SCHEME OVERVIEW

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Category: Hybrid: Aggressive
Launch Date: 06-12-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.3% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 44.82 Cr As on (31-03-2025)
Turn over: 108
NAV as on 29-04-2025

20.072

-0.01 (-0.0324%)

CAGR Since Inception

11.52%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 3.28 11.86 16.59 - 11.52
Benchmark - - - - -
Hybrid: Aggressive 7.82 14.04 19.84 11.48 13.01

Yearly Performance (%)

Nav Movement

Fund Managers

Anupam Tiwari, Kaustubh Sule

Investment Objective

The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.

RETURNS CALCULATOR for Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 9.76 0.84 1.55 0.85 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 06-12-2018 3.28 15.08 11.86 16.59 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 17.31 22.52 16.38 19.66 12.78
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.2 18.64 12.8 18.1 11.9
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.76 19.09 13.74 20.02 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.4 21.98 15.95 18.01 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.11 22.34 16.53 21.87 0.0
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.88 15.44 9.97 15.78 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.51 20.75 17.0 22.9 12.11
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 10.32 21.49 17.04 21.66 12.48
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 10.3 21.44 16.94 21.59 12.43

Asset Allocation (%)

PORTFOLIO ANALYSIS of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)