Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl

Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl

Compare
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 19.96 as on 18-04-2024
Fund Performance
zero opening, trading, fund transfer fee
3 people have invested ₹ 54K in Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl in the last three months

About the Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl

Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl 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.

Key Parameters

  1. Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl has ₹41 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
  2. The fund has an expense ratio 0.9.

Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl 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 Half Yearly Payout Inc Dist cum Cap Wdrl Distribution as on (31-Mar-24)

  • Equity 77.1%

  • Debt & Cash 22.9%

Size breakup

Large cap
65.9%
Mid cap
7.3%
Small cap
2.9%
Sector Allocation

Mar'24

Feb'24

Jan'24

Financial Services
35.7%
Consumer Cyclical
18.2%
Industrial
16.7%
Tech
12.1%
Basic Materials
6%
Health
3.7%
Communication
3.2%
Energy
2.7%
Real Estate
1.7%

Top Holdings of Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl as on (31-Mar-24)

  • Equity

  • Debt & Cash

Equity Holdings38
Debt Holdings4

Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 40.6 Cr
₹ 39.9 Cr
₹ 39 Cr
  • AUM of the fund stands at 40.6 Cr as of Mar'24
  • AUM increased by 0.7 Cr between Mar'24 and Feb'24
Fund Portfolio Changes

Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl Fund Manager

Anupam Tiwari
Anupam Tiwari
Fund Manager of Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl, since 4 May 2023
Kaustubh Sule
Kaustubh Sule
Fund Manager of Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl, since 11 May 2023

Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl 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 20.23% since inception which is more than its category average return of 12.57%
Fund Allocations

Fund Allocations

This fund has an allocation of 77.07% in Equity, 16.15% in Debt and 6.77% 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 ₹ 5010 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 1.5%

Frequently Asked Questions

The current NAV of Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl is ₹19.96 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl
Absolute Returns
CAGR Returns
1 Month Returns
1.99%
1.99%
6 Month Returns
16.66%
16.66%
1 Year Returns
27.73%
27.73%
3 Years Returns
53.47%
15.35%
5 Years Returns
0%
0%
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 March 2024
₹41 Cr as on March 2024
7.18% Govt Stock 2037(11.18%), HDFC Bank Ltd(8.07%), ICICI Bank Ltd(7.97%), Larsen & Toubro Ltd(6.38%), 7.18% Govt Stock 2033(4.97%) as on March 2024
Financial Services(27.49%), Government(15.75%), Consumer Cyclical(14.07%) as on March 2024
AAA
100
Anupam Tiwari, Kaustubh Sule are the fund managers of Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl
The Exit load of Groww Aggressive Hybrid Fund Direct Half Yearly Payout Inc Dist cum Cap Wdrl is 1%