Groww Mutual Fund

Groww NIFTY 500 Momentum 50 ETF

Groww Mutual Fund

Expense Ratio: N/A
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty 500 Momentum 50 TRI
Inception: 03-04-2025
Exit Load: Nil
Fund Size:₹20.87 Cr

Performance

1Y
Fund0.31%
Cat. Avg.4.42%
2Y
FundN/A
Cat. Avg.3.40%
3Y
FundN/A
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund4.35%
Cat. Avg.-5.56%

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
1Shriram Finance Limited1.395.06%
2Cummins India Limited1.385.04%
3Multi Commodity Exchange of India Ltd.1.364.94%
4BSE Ltd1.354.92%
5Hindalco Industries Limited1.334.85%
6GE Vernova T&D India Limited1.334.84%
7Adani Power Limited1.324.82%
8Laurus Labs Limited1.274.63%
9The Federal Bank Limited0.993.62%
10Bharat Heavy Electricals Limited0.923.35%

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-

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7.18%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061685+2.8%+5.8%
SI07 May, 257500076742+2.3%+3.8%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.99655-0.3%N/A
SI23 Apr, 251 L.1.05 L.+5.4%+4.4%

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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