Previously Known As : Indiabulls Equity Hybrid Fund
Groww Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 22
BMSMONEY Rating
Gro. Opt. As On: 21-10-2024
NAV ₹20.86(R) -0.42% ₹23.08(D) -0.4%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 29.77% 10.9% 14.05% -% -%
LumpSum (D) 31.66% 12.51% 15.98% -% -%
SIP (R) 2.01% 16.25% 16.3% -% -%
SIP (D) 3.52% 17.85% 18.09% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.63 0.31 0.66 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.55% -12.18% -10.35% - 6.8%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
JM Aggressive Hybrid Fund 2
Edelweiss Aggressive Hybrid Fund 3
Kotak Equity Hybrid Fund 4
UTI Aggressive Hybrid Fund 5
Invesco India Aggressive Hybrid Fund 6

NAV Date: 21-10-2024

Scheme Name NAV Rupee Change Percent Change
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 20.81
-0.0900
-0.4200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 20.86
-0.0900
-0.4200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment. 20.86
-0.0900
-0.4200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option 20.86
-0.0900
-0.4200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.11
-0.0900
-0.4200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.21
-0.0900
-0.4000%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.63
-0.0900
-0.4000%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.87
-0.0900
-0.4100%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.9
-0.0900
-0.4000%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option 23.08
-0.0900
-0.4000%

Review Date: 21-10-2024

Groww Aggressive Hybrid Fund has exhibited poor performance in the Aggressive Hybrid Fund category. The fund has rank of 22 out of 26 funds in the category. The fund has delivered return of 29.77% in 1 year, 10.9% in 3 years and 14.05% in 5 years. The category average for the same periods is 32.14%, 13.61% and 17.4% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 9.55, VaR of -12.18, Average Drawdown of -4.7, Semi Deviation of 6.8 and Max Drawdown of -10.35. The category average for the same parameters is 9.76, -10.77, -3.93, 6.88 and -9.63 respectively. The fund has average risk in the category.

Key Points:

  1. An investment of ₹10,000 in Groww Aggressive Hybrid Fund direct growth option would have grown to ₹13166.0 in 1 year, ₹14243.0 in 3 years and ₹20981.0 in 5 years as of today (21-10-2024).
  2. An SIP of ₹1,000 per month in Groww Aggressive Hybrid Fund direct growth option would have grown to ₹12227.0 in 1 year, ₹46855.0 in 3 years and ₹94238.0 in 5 years as of today (21-10-2024).
  3. standard deviation of 9.55 and based on VaR one can expect to lose more than -12.18% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.63 which shows average performance of fund in the aggressive hybrid fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.78
-3.02
-4.62 | -2.18 26 | 28 Poor
3M Return % 0.32
2.59
-2.28 | 6.52 26 | 28 Poor
6M Return % 9.06
12.74
4.50 | 17.63 26 | 28 Poor
1Y Return % 29.77
32.14
23.57 | 46.63 19 | 28 Average
3Y Return % 10.90
13.61
7.63 | 21.61 23 | 26 Poor
5Y Return % 14.05
17.40
12.58 | 26.79 20 | 25 Average
1Y SIP Return % 2.01
6.32
0.19 | 14.81 24 | 28 Poor
3Y SIP Return % 16.25
19.17
13.44 | 30.84 22 | 26 Poor
5Y SIP Return % 16.30
19.50
13.97 | 28.50 19 | 25 Average
Standard Deviation 9.55
9.76
8.64 | 13.51 17 | 26 Average
Semi Deviation 6.80
6.88
6.02 | 9.89 17 | 26 Average
Max Drawdown % -10.35
-9.63
-17.76 | -5.01 17 | 26 Average
VaR 1 Y % -12.18
-10.77
-19.78 | -7.12 23 | 26 Poor
Average Drawdown % -4.70
-3.93
-5.36 | -2.00 22 | 26 Poor
Sharpe Ratio 0.63
0.82
0.23 | 1.62 20 | 26 Average
Sterling Ratio 0.66
0.81
0.37 | 1.47 20 | 26 Average
Sortino Ratio 0.31
0.44
0.12 | 0.93 21 | 26 Average
Return data last Updated On : Oct. 21, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.67 -2.93 -4.52 | -2.08 27 | 28
3M Return % 0.68 2.90 -1.96 | 6.87 26 | 28
6M Return % 9.86 13.42 5.17 | 18.60 26 | 28
1Y Return % 31.66 33.75 24.37 | 49.21 19 | 28
3Y Return % 12.51 14.98 9.39 | 23.16 21 | 26
5Y Return % 15.98 18.80 14.07 | 28.01 17 | 25
1Y SIP Return % 3.52 7.63 0.92 | 16.72 23 | 28
3Y SIP Return % 17.85 20.60 15.30 | 32.73 19 | 26
5Y SIP Return % 18.09 20.94 15.85 | 30.06 20 | 25
Standard Deviation 9.55 9.76 8.64 | 13.51 17 | 26
Semi Deviation 6.80 6.88 6.02 | 9.89 17 | 26
Max Drawdown % -10.35 -9.63 -17.76 | -5.01 17 | 26
VaR 1 Y % -12.18 -10.77 -19.78 | -7.12 23 | 26
Average Drawdown % -4.70 -3.93 -5.36 | -2.00 22 | 26
Sharpe Ratio 0.63 0.82 0.23 | 1.62 20 | 26
Sterling Ratio 0.66 0.81 0.37 | 1.47 20 | 26
Sortino Ratio 0.31 0.44 0.12 | 0.93 21 | 26
Return data last Updated On : Oct. 21, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.42 ₹ 9,958.00 -0.40 ₹ 9,960.00
1W -0.82 ₹ 9,918.00 -0.79 ₹ 9,921.00
1M -3.78 ₹ 9,622.00 -3.67 ₹ 9,633.00
3M 0.32 ₹ 10,032.00 0.68 ₹ 10,068.00
6M 9.06 ₹ 10,906.00 9.86 ₹ 10,986.00
1Y 29.77 ₹ 12,977.00 31.66 ₹ 13,166.00
3Y 10.90 ₹ 13,639.00 12.51 ₹ 14,243.00
5Y 14.05 ₹ 19,297.00 15.98 ₹ 20,981.00
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 2.01 ₹ 12,130.16 3.52 ₹ 12,227.38
3Y ₹ 36000 16.25 ₹ 45,802.48 17.85 ₹ 46,855.15
5Y ₹ 60000 16.30 ₹ 90,186.66 18.09 ₹ 94,238.46
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Groww Aggressive Hybrid Fund NAV Regular Growth Groww Aggressive Hybrid Fund NAV Direct Growth
21-10-2024 20.8625 23.083
18-10-2024 20.9498 23.1768
17-10-2024 20.8425 23.0571
16-10-2024 21.0533 23.2894
15-10-2024 21.1102 23.3514
14-10-2024 21.034 23.2662
11-10-2024 20.9349 23.1539
10-10-2024 20.9571 23.1775
09-10-2024 20.9498 23.1685
08-10-2024 20.9136 23.1275
07-10-2024 20.6556 22.8413
04-10-2024 20.8848 23.092
03-10-2024 21.0793 23.3061
01-10-2024 21.4586 23.7237
30-09-2024 21.4128 23.6723
27-09-2024 21.6111 23.8886
26-09-2024 21.703 23.9893
25-09-2024 21.6133 23.8892
24-09-2024 21.6371 23.9145
23-09-2024 21.6822 23.9634

Fund Launch Date: 22/Nov/2018
Fund Category: Aggressive Hybrid Fund
Investment Objective: The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments. However, there can be no assurance thatthe investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Description: Aggressive Hybrid Fund
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.