Groww Mutual Fund

Groww NIFTY Ev & New Age Automotive ETF FoF - Regular Plan - IDCW

Groww Mutual Fund

Expense Ratio: 0.62
Risk: Very High
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: Nifty EV and New Age Automotive TRI
Inception: 24-07-2024
Exit Load: Nil
Fund Size:₹160.26 Cr

Performance

1Y
Fund5.20%
Cat. Avg.21.21%
2Y
FundN/A
Cat. Avg.16.90%
3Y
FundN/A
Cat. Avg.18.54%
5Y
FundN/A
Cat. Avg.13.02%
10Y
FundN/A
Cat. Avg.11.22%
SI
Fund-2.64%
Cat. Avg.13.77%

Fund Facts

Manager(s)

Mr. Shashi Kumar

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Groww Nifty EV & New Age Automotive ETF318.15100.03%
2Net Receivable/Payable-0.09-0.03%

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-

-

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061449+2.4%+5.1%
SI09 Sep, 241.15 L.1.19 L.+3.6%+3.8%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y15 Jul, 251 L.1.05 L.+5.2%+5.2%
SI14 Aug, 241 L.95005-5.0%-2.6%

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
₹9.00L
Total Gained
₹14.80L
SIP 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.

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