Groww Aggressive Hybrid Fund Direct Quarterly Payout Inc Dist cum Cap Wdrl

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

1. Groww Aggressive Hybrid Fund Direct Quarterly Payout Inc Dist cum Cap Wdrl has ₹47 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.4.
   

Groww Aggressive Hybrid Fund Direct Quarterly Payout Inc Dist cum Cap Wdrl has given a CAGR return of 13.54% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.86%, 17.28% and 17.95% respectively.

Groww Aggressive Hybrid Fund Direct Quarterly Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Consumer Cyclical, Tech, Industrial, Health, Corporate, Communication, Utilities, Basic Materials, Consumer Defensive.

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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains 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 500.00 and for SIP is INR 500.00. Groww Aggressive Hybrid Fund Direct Quarterly Payout Inc Dist cum Cap Wdrl has no lock in period.