Groww Nifty Smallcap 250 Index Fund Direct Growth is an equity fund. This fund was started on 1 March, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Groww Nifty Smallcap 250 Index Fund Direct Growth has given a CAGR return of 16.04% since inception.
Groww Nifty Smallcap 250 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Basic Materials, Consumer Cyclical, Health, Tech, Consumer Defensive, Communication, Real Estate, Utilities, Energy. Its top holdings are Crompton Greaves Consumer Electricals Ltd, Exide Industries Ltd, Central Depository Services (India) Ltd, Blue Star Ltd, Amara Raja Energy & Mobility Ltd
As it is a index funds mutual fund the taxation is as follows: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 benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Total Return Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Groww Nifty Smallcap 250 Index Fund Direct Growth has no lock in period.
Expense ratio | 0.4% |
Benchmark | Nifty Smallcap 250 |
AUM | ₹65 Cr |
Inception Date | 1 March, 2024 |
Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 0% |
Risk | Very High Risk |
Groww Nifty Smallcap 250 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.87% | 2.87% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Groww Nifty Smallcap 250 Index Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Groww Nifty Smallcap 250 Index Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Groww Nifty Smallcap 250 Index Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Groww Nifty Smallcap 250 Index Fund Direct Growth | - | - | - |