Groww Aggressive Hybrid Fund (Formerly Known As Indiabulls Equity Hybrid Fund)- Direct Plan- - Income Distribution Cum Capital Withdrawal Option (Payout & Reinvestment)
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
1Y
Fund0.52%
Cat. Avg.2.38%
2Y
Fund0.81%
Cat. Avg.3.64%
3Y
Fund9.42%
Cat. Avg.12.53%
5Y
Fund10.21%
Cat. Avg.11.84%
10Y
FundN/A
Cat. Avg.12.48%
SI
Fund11.59%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | 6.68% GOI 27-Jan-2033 | 4.52 | 8.86% |
| 2 | HDFC Bank Limited 11-SEP-2026 | 2.86 | 5.61% |
| 3 | TREPS 01-JUL-2026 | 2.80 | 5.49% |
| 4 | HDFC Bank Limited | 2.41 | 4.72% |
| 5 | ICICI Bank Limited | 1.99 | 3.90% |
| 6 | Net Receivable/Payable | 1.73 | 3.38% |
| 7 | Reliance Industries Limited | 1.72 | 3.37% |
| 8 | Union Bank of India 15-MAR-2027 | 1.15 | 2.24% |
| 9 | Bharti Airtel Limited | 1.14 | 2.22% |
| 10 | Larsen & Toubro Limited | 0.94 | 1.85% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60217 | +0.4% | +0.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.22 L. | +1.9% | +1.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.93 L. | +7.4% | +4.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.70 L. | +23.2% | +8.4% |
| SI | 07 Jan, 19 | 4.55 L. | 6.89 L. | +51.5% | +10.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 99837 | -0.2% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.01 L. | +1.3% | +0.7% |
| 3Y | 20 Jul, 23 | 1 L. | 1.31 L. | +31.0% | +9.4% |
| 5Y | 20 Jul, 21 | 1 L. | 1.63 L. | +62.6% | +10.2% |
| SI | 14 Dec, 18 | 1 L. | 2.30 L. | +130.1% | +11.6% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.