Groww Aggressive Hybrid Fund (Formerly Known As Indiabulls Equity Hybrid Fund) - Direct Plan - Growth Option
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
Fund-4.53%
Cat. Avg.-1.36%
2Y
Fund-1.39%
Cat. Avg.0.75%
3Y
Fund8.25%
Cat. Avg.10.37%
5Y
Fund6.62%
Cat. Avg.9.05%
10Y
FundN/A
Cat. Avg.11.82%
SI
Fund10.96%
Cat. Avg.12.42%
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
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Market Cap
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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% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58734 | -2.1% | -4.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -0.8% | -0.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.84 L. | +2.1% | +1.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.53 L. | +17.6% | +6.6% |
| SI | 07 Jan, 19 | 4.70 L. | 6.89 L. | +46.5% | +9.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 95467 | -4.5% | -4.5% |
| 2Y | 16 Oct, 24 | 1 L. | 97235 | -2.8% | -1.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.27 L. | +26.8% | +8.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.38 L. | +37.7% | +6.6% |
| SI | 14 Dec, 18 | 1 L. | 2.26 L. | +126.1% | +11.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.