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Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 47/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.58%
- AUM (15%)₹139 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Groww Mutual Fund · Equity · Small Cap
₹12.21
AUM: ₹139 Cr
NAV updated 9 days ago
Plan
Regular
Option
Idcw
Risk
Very High
Expense Ratio
0.58%
Exit Load
Exit load of 0.25%, if redeemed within 7 days.
Fund Manager
Abhishek Jain
Inception
Feb 2024
Benchmark
NIFTY Smallcap 250 Total Return Index
Sharpe Ratio
0.19
Std Dev (1Y)
17.28%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.32%
3m
+3.99%
6m
+20.94%
1y
+4.82%
3y
—
5y
—
10y
—
since inception
+7.28%
TopFund's Take on Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW
Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW lags behind most of its peers in the Small Cap category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 47/100.
Cost: At 0.58%, the expense ratio is meaningfully cheaper — about 25% below the Small Cap category average of 0.77% (based on 254 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.19 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 17.28% is fairly typical for Small Cap funds.
Who should invest: This fund is best suited to investors with a 7-10 year horizon who can stomach 30-40% drawdowns in a bad year in exchange for higher long-term growth potential. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
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 Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW
The current NAV (Net Asset Value) of Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW is ₹12.21. NAV is updated every business day after market close by AMFI.
1Y: 4.82%
The expense ratio of Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW is 0.58% per annum. This is the annual fee charged by the fund to manage your investment.
Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW is managed by Abhishek Jain at Groww Mutual Fund.
Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Groww Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW 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 Nifty Smallcap 250 Index Fund - Regular Plan - Regular Plan - IDCW is ₹139 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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