Groww Mutual Fund

Groww Multicap Fund - Direct - Growth

Groww Mutual Fund

Expense Ratio: 0.45
Risk: Very High
Equity Scheme - Multi Cap Fund
Plan: Direct
Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index
Inception: 26-11-2024
Exit Load: Nil
Fund Size:₹310.14 Cr

Performance

1Y
Fund14.72%
Cat. Avg.3.72%
2Y
FundN/A
Cat. Avg.3.91%
3Y
FundN/A
Cat. Avg.16.43%
5Y
FundN/A
Cat. Avg.15.85%
10Y
FundN/A
Cat. Avg.16.10%
SI
Fund12.01%
Cat. Avg.14.47%

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
1APAR INDUSTRIES LTD25.923.66%
2TD Power Systems Limited25.283.57%
3Ather Energy Limited22.653.19%
4Bharti Airtel Limited21.002.96%
5Multi Commodity Exchange of India Ltd.20.752.93%
6HDFC Bank Limited20.752.93%
7BSE Ltd19.712.78%
8Ujjivan Small Finance Bank Limited18.122.56%
9Larsen & Toubro Limited17.842.52%
10Yatharth Hospital & Trauma Care Serv Ltd17.642.49%

Similar Funds

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000066725+11.2%+23.7%
SI07 Jan, 25950001.11 L.+17.2%+21.9%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.1.14 L.+13.9%N/A
SI18 Dec, 241 L.1.20 L.+19.7%+12.0%

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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