• Home
  • MF Research
  • Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment.

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment.

arrow-down
NAV
₹ 20.477 ₹ -0.05 (-0.25 %)
as on 17-06-2025
Asset Size (AUM)
46.86 Cr
Launch Date
Dec 06, 2018
Investment Objective
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Dec 06, 2018
arrow-up

11.61

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.84 %
Expense Ratio
2.38%
Volatility
9.76 %
Fund House
Groww Mutual Fund
Fund Manager
Anupam Tiwari, Kaustubh Sule
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
1% if redeemed/ switched outwithin 7 Days from the date ofallotment, Nil - if redeemed/ switched out after 7 Days from the date of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsDebtMutual FundsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 10046
FD₹ 10600
Performance

Scheme Performance (%)

Data as on - 17-06-2025
Created with Highcharts 4.1.4ReturnsGroww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment.AK Hybrid Aggressive TRIHybrid: AggressiveYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesGroww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment.AK Hybrid Aggressive TRIHybrid: Aggressive2016201720182019202020212022202320242025-30-20-1001020304050
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund110,000111,3651,3652.52
Benchmark110,000114,0224,0227.49
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment. 06-12-2018 0.46 14.08 15.83 16.77 0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.0 17.84 18.89 20.52 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.55 17.96 17.66 18.47 12.42
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 11.53 19.23 20.76 19.27 12.96
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.17 22.68 22.94 26.38 15.79
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
N/A30.88
Financial Services29.59
Information Technology8.38
Automobile and Auto Components7.31
Healthcare4.79
Construction3.65
Telecommunication3.07
Power2.61
Consumer Services2.6
Capital Goods2.49
Consumer Durables2.33
Construction Materials1.84
Metals & Mining0.46
Portfolio Holdings
CompanyHoldings (%)
7.34% GOI 2064 (22-APR-2064)11.35
7.09% Government of India11.02
HDFC BANK LIMITED EQ NEW FV RE. 1/-9.29
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.55
INFOSYS LIMITED EQ FV RS 55.35
Groww Mutual Fund3.92
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.65
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.07
COFORGE LIMITED EQ3.03
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.92
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-2.69
Net Receivable/Payable2.61
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.61
POWER FINANCE CORPORATION LTD. EQ2.4
TITAN COMPANY LIMITED EQ NEW Re.1/-2.33
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-2.31
STATE BANK OF INDIA EQ NEW RE. 1/-2.04
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-2.01
AVENUE SUPERMARTS LIMITED EQ1.85
NTPC LIMITED EQ1.68
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-1.25
MARUTI SUZUKI INDIA LIMITED EQ1.08
ULTRATECH CEMENT LIMITED EQ1.08
8.3% Cholamandalam Invest & Finance Co Ltd 09-SEP-20261.08
AXIS BANK LIMITED EQ NE FV RS. 2/-1
CUMMINS INDIA LIMITED EQ FV RS.20.99
CIPLA LIMITED EQ NEW FV RS.2/-0.97
NTPC GREEN ENERGY LIMITED EQ0.93
GE T&D INDIA LIMITED EQ NEW RS. 2/-0.92
Reliance Industries Limited 26/06/20250.91
JB Chemicals & Pharmaceuticals Limited0.89
HERO MOTOCORP LIMITED EQ FV RS 20.77
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-0.76
BUNDL TECHNOLOGIES PRIVATE LIMITED EQ0.75
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-0.7
YATHARTH HOSPITAL & TRAUMA CARE SERVICES LIMITED EQ0.62
Hyundai Motor India Ltd0.59
Hindustan Aeronautics Ltd0.58
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-0.46
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesInformation TechnologyAutomobile and Auto ComponentsHealthcareConstructionTelecommunicationPowerConsumer ServicesCapital GoodsOthers
Portfolio Holdings
Created with Highcharts 4.1.47.34% GOI 2064 (22-APR-2064)7.09% Government of IndiaHDFC BANK LIMITED EQ NEW FV RE. 1/-ICICI BANK LIMITED EQ NEW FV RS. 2/-INFOSYS LIMITED EQ FV RS 5Groww Mutual FundLARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-COFORGE LIMITED EQOthers