Groww Mutual Fund

Groww Small Cap Fund-Regular-Growth

Groww Mutual Fund

Expense Ratio: -
Risk: -
Equity Scheme - Small Cap Fund
Plan: Regular
Benchmark: -
Inception: 08-01-2026
Exit Load: Nil
Fund Size:₹168.47 Cr

Performance

1Y
FundN/A
Cat. Avg.8.24%
2Y
FundN/A
Cat. Avg.0.37%
3Y
FundN/A
Cat. Avg.13.28%
5Y
FundN/A
Cat. Avg.13.15%
10Y
FundN/A
Cat. Avg.15.96%
SI
Fund22.53%
Cat. Avg.16.67%

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.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1TREPS 01-JUL-202650.5611.50%
2TD Power Systems Limited15.733.58%
3Home First Finance Company India Limited15.433.51%
4APAR INDUSTRIES LTD15.083.43%
5Ather Energy Limited14.483.29%
6Ujjivan Small Finance Bank Limited14.033.19%
7Tamilnad Mercantile Bank Ltd.13.373.04%
8City Union Bank Limited12.862.93%
9Creditaccess Grameen Limited12.832.92%
10Yatharth Hospital & Trauma Care Serv Ltd11.902.71%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI09 Mar, 264000044355+10.9%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI12 Feb, 261 L.1.23 L.+22.5%N/A

SIP Calculator

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 Profit
₹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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