Groww Aggressive Hybrid Fund (Formerly Known As Indiabulls Equity Hybrid Fund) - Regular Plan - Growth Option
Expense Ratio: 2.38
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 22-11-2018
Exit Load: Nil
Fund Size:₹50.73 Cr
Performance
1Y
Fund-1.34%
Cat. Avg.1.14%
2Y
Fund-0.96%
Cat. Avg.2.83%
3Y
Fund8.35%
Cat. Avg.11.81%
5Y
Fund8.46%
Cat. Avg.10.93%
10Y
FundN/A
Cat. Avg.11.50%
SI
Fund9.90%
Cat. Avg.11.23%
Fund Facts
Manager(s)
Mr. Wilfred
Beta
1.05
Std Dev
2.6823
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Net Receivable/Payable | 9.68 | 21.17% |
| 2 | ICICI Bank Limited | 3.56 | 7.78% |
| 3 | HDFC Bank Limited | 2.89 | 6.32% |
| 4 | HDFC Bank Limited 11-SEP-2026 | 2.81 | 6.14% |
| 5 | Larsen & Toubro Limited | 2.31 | 5.06% |
| 6 | Bharti Airtel Limited | 1.76 | 3.85% |
| 7 | State Bank of India | 1.63 | 3.55% |
| 8 | Sun Pharmaceutical Industries Limited | 1.53 | 3.35% |
| 9 | Reliance Industries Limited | 1.36 | 2.98% |
| 10 | Max Financial Services Limited | 1.21 | 2.65% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59699 | -0.5% | -1.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +0.5% | +0.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.89 L. | +5.0% | +3.3% |
| 5Y | 09 Aug, 21 | 3 L. | 3.56 L. | +18.7% | +7.0% |
| SI | 07 Jan, 19 | 4.55 L. | 6.48 L. | +42.3% | +9.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 98662 | -1.3% | -1.3% |
| 2Y | 16 Jul, 24 | 1 L. | 98082 | -1.9% | -1.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.27 L. | +26.8% | +8.2% |
| 5Y | 16 Jul, 21 | 1 L. | 1.50 L. | +50.1% | +8.5% |
| SI | 14 Dec, 18 | 1 L. | 2.05 L. | +104.8% | +9.9% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.