Groww Aggressive Hybrid Fund (Formerly Known As Indiabulls Equity Hybrid Fund) - Regular Plan - Growth Option
Expense Ratio: 2.38
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 22-11-2018
Exit Load: Nil
Fund Size:₹50.73 Cr
Performance
1Y
Fund-0.48%
Cat. Avg.1.17%
2Y
Fund-0.37%
Cat. Avg.2.43%
3Y
Fund8.05%
Cat. Avg.11.24%
5Y
Fund8.77%
Cat. Avg.10.60%
10Y
FundN/A
Cat. Avg.11.33%
SI
Fund9.94%
Cat. Avg.11.21%
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% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59929 | -0.1% | -0.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +0.9% | +0.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.90 L. | +5.4% | +3.6% |
| 5Y | 09 Aug, 21 | 3 L. | 3.58 L. | +19.2% | +7.1% |
| SI | 07 Jan, 19 | 4.55 L. | 6.50 L. | +42.9% | +9.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98856 | -1.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 98981 | -1.0% | -0.5% |
| 3Y | 20 Jul, 23 | 1 L. | 1.26 L. | +26.1% | +8.0% |
| 5Y | 20 Jul, 21 | 1 L. | 1.52 L. | +52.2% | +8.8% |
| SI | 14 Dec, 18 | 1 L. | 2.06 L. | +105.6% | +9.9% |
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
₹9.00LTotal 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.