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:
₹ 48.75 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. | 2.69 | 12.51 | 13.98 |
| 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
21.1643
Last change
-0.06 (-0.2977%)
Fund Size (AUM)
₹ 48.75 Cr
Performance
11.52% (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 | 10.34 |
| CCIL | 9.7 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.74 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.12 |
| Net Receivable/Payable | 6.11 |
| 6.9% GOI 15-Apr-2065 | 5.87 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.95 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.82 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.99 |
| Bajaj Finance Limited | 2.82 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.08 |
| Automobile and Auto Components | 5.43 |
| Construction | 4.95 |
| Consumer Services | 4.18 |
| Telecommunication | 3.82 |
| Healthcare | 3.7 |
| Information Technology | 2.97 |
| Capital Goods | 2.61 |
| Power | 2.43 |
| Metals & Mining | 2.19 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Groww Aggressive Hybrid Reg Mly IDCW | 13.98 |
| SBI Equity Hybrid Reg Gr | 16.85 |
| ICICI Pru Equity & Debt Gr | 26.13 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.81 |
| PGIM India Aggr Hybrid Equity Fund Gr | 13.58 |
| HSBC Aggressive Hybrid Fund Reg Gr | 15.84 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19.61 |
| HDFC Hybrid Equity Gr | 17.03 |
| Edelweiss Aggr Hybrid Reg Gr | 19.61 |
| Edelweiss Aggr Hybrid Plan B Gr | 19.67 |