Hybrid
Direct
Aggressive Allocation
NAV as on 06-12-2024
₹ 23.32
Inception Returns
15.2%
/yr
Groww Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 14 December, 2018. The fund is managed by Anupam Tiwari, Kaustubh Sule. This fund gives you the benefit of diversification.
Groww Aggressive Hybrid Fund Direct Growth has given a CAGR return of 15.17% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 23.32%, 15.08% and 15.85% respectively.
Groww Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Industrial, Tech, Consumer Cyclical, Consumer Defensive, Basic Materials, Utilities, Communication, Energy, Health, Corporate.
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Groww Aggressive Hybrid Fund Direct Growth has no lock in period.
Expense ratio | 0.85% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹46 Cr |
Inception Date | 14 December, 2018 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 107.09% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
as on (06-Dec-24)
as on (31-Oct-24)
Top 3 Sectors in October were Government, Financial Services & Industrial
Groww Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.14% | 1.14% |
6 Month Returns | 6.81% | 6.81% |
1 Year Returns | 23.32% | 23.32% |
3 Years Returns | 52.39% | 15.08% |
5 Years Returns | 108.68% | 15.85% |
AAA | 100 |