Home Mf Research Groww Aggressive Hybrid Fund Regular Plan Growth

Groww Aggressive Hybrid Fund - Regular Plan - Growth

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  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
Fund info
NAV (as on 2025-07-18)
20.68 -0.28%
AUM (Fund Size)
N/A
Expense Ratio
2.30%
Exit load
{"within_7_days":"1%","after_7_days":"Nil"}
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 2025-07-11 ₹1,000.00 ₹998.20
-0.18 %
Two Week 2025-07-03 ₹1,000.00 ₹992.40
-0.76 %
One Month 2025-06-18 ₹1,000.00 ₹1,009.80
0.98 %
Three Months 2025-04-21 ₹3,000.00 ₹3,048.16
1.61 %
Six Months 2025-01-20 ₹6,000.00 ₹6,267.48
4.46 %
One Year 2024-07-18 ₹12,000.00 ₹12,294.46
2.45 %
Three Year 2022-07-19 ₹36,000.00 ₹42,978.97
19.39 %
Five Year 2020-07-20 ₹60,000.00 ₹80,973.41
34.96 %
Since Inception 2018-12-13 ₹81,000.00 ₹122,440.10
51.16 %

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 - Regular Plan - Growth

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 - Regular Plan - Growth

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 N/A
Beta N/A
Sharpe Ratio N/A
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
1 Year 2 Month Experience
Mr. Anupam Tiwari
1 Year 2 Month Experience

Exit load

{"within_7_days":"1%","after_7_days":"Nil"}

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