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Groww Aggressive Hybrid Fund(Q-IDCW)

IDCW
HybridAggressive Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 46 Cr
Very High RiskPrinciple investment will be at very high risk
22.060.13% (-0.03)

Price Chart

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Returns
0.00%
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HybridAggressive Hybrid Fund
Small-size FundAssets Under Mgmt: ₹ 46 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8529.660.98
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4343.491.29

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 7D Nil after 7D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Groww Aggressive Hybrid Fund(Q-IDCW)15.85%13.52%14.01%
SBI Equity Hybrid Fund(IDCW-Payout)17.21%12.28%11.05%
ICICI Pru Equity & Debt Fund(H-IDCW)10.93%11.57%11.13%
HDFC Hybrid Equity Fund(IDCW)9.10%7.68%3.29%

Price Comparison

Compare Groww Aggressive Hybrid Fund(Q-IDCW) with any MF, ETF, stock or index
Compare Groww Aggressive Hybrid Fund(Q-IDCW) with any MF, ETF, stock or index
Groww Aggressive Hybrid Fund(Q-IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
DepositsMutual FundsGovernment SecuritiesCash & EquivalentsEquity0.65%0.70%11.28%17.39%69.96%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+17 morePublic BanksConstruction & EngineeringG-SecOthersPrivate Banks41.56 %8.41 %8.57 %11.28 %11.67 %18.50 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2418.91%19.56%21.87%22.44%22.79%18.50%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.36 %

    Holdings

    8.26 %

    0.36 %
  • Larsen and Toubro Ltd
    LT
    3M change : 0.54 %

    Holdings

    6.57 %

    0.54 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -2.20 %

    Holdings

    6.08 %

    -2.20 %

AMC Profile

Groww Mutual Fund is sponsored by Nextbillion Technology Pvt. Limited (NBT). NBT is a SEBI registered Stock Broker, Depository Participant, Research Analyst & AMFI registered Mutual Fund Distributor..

  • No.of Schemes

    16

  • Total AUM

    ₹ 1,156.26 Cr.

Fund Manager Profile

Anupam Tiwari

AUM:  ₹317.67 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7yrs

Kaustubh Sule

AUM:  ₹337.56 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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