Groww Aggressive Hybrid Fund (Formerly Known As Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution Cum Capital Withdrawal Option (Payout & Reinvestment)
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-5.50%
Cat. Avg.-2.50%
2Y
Fund-2.52%
Cat. Avg.-0.41%
3Y
Fund6.90%
Cat. Avg.9.10%
5Y
Fund5.22%
Cat. Avg.7.85%
10Y
FundN/A
Cat. Avg.10.66%
SI
Fund10.04%
Cat. Avg.10.68%
Fund Facts
No available Data
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.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58462 | -2.6% | -5.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.18 L. | -1.8% | -1.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.81 L. | +0.4% | +0.2% |
| 5Y | 08 Nov, 21 | 3 L. | 3.41 L. | +13.8% | +5.2% |
| SI | 07 Jan, 19 | 4.70 L. | 6.59 L. | +40.3% | +8.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94497 | -5.5% | -5.5% |
| 2Y | 16 Oct, 24 | 1 L. | 95029 | -5.0% | -2.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.22 L. | +22.2% | +6.9% |
| 5Y | 18 Oct, 21 | 1 L. | 1.29 L. | +28.9% | +5.2% |
| SI | 14 Dec, 18 | 1 L. | 2.12 L. | +111.8% | +10.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.