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Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 39/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)9.79%
- Expense ratio (20%)2.15%
- AUM (15%)₹52 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Groww Mutual Fund · Hybrid · Aggressive Hybrid
₹23.37
AUM: ₹52 Cr
NAV updated 21 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
2.15%
Exit Load
Exit load of 1%, if redeemed within 7 days.
Fund Manager
Anupam Tiwari
Inception
Dec 2018
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.52
Std Dev (1Y)
10.54%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.93%
3m
+3.87%
6m
+1.47%
1y
+1.2%
3y
+9.79%
5y
+8.94%
10y
—
since inception
+11.03%
TopFund's Take on Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) lags behind most of its peers in the Aggressive Hybrid category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 39/100.
Cost: At 2.15%, the expense ratio runs 150% above the Aggressive Hybrid category average of 0.86%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.52 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.54% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
The current NAV (Net Asset Value) of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is ₹23.37. NAV is updated every business day after market close by AMFI.
1Y: 1.2% · 3Y CAGR: 9.79% · 5Y CAGR: 8.94%
The expense ratio of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is 2.15% per annum. This is the annual fee charged by the fund to manage your investment.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is managed by Anupam Tiwari at Groww Mutual Fund.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is ₹52 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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