Groww Mutual Fund

Groww NIFTY 500 Momentum 50 ETF FoF - Regular Plan- Growth

Groww Mutual Fund

Expense Ratio: 0.65
Risk: Very High
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: Nifty 500 Momentum 50 TRI
Inception: 03-04-2025
Exit Load: Nil
Fund Size:₹8.10 Cr

Performance

1Y
Fund-1.07%
Cat. Avg.21.20%
2Y
FundN/A
Cat. Avg.17.75%
3Y
FundN/A
Cat. Avg.18.40%
5Y
FundN/A
Cat. Avg.13.16%
10Y
FundN/A
Cat. Avg.11.26%
SI
Fund5.12%
Cat. Avg.13.59%

Fund Facts

Manager(s)

Mr. Shashi Kumar

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*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
1Groww Nifty 500 Momentum 50 ETF9.7099.69%
2Net Receivable/Payable0.030.31%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061248+2.1%+4.3%
SI07 May, 257500076166+1.6%+2.5%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.98931-1.1%N/A
SI25 Apr, 251 L.1.06 L.+6.4%+5.1%

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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