Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Direct Growth

Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Direct Growth is an equity fund. This fund was started on 19 June, 2026. The fund is managed by Shashi Kumar, Nikhil Satam, Aakash Chauhan. The fund could potentially beat inflation in the long-run.

1. Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund has ₹9 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
2. The fund has an expense ratio 2.7.
   

Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund has given a CAGR return of 5.80% since inception.

Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund has allocated its funds majorly in Financial Services, Industrial, Basic Materials, Health, Consumer Cyclical, Tech, Energy, Consumer Defensive, Communication, Real Estate, Utilities. Its top holdings are Sona BLW Precision Forgings Ltd, Karur Vysya Bank Ltd, Anand Rathi Wealth Ltd, Navin Fluorine International Ltd, Welspun Corp 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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to generate long-term capital growth by investing in securities of the Nifty Smallcap 250 Momentum Quality 100 Index in the same proportion/weightage with an aim to provide returns before expenses that track the total return of Nifty Smallcap 250 Momentum Quality 100 Index, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund has no lock in period.