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

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NAV
₹ 20.4226 ₹ 0.13 (0.62 %)
as on 23-05-2025
Asset Size (AUM)
45.61 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 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Dec 06, 2018
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11.69

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.84 %
Expense Ratio
2.3%
Volatility
9.76 %
Fund House
Groww Mutual Fund
Fund Manager
Anupam Tiwari, Kaustubh Sule
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

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₹ 10262
FD₹ 10600
Performance

Scheme Performance (%)

Data as on - 23-05-2025
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
Fund120,000121,2591,2592.29
Benchmark120,000123,3083,3086.09
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 2.62 15.23 14.17 18.1 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.3 21.67 19.17 20.78 12.79
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.48 18.76 16.51 21.45 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.46 19.06 15.53 19.47 11.9
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.58 22.3 19.36 23.24 0.0
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Financial Services35.54
N/A31.44
Automobile and Auto Components6.66
Information Technology5.31
Healthcare5.13
Telecommunication3.17
Consumer Durables2.28
Capital Goods2.11
Consumer Services2
Power2
Construction1.98
Construction Materials1.92
Metals & Mining0.46
Portfolio Holdings
CompanyHoldings (%)
7.34% GOI - 22-Apr-206411.75
7.09% GOI 05-AUG-205411.39
HDFC BANK LIMITED EQ NEW FV RE. 1/-9.46
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.66
STATE BANK OF INDIA EQ NEW RE. 1/-5.7
Groww Liquid Fund - Dir Plan Growth Opt4.01
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.17
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.95
COFORGE LIMITED EQ2.66
INFOSYS LIMITED EQ FV RS 52.65
Infosys Limited 29/05/20252.64
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-2.6
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-2.59
POWER FINANCE CORPORATION LTD. EQ2.48
BANK OF BARODA EQ NEW FV RS. 2/-2.46
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.33
TITAN COMPANY LIMITED EQ NEW Re.1/-2.28
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-2.2
AVENUE SUPERMARTS LIMITED EQ2
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-1.98
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-1.49
Larsen & Toubro Limited 29/05/20251.43
ULTRATECH CEMENT LIMITED EQ1.16
NTPC LIMITED EQ1.13
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-1.12
8.3% Cholamandalam Invest & Finance Co Ltd 09-SEP-20261.11
MARUTI SUZUKI INDIA LIMITED EQ1.1
CIPLA LIMITED EQ NEW FV RS.2/-1.05
CCIL1.01
Reliance Industries Limited 26/06/20250.93
CUMMINS INDIA LIMITED EQ FV RS.20.91
JB Chemicals & Pharmaceuticals Limited0.88
NTPC GREEN ENERGY LIMITED EQ0.87
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-0.76
NTPC Limited 29/05/20250.7
GE T&D INDIA LIMITED EQ NEW RS. 2/-0.66
BSE LIMITED EQ NEW FV RS. 2/-0.65
YATHARTH HOSPITAL & TRAUMA CARE SERVICES LIMITED EQ0.61
Hindustan Aeronautics Ltd0.54
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-0.46
Net Receivable/Payable-3.51
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesAutomobile and Auto ComponentsInformation TechnologyHealthcareTelecommunicationConsumer DurablesCapital GoodsConsumer ServicesPowerOthers
Portfolio Holdings
Created with Highcharts 4.1.47.34% GOI - 22-Apr-20647.09% GOI 05-AUG-2054HDFC BANK LIMITED EQ NEW FV RE. 1/-ICICI BANK LIMITED EQ NEW FV RS. 2/-STATE BANK OF INDIA EQ NEW RE. 1/-Groww Liquid Fund - Dir Plan Growth OptBHARTI AIRTEL LIMITED EQ NEW FV RS 5/-MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5COFORGE LIMITED EQOthers