Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Category: Hybrid: Aggressive
Launch Date: 06-12-2018
AUM:
₹ 48.23 Cr
Expense Ratio
2.38%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF666M01FO4
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- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) | 0.27 | 12.69 | 15.92 |
| 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
22.0045
Last change
-0.08 (-0.3777%)
Fund Size (AUM)
₹ 48.23 Cr
Performance
12.48% (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 2064 (22-APR-2064) | 10.68 |
| CCIL | 10.06 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.38 |
| Net Receivable/Payable | 8.66 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.91 |
| 6.90% GOI 15-Apr-2065 | 6.07 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.51 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.08 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.05 |
| INFOSYS LIMITED EQ FV RS 5 | 2.83 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.12 |
| Automobile and Auto Components | 6.65 |
| Information Technology | 5.18 |
| Healthcare | 4.2 |
| Construction | 3.51 |
| Consumer Services | 3.09 |
| Telecommunication | 3.08 |
| Power | 2.48 |
| Capital Goods | 2.14 |
| Consumer Durables | 2.14 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Groww Aggressive Hybrid Reg Qly IDCW | 15.92 |
| SBI Equity Hybrid Reg Gr | 16.15 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.98 |
| ICICI Pru Equity & Debt Gr | 24.19 |
| PGIM India Aggr Hybrid Equity Fund Gr | 14.06 |
| DSP Aggressive Hybrid Fund Reg Gr | 16.85 |
| Invesco India Aggressive Hybrid Reg Gr | 16.08 |
| Edelweiss Aggr Hybrid Plan B Gr | 19.57 |
| Edelweiss Aggr Hybrid Reg Gr | 19.51 |
| Nippon India Aggressive Hybrid Fund Gr Plan | 18.88 |