Groww Aggressive Hybrid Fund Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV as on 21-11-2024
₹ 22.12
▲0.2%
1D
Inception Returns
14.4%
/yr
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 Anupam Tiwari, Kaustubh Sule. This fund gives you the benefit of diversification.
Key Parameters
- Groww Aggressive Hybrid Fund Direct Growth has ₹46 Cr worth of assets under management (AUM) as on Oct 2024 and is less than category average.
- The fund has an expense ratio 0.9.
Returns
Groww Aggressive Hybrid Fund Direct Growth has given a CAGR return of 14.39% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 23.05%, 11.61% and 14.76% respectively.
Holdings
Groww Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Industrial, Tech, Consumer Cyclical, Consumer Defensive, Basic Materials, Utilities, Communication, Energy, Health, Corporate.
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 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains 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 100.00 and for SIP is INR 100.00. Groww Aggressive Hybrid Fund Direct Growth has no lock in period.
Historical NAV & Returns
Groww Aggressive Hybrid Fund Direct Growth Overview
| Expense ratio | 0.85% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹46 Cr |
| Inception Date | 14 December, 2018 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 107.09% |
| STCG | Redeeming before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (21-Nov-24)
Fund Distribution
as on (31-Oct-24)
- AUM of the fund stands at 45.7 Cr as of Oct'24
- AUM decreased by 1.2 Cr between Oct'24 and Sep'24
Top 3 Sectors in October were Government, Financial Services & Industrial
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 8.26% | 0% | |
 HDFC Bank Ltd | 5.91% | 0% | |
 Larsen & Toubro Ltd | 5.86% | 0% | |
 State Bank of India | 4.87% | 0% | |
 Axis Bank Ltd | 3.6% | 0% |
Mutual Fund Insights
Groww Aggressive Hybrid Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹46 Cr
Expense Ratio 0.85%
Frequently Asked Questions for Groww Aggressive Hybrid Fund Direct Growth
Groww Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -4.07% | -4.07% |
6 Month Returns | 3.7% | 3.7% |
1 Year Returns | 23.05% | 23.05% |
3 Years Returns | 39.02% | 11.61% |
5 Years Returns | 99.08% | 14.76% |
- 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.
AAA | 100 |