Groww Aggressive Hybrid Fund Direct Growth

Groww Aggressive Hybrid Fund Direct Growth

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Hybrid
Direct
Aggressive Allocation
NAV: ₹ 21.89 as on 23-05-2024

About the Fund

Groww Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 14 December, 2018. The fund is managed by Kaustubh Sule, Anupam Tiwari. This fund gives you the benefit of diversification.

Key Parameters

  1. Groww Aggressive Hybrid Fund Direct Growth has ₹41 Cr worth of assets under management (AUM) as on Apr 2024 and is less than category average.
  2. The fund has an expense ratio 0.9.
Fund Performance
zero opening, trading, fund transfer fee
176 people have invested ₹ 6.8L in Groww Aggressive Hybrid Fund Direct Growth in the last three months

Overview

Expense ratio
Expense ratio
0.85%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹41 Cr
Inception Date
Inception Date
14 December, 2018
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
74.1%

Groww Aggressive Hybrid Fund Direct Growth Distribution as on (30-Apr-24)

  • Equity 78.9%

  • Debt & Cash 21.1%

Size breakup

Large cap
75%
Mid cap
2.8%
Sector Allocation

Apr'24

Mar'24

Feb'24

Financial Services
36%
Consumer Cyclical
18.2%
Industrial
16.7%
Tech
11.3%
Basic Materials
7.3%
Health
3.4%
Communication
3.3%
Energy
2.6%
Real Estate
1.2%

Top Holdings of Groww Aggressive Hybrid Fund Direct Growth as on (30-Apr-24)

  • Equity

  • Debt & Cash

Equity Holdings39
Debt Holdings4

Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Apr'24
Mar'24
Feb'24
AUM
₹ 41.4 Cr
₹ 40.6 Cr
₹ 39.9 Cr
  • AUM of the fund stands at 41.4 Cr as of Apr'24
  • AUM increased by 0.8 Cr between Apr'24 and Mar'24
Fund Portfolio Changes

Mutual Fund Insights

Insights icon
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 26.72% return, outperforming this fund by 11.71% per annum.
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Over the last 6 months, this fund has experienced a 16.5% growth in AUM moving from 35.51 Cr to 41.37 Cr.
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In the last 3 years, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 24.73% return, outperforming this fund by 8.82% per annum.
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This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.85% which is lower than the category average expense ratio of 1.25%.
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In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 51.94% return, outperforming this fund by 22.57%.

Fund Manager

Kaustubh Sule
Kaustubh Sule
Fund Manager of Groww Aggressive Hybrid Fund Direct Growth, since 11 May 2023
Anupam Tiwari
Anupam Tiwari
Fund Manager of Groww Aggressive Hybrid Fund Direct Growth, since 4 May 2023

Groww Aggressive Hybrid Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 15.16% since inception which is more than its category average return of 12.83%
Fund Allocations

Fund Allocations

This fund has an allocation of 78.94% in Equity, 15.65% in Debt and 5.41% in Cash related instruments
AUM size ₹41 Cr

AUM size ₹41 Cr

This fund has AUM of ₹41 Cr which is less than its category average of ₹ 5149 Cr
Expense Ratio 0.85%

Expense Ratio 0.85%

This fund has an expense ratio of 0.85% which is less than its category average expense ratio of 1.51%

Frequently Asked Questions

The current NAV of Groww Aggressive Hybrid Fund Direct Growth is ₹21.89 as on 23-May-2024.
Existing (Absolute + CAGR) as on 23-May-2024.
Groww Aggressive Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
2.66%
2.66%
6 Month Returns
19.43%
19.43%
1 Year Returns
29.37%
29.37%
3 Years Returns
55.74%
15.91%
5 Years Returns
101.18%
15%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.85% as on April 2024
₹41 Cr as on April 2024
7.18% Govt Stock 2037(10.83%), HDFC Bank Ltd(8.31%), ICICI Bank Ltd(8.22%), Larsen & Toubro Ltd(5.97%), 7.18% Govt Stock 2033(4.83%) as on April 2024
Financial Services(28.42%), Government(15.27%), Consumer Cyclical(14.39%) as on April 2024
AAA
100
Kaustubh Sule, Anupam Tiwari are the fund managers of Groww Aggressive Hybrid Fund Direct Growth
The Exit load of Groww Aggressive Hybrid Fund Direct Growth is 1%