Groww Mutual Fund

Groww NIFTY Smallcap 250 Index Fund - Regular Plan - Growth

Groww Mutual Fund

Expense Ratio: 1.05
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Smallcap 250 TRI
Inception: 09-02-2024
Exit Load: Nil
Fund Size:₹119.42 Cr

Performance

1Y
Fund0.31%
Cat. Avg.2.61%
2Y
Fund1.98%
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund7.18%
Cat. Avg.7.02%

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
1Navin Fluorine International Limited1.771.33%
2Karur Vysya Bank Limited1.751.31%
3Sona BLW Precision Forgings Limited1.731.31%
4Delhivery Limited1.651.24%
5Piramal Finance Ltd1.631.22%
6Central Depository Services (India) Ltd.1.451.09%
7Ather Energy Limited1.371.03%
8HFCL Limited1.361.02%
9Angel One Limited1.341.01%
10Krishna Institute of Medical Science Ltd1.320.99%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000065255+8.8%+18.4%
2Y07 Aug, 241.20 L.1.29 L.+7.9%+7.8%
SI07 Mar, 241.45 L.1.58 L.+8.7%+7.1%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y21 Jul, 251 L.1.00 L.+0.4%N/A
2Y22 Jul, 241 L.1.03 L.+3.1%+1.5%
SI01 Mar, 241 L.1.18 L.+18.0%+7.2%

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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