info

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 Mutual Fund

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

★★★★★ monitor_heart Health Score: 38/100 · Weak

Groww Mutual Fund · Hybrid · Aggressive Hybrid

₹22.98

+1.42 (+6.58%) trending_up

AUM: ₹51 Cr

NAV updated about 8 hours ago

Plan

Regular

Option

Growth

Risk

High

Expense Ratio

2.22%

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

-0.76

Std Dev (1Y)

10.34%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-0.29%

3m

+1.2%

6m

+0.07%

1y

-1.19%

3y

+9.26%

5y

+9.85%

10y

since inception

+10.6%

rate_review TopFund's Take on Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - 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 38/100.

Cost: At 2.22%, the expense ratio runs 120% 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 -0.76 — 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 10.34% 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

Equity 73.39%
GOI Securities 8.86%
Certificate of Deposit 7.85%
Repo 5.49%
Net Receivables 3.38%
Bonds 0.98%

Frequently Asked Questions about Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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