Groww NIFTY Smallcap 250 Index Fund - Direct Plan - IDCW
Expense Ratio: 0.45
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Smallcap 250 TRI
Inception: 09-02-2024
Exit Load: Nil
Fund Size:₹119.42 Cr
Performance
1Y
Fund3.36%
Cat. Avg.-0.92%
2Y
Fund-2.21%
Cat. Avg.0.42%
3Y
FundN/A
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund6.21%
Cat. Avg.5.56%
Fund Facts
No available Data
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
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 | Navin Fluorine International Limited | 1.77 | 1.33% |
| 2 | Karur Vysya Bank Limited | 1.75 | 1.31% |
| 3 | Sona BLW Precision Forgings Limited | 1.73 | 1.31% |
| 4 | Delhivery Limited | 1.65 | 1.24% |
| 5 | Piramal Finance Ltd | 1.63 | 1.22% |
| 6 | Central Depository Services (India) Ltd. | 1.45 | 1.09% |
| 7 | Ather Energy Limited | 1.37 | 1.03% |
| 8 | HFCL Limited | 1.36 | 1.02% |
| 9 | Angel One Limited | 1.34 | 1.01% |
| 10 | Krishna Institute of Medical Science Ltd | 1.32 | 0.99% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 62919 | +4.9% | +10.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.27 L. | +5.8% | +5.9% |
| SI | 07 Mar, 24 | 1.60 L. | 1.70 L. | +6.3% | +4.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +3.4% | +3.4% |
| 2Y | 16 Oct, 24 | 1 L. | 95632 | -4.4% | -2.2% |
| SI | 01 Mar, 24 | 1 L. | 1.17 L. | +17.2% | +6.2% |
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.