Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment.
Category: Hybrid: Aggressive
Launch Date: 06-12-2018
AUM:
₹ 50.02 Cr
Expense Ratio
2.38%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF666M01FM8
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Anupam Tiwari, Kaustubh Sule
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment. | 5.67 | 11.67 | 12.53 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
21.181
Last change
-0.04 (-0.1855%)
Fund Size (AUM)
₹ 50.02 Cr
Performance
11.43% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
Fund Manager
Anupam Tiwari, Kaustubh Sule
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.34% GOI - 22-Apr-2064 | 10.03 |
| CCIL | 9.39 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.85 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.86 |
| 6.9% GOI 15-Apr-2065 | 5.69 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 5.32 |
| Net Receivable/Payable | 4.9 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.07 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.91 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.13 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.34 |
| Automobile and Auto Components | 7.91 |
| Construction | 5.32 |
| Telecommunication | 4.07 |
| Oil, Gas & Consumable Fuels | 3.91 |
| Information Technology | 3.06 |
| Capital Goods | 2.72 |
| Healthcare | 2.71 |
| Consumer Services | 2.44 |
| Metals & Mining | 2.01 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Groww Aggressive Hybrid Reg Mly IDCW | 12.53 |
| SBI Equity Hybrid Reg Gr | 15.63 |
| ICICI Pru Equity & Debt Gr | 24.7 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.03 |
| Mirae Asset Aggressive Hybrid Reg Gr | 14.71 |
| PGIM India Aggr Hybrid Equity Fund Gr | 12.48 |
| Edelweiss Aggr Hybrid Plan B Gr | 18.47 |
| Edelweiss Aggr Hybrid Reg Gr | 18.41 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 18.7 |
| Union Aggressive Hybrid Reg Gr | 0.0 |