Home Mf Research Groww Aggressive Hybrid Fund

Groww Aggressive Hybrid Fund

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  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
Fund info
NAV (as on 2026-04-28)
₹20.24 -0.29%
AUM (Fund Size)
N/A
Expense Ratio
2.30%
Exit load
Exit load of 100.00% if redeemed within 7 days. No exit load after 7 days.
Risk
N/A
AMC
GROWW MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-04-21 ₹1,000.00 ₹988.01
-1.20 %
Two Week 2026-04-13 ₹1,000.00 ₹1,007.36
0.74 %
One Month 2026-03-30 ₹1,000.00 ₹1,066.87
6.69 %
Three Months 2026-01-28 ₹3,000.00 ₹3,012.21
0.41 %
Six Months 2025-10-30 ₹6,000.00 ₹5,871.28
-2.15 %
One Year 2025-04-28 ₹12,000.00 ₹11,743.37
-2.14 %
Three Year 2023-05-02 ₹36,000.00 ₹38,246.53
6.24 %
Five Year 2021-04-29 ₹60,000.00 ₹72,333.99
20.56 %
Since Inception 2018-12-13 ₹90,000.00 ₹128,625.54
42.92 %

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
20%
Construction
6%
Telecom - Services
4%
IT - Software
5%
Transport Services
3%
Cement & Cement Products
2%
SOV
16%
Corporate Bond
1%
Commercial Paper
0%
Mutual Fund Units
0%
Fixed Deposit
0%
Tri Party Repo (TREPs)
4%

Companies Holding in Groww Aggressive Hybrid Fund

ICICI Bank Limited
8.00%
HDFC Bank Limited
6.40%
Larsen & Toubro Limited
6.36%
Bharti Airtel Limited
4.00%
Axis Bank Limited
3.73%
Tata Consultancy Services Limited
3.30%
Interglobal Aviation Limited
3.06%
State Bank Of India
3.05%
Infosys Limited
2.32%
UltraTech Cement Limited
2.21%
GOI - 24-Jul-2037
10.30%
GOI - 23-OCT-2028
6.88%
Power Grid Corporation Of India Limited
1.13%
Standard Chartered Capital Ltd
0.67%
Groww Mutual Fund
0.71%
HDFC Bank Limited (Fixed Deposit)
0.68%
TREPS/Reverse Repo/Net Current Assets
4.27%

Risk Ratios

Std. Deviation 2.8924
Beta 1.05
Sharpe Ratio 1.23
Lock In Period N/A
Residual Maturity N/A

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.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.30
Expense Ratio Direct
0.85
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Kaustubh Sule
over 17 years Experience
Mr. Anupam Tiwari
over 18 years Experience
Kaustubh Sule
Experience
Abhishek Jain
Experience
Wilfred Gonsalves
Experience
Nikhil Satam
Experience

Exit Load

Exit load of 100.00% if redeemed within 7 days .
No exit load after 7 days.

FAQs

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