Groww Aggressive Hybrid Fund Direct Growth

Groww Aggressive Hybrid Fund Direct Growth

NAV as on 15-04-2025

₹ 21.79

1.8%

1D

Inception Returns

13.1%

/yr

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
381 people have invested ₹ 6.4L in Groww Aggressive Hybrid Fund Direct Growth in the last three months

About Groww Aggressive Hybrid Fund Direct Growth

Groww Aggressive Hybrid Fund Direct Growth 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.

Key Parameters

  1. Groww Aggressive Hybrid Fund Direct Growth has ₹45 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.9.

Returns

Groww Aggressive Hybrid Fund Direct Growth has given a CAGR return of 13.06% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.15%, 11.65% and 18.80% respectively.

Holdings

Groww Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Tech, Consumer Cyclical, Health, Industrial, Corporate, Communication, Basic Materials, Utilities.

Taxation

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).

Investment objective of Groww Aggressive Hybrid Fund Direct Growth

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 and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Groww Aggressive Hybrid Fund Direct Growth has no lock in period.

Groww Aggressive Hybrid Fund Direct Growth Overview

Expense ratio0.85%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹45 Cr
Inception Date14 December, 2018
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
107.09%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

Trailing Returns

as on (15-Apr-25)

Period
Groww Aggressive Hybrid Fund Direct Growth
Aggressive Allocation Index
1M
4.5%
4.3%
3M
0.7%
-1%
6M
-6.7%
-7.2%
1Y
4.2%
7.1%
3Y
11.6%
12.6%
5Y
18.8%
20.7%

Fund Distribution

as on (31-Mar-25)

  • Equity 69.9%

  • Debt & Cash 30.1%

Large cap
62.4%

Mid cap
7.1%

Small cap
1.5%

Sector Allocation

Mar'25

Feb'25

Jan'25

Financial Services
49%
Tech
13.9%
Consumer Cyclical
13.5%
Health
7%
Industrial
6%
Communication
4.2%
Basic Materials
3.5%
Utilities
2.9%
All changes are between Oct'69 and Dec'69
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 44.6 Cr
₹ 42.4 Cr
₹ 44.8 Cr
  • AUM of the fund stands at 44.6 Cr as of Mar'25
  • AUM increased by 2.2 Cr between Mar'25 and Feb'25
Top Stocks sold last month
Hindalco Industries Ltd's allocation decreased from 5.26 % to 0.45 %
Hindalco Industries Ltd's allocation decreased from 5.26 % to 0.45 %

Top 3 Sectors in March were Government, Financial Services & Tech

Mar'25
Government
79%
Financial Services
49%
Tech
14%
Feb'25
Government
71%
Financial Services
45%
Tech
15%
  • Equity

  • Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
HDFC Bank Ltd
9.18%
10.9%
ICICI Bank Ltd
ICICI Bank Ltd
7.4%
14%
State Bank of India
State Bank of India
5.7%
0%
Bharti Airtel Ltd
Bharti Airtel Ltd
3.01%
0%
Infosys Ltd
Infosys Ltd
2.83%
0%
  • Returns %

  • Fund Ratios

  • Overview

Funds
1Y Returns
3Y Returns
5Y Returns
Since Inception
Groww Aggressive Hybrid Fund Direct Growth
Groww Aggressive Hybrid Fund Direct Growth
4.15%
11.65%
18.8%
13.06%
DSP Aggressive Hybrid Fund Direct Plan Growth
DSP Aggressive Hybrid Fund Direct Plan Growth
17.29%
15.41%
21.22%
14.46%
SBI Equity Hybrid Fund Direct Growth
SBI Equity Hybrid Fund Direct Growth
12.14%
11.88%
18.95%
14.82%
Axis Aggresive Hybrid Fund Direct Growth
Axis Aggresive Hybrid Fund Direct Growth
10.3%
9.24%
17.64%
11.81%
Fund
Mar'25
Feb'25
Jan'25
No of Holdings
40
41
42
Top 5 Company Concentration
28.1%
25.8%
25.8%
Company having highest exposure
HDFC Bank Ltd (9.2%)
HDFC Bank Ltd (8.3%)
HDFC Bank Ltd (7.7%)
No of Sectors
10
10
10
Top 5 Sectors Concentration
162%
155.5%
158.5%
Sector having highest exposure
Government (78.6%)
Government (71.3%)
Government (74.1%)
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Kaustubh Sule
Kaustubh Sule
Fund Manager of Groww Aggressive Hybrid Fund Direct Growth, since 11 May 2023
Anupam Tiwari
Anupam Tiwari
Fund Manager of Groww Aggressive Hybrid Fund Direct Growth, since 4 May 2023
Top funds managed
Fund House
Groww Asset Management Ltd.
Total Schemes
Total AUM
₹1.83K Cr
as on 31-Mar-2025
Address
Floor 12 A, Tower 2 A, One World Centre,,Jupiter Mills Compound Senapati Bapat Marg,Mumbai,Maharashtra
Phone
8050180222
Website
support@growwmf.in

Mutual Fund Insights

Insights icon
In the last 3 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 20.77% return, outperforming this fund by 9.12% per annum.
Insights icon
This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.85% which is lower than the category average expense ratio of 1.24%.
Insights icon
In the last 1 year, DSP Aggressive Hybrid Fund Direct Plan Growth has given 17.29% return, outperforming this fund by 13.14%.
Insights icon
Over the last 6 months, this fund has experienced a 4.8% drop in AUM moving from 46.87 Cr to 44.62 Cr.
Insights icon
In the last 5 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 29.36% return, outperforming this fund by 10.56% per annum.

Groww Aggressive Hybrid Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 13.06% since inception which is more than its category average return of 12.56%
Fund Allocations

Fund Allocations

This fund has an allocation of 69.93% in Equity, 24.36% in Debt and 5.7% in Cash related instruments
AUM size ₹45 Cr

AUM size ₹45 Cr

This fund has AUM of ₹45 Cr which is less than its category average of ₹ 6354 Cr
Expense Ratio 0.85%

Expense Ratio 0.85%

This fund has an expense ratio of 0.85% which is less than its category average expense ratio of 1.45%

Frequently Asked Questions for Groww Aggressive Hybrid Fund Direct Growth

The current NAV of Groww Aggressive Hybrid Fund Direct Growth is ₹21.79 as on 15-Apr-2025.
Existing (Absolute + CAGR) as on 15-Apr-2025.
Groww Aggressive Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
4.47%
4.47%
6 Month Returns
-6.68%
-6.68%
1 Year Returns
4.15%
4.15%
3 Years Returns
39.18%
11.65%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.85% as on March 2025
₹45 Cr as on March 2025
7.34% Govt Stock 2064(11.79%), 7.09% Govt Stock 2054(11.44%), HDFC Bank Ltd(9.18%), ICICI Bank Ltd(7.4%), State Bank of India(5.7%) as on March 2025
Financial Services(34.27%), Government(23.64%), Tech(9.71%) as on March 2025
AAA
95.28
AA
4.72
Kaustubh Sule, Anupam Tiwari are the fund managers of Groww Aggressive Hybrid Fund Direct Growth
The Exit load of Groww Aggressive Hybrid Fund Direct Growth is 1%