Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Category: Hybrid: Aggressive
Launch Date: 06-12-2018
AUM:
₹ 50.12 Cr
Expense Ratio
3.82%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF666M01FO4
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Paras Matalia, Mr. Nikhil Satam, Mr. Kaustubh Sule
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) | -2.96 | 8.47 | 8.13 |
| 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
21.1075
Last change
-0.03 (-0.1634%)
Fund Size (AUM)
₹ 50.12 Cr
Performance
10.48% (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
Mr. Paras Matalia, Mr. Nikhil Satam, Mr. Kaustubh Sule
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS 04-MAY-2026 | 12.7 |
| HDFC Bank Limited 2026 | 5.65 |
| 8.1% Aditya Birla Housing Finance Ltd. | 5.01 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.56 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.03 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.6 |
| Net Receivable/Payable | 3.43 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.46 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.39 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.32 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.86 |
| Automobile and Auto Components | 6.38 |
| Healthcare | 5.69 |
| Metals & Mining | 3.86 |
| Information Technology | 3.72 |
| Capital Goods | 3.64 |
| Oil, Gas & Consumable Fuels | 3.6 |
| Consumer Services | 2.94 |
| Telecommunication | 2.46 |
| Fast Moving Consumer Goods | 2.42 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Groww Aggressive Hybrid Reg Qly IDCW | 8.13 |