

Std. Deviation 3.2816%
Beta 1.10
Sharpe Ratio 0.90
Lock In Period N/A
Residual Maturity 0.11 Years

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme Objective

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

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
CRISIL Hybrid 35+65 - Aggressive
Fund managers
Paras Matalia
8 Years Experience
Kaustubh Sule
18 Years Experience
Nikhil Satam
11 Years Experience
Wilfred Gonsalves
7 Years Experience

Exit Load

Exit load of 100.00% if redeemed within 7 days .

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