Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
★★★★★ monitor_heart Health Score: 40/100 · WeakGroww Mutual Fund · Hybrid · Aggressive Hybrid
₹22.74
AUM: ₹50 Cr
NAV updated 15 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
2.49%
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
-0.51
Std Dev (1Y)
10.5%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+4.1%
3m
+2.37%
6m
-1.43%
1y
+0.15%
3y
+10.3%
5y
+10.36%
10y
—
since inception
+11.64%
rate_review TopFund's Take on Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - 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 40/100.
Cost: At 2.49%, the expense ratio runs 147% above the Aggressive Hybrid category average of 1.01%. 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 -0.51 — 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 10.5% is on the lower side, 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - 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- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is ₹22.74. NAV is updated every business day after market close by AMFI.
1Y: 0.15% · 3Y CAGR: 10.3% · 5Y CAGR: 10.36%
The expense ratio is 2.49% per annum — the annual fee deducted from your investment to cover fund management costs.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - 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- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is a High risk fund. Suitable for investors with a 3+ year horizon.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is ₹50 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.