Groww Aggressive Hybrid Fund (Formerly Known As Indiabulls Equity Hybrid Fund) - Direct Plan - Growth Option

Q: How to check the XIRR of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option?

You can track the exact XIRR and portfolio overlapping of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option?

Use the MutualSaathi Portfolio Analyzer to compare Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Groww Mutual Fund

Expense Ratio: 1.38

Risk: Very High

Hybrid Scheme - Aggressive Hybrid Fund

Plan: Direct

Benchmark: CRISIL Hybrid 35+65 - Aggressive Index

Inception: 22-11-2018

Exit Load: Nil

Fund Size:₹50.73 Cr

Performance

Fund0.60%

Cat. Avg.2.38%

Fund0.86%

Cat. Avg.3.64%

Fund9.46%

Cat. Avg.12.53%

Fund10.28%

Cat. Avg.11.84%

10Y

FundN/A

Cat. Avg.12.48%

Fund11.72%

Cat. Avg.13.04%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	6.68% GOI 27-Jan-2033	DEBT	G-Sec		SOVEREIGN	6.60%	4.52	8.86%
2	HDFC Bank Limited 11-SEP-2026	DEBT	CD		CRISIL A1	6.35%	2.86	5.61%
3	TREPS 01-JUL-2026	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo		2.80	5.49%
4	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		2.41	4.72%
5	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		1.99	3.90%
6	Net Receivable/Payable	CASH	Others		Others		1.73	3.38%
7	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		1.72	3.37%
8	Union Bank of India 15-MAR-2027	DEBT	CD		ICRA A1	6.77%	1.15	2.24%
9	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services		1.14	2.22%
10	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction		0.94	1.85%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	60242	+0.4%	+0.8%
2Y	07 Aug, 24	1.20 L.	1.22 L.	+2.0%	+2.0%
3Y	07 Aug, 23	1.80 L.	1.93 L.	+7.4%	+4.9%
5Y	09 Aug, 21	3 L.	3.70 L.	+23.3%	+8.5%
SI	07 Jan, 19	4.55 L.	6.92 L.	+52.1%	+11.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	99918	-0.1%	N/A
2Y	22 Jul, 24	1 L.	1.01 L.	+1.4%	+0.7%
3Y	20 Jul, 23	1 L.	1.31 L.	+31.1%	+9.5%
5Y	20 Jul, 21	1 L.	1.63 L.	+63.1%	+10.3%
SI	14 Dec, 18	1 L.	2.32 L.	+132.2%	+11.7%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

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.