Previously Known As : Indiabulls Equity Hybrid Fund
Groww Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 20
BMSMONEY Rating
Gro. Opt. As On: 20-12-2024
NAV ₹20.22(R) -1.52% ₹22.43(D) -1.52%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 14.98% 12.53% 12.58% -% -%
LumpSum (D) 16.67% 14.14% 14.45% -% -%
SIP (R) -39.59% 9.7% 13.13% -% -%
SIP (D) -38.59% 11.32% 14.93% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.53 0.27 0.68 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.63% -12.69% -8.16% - 6.77%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
JM Aggressive Hybrid Fund 1
Kotak Equity Hybrid Fund 2
UTI Aggressive Hybrid Fund 3
Icici Prudential Equity & Debt Fund 4
Invesco India Aggressive Hybrid Fund 5
Edelweiss Aggressive Hybrid Fund 6

NAV Date: 20-12-2024

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) 20.17
-0.3100
-1.5200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 20.22
-0.3100
-1.5200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment. 20.22
-0.3100
-1.5200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option 20.22
-0.3100
-1.5200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 21.43
-0.3300
-1.5200%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 21.58
-0.3300
-1.5100%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 21.99
-0.3400
-1.5100%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.21
-0.3400
-1.5100%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.25
-0.3400
-1.5100%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option 22.43
-0.3500
-1.5200%

Review Date: 20-12-2024

Groww Aggressive Hybrid Fund has shown poor performance in the Aggressive Hybrid Fund category. The fund has rank of 20 out of 26 funds in the category. The fund has delivered return of 14.98% in 1 year, 12.53% in 3 years and 12.58% in 5 years. The category average for the same periods is 19.65%, 14.85% and 16.16% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 9.63, VaR of -12.69, Average Drawdown of -3.78, Semi Deviation of 6.77 and Max Drawdown of -8.16. The category average for the same parameters is 10.06, -11.75, -4.11, 7.12 and -9.25 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Groww Aggressive Hybrid Fund direct growth option would have grown to ₹11667.0 in 1 year, ₹14870.0 in 3 years and ₹19638.0 in 5 years as of today (20-12-2024).
  2. An SIP of ₹1,000 per month in Groww Aggressive Hybrid Fund direct growth option would have grown to ₹9307.0 in 1 year, ₹42665.0 in 3 years and ₹87218.0 in 5 years as of today (20-12-2024).
  3. standard deviation of 9.63 and based on VaR one can expect to lose more than -12.69% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.53 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 % 1.24
2.09
0.42 | 5.63 24 | 28 Poor
3M Return % -6.17
-4.51
-10.95 | 0.18 26 | 28 Poor
6M Return % -0.97
2.94
-7.92 | 9.50 25 | 27 Poor
1Y Return % 14.98
19.65
14.60 | 30.01 26 | 28 Poor
3Y Return % 12.53
14.85
8.93 | 23.60 21 | 26 Average
5Y Return % 12.58
16.16
11.55 | 27.08 20 | 25 Average
1Y SIP Return % -39.59
-35.01
-39.59 | -28.09 25 | 25 Poor
3Y SIP Return % 9.70
13.58
8.42 | 23.51 21 | 23 Poor
5Y SIP Return % 13.13
16.85
11.64 | 25.75 20 | 22 Poor
Standard Deviation 9.63
10.06
8.70 | 13.76 12 | 26 Good
Semi Deviation 6.77
7.12
6.11 | 10.03 9 | 26 Good
Max Drawdown % -8.16
-9.25
-17.76 | -5.44 11 | 26 Good
VaR 1 Y % -12.69
-11.75
-19.78 | -8.42 20 | 26 Average
Average Drawdown % -3.78
-4.11
-6.25 | -2.42 12 | 26 Good
Sharpe Ratio 0.53
0.69
0.11 | 1.36 19 | 26 Average
Sterling Ratio 0.68
0.76
0.34 | 1.34 17 | 26 Average
Sortino Ratio 0.27
0.36
0.07 | 0.85 19 | 26 Average
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.36 2.19 0.52 | 5.76 23 | 28
3M Return % -5.83 -4.23 -10.66 | 0.50 26 | 28
6M Return % -0.24 3.56 -7.32 | 10.22 26 | 27
1Y Return % 16.67 21.13 15.64 | 32.35 25 | 28
3Y Return % 14.14 16.24 10.25 | 25.24 20 | 26
5Y Return % 14.45 17.55 12.82 | 28.32 20 | 25
1Y SIP Return % -38.59 -34.34 -39.33 | -26.79 25 | 26
3Y SIP Return % 11.32 14.85 9.75 | 25.47 20 | 24
5Y SIP Return % 14.93 18.10 13.07 | 27.09 19 | 23
Standard Deviation 9.63 10.06 8.70 | 13.76 12 | 26
Semi Deviation 6.77 7.12 6.11 | 10.03 9 | 26
Max Drawdown % -8.16 -9.25 -17.76 | -5.44 11 | 26
VaR 1 Y % -12.69 -11.75 -19.78 | -8.42 20 | 26
Average Drawdown % -3.78 -4.11 -6.25 | -2.42 12 | 26
Sharpe Ratio 0.53 0.69 0.11 | 1.36 19 | 26
Sterling Ratio 0.68 0.76 0.34 | 1.34 17 | 26
Sortino Ratio 0.27 0.36 0.07 | 0.85 19 | 26
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.52 ₹ 9,848.00 -1.52 ₹ 9,848.00
1W -4.00 ₹ 9,600.00 -3.97 ₹ 9,603.00
1M 1.24 ₹ 10,124.00 1.36 ₹ 10,136.00
3M -6.17 ₹ 9,383.00 -5.83 ₹ 9,417.00
6M -0.97 ₹ 9,903.00 -0.24 ₹ 9,976.00
1Y 14.98 ₹ 11,498.00 16.67 ₹ 11,667.00
3Y 12.53 ₹ 14,251.00 14.14 ₹ 14,870.00
5Y 12.58 ₹ 18,085.00 14.45 ₹ 19,638.00
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 -39.59 ₹ 9,231.37 -38.59 ₹ 9,307.14
3Y ₹ 36000 9.70 ₹ 41,663.88 11.32 ₹ 42,665.00
5Y ₹ 60000 13.13 ₹ 83,423.70 14.93 ₹ 87,218.28
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Groww Aggressive Hybrid Fund NAV Regular Growth Groww Aggressive Hybrid Fund NAV Direct Growth
20-12-2024 20.2202 22.4257
19-12-2024 20.532 22.7707
18-12-2024 20.6959 22.9515
17-12-2024 20.8537 23.1256
16-12-2024 21.0469 23.3389
13-12-2024 21.0627 23.3536
12-12-2024 20.9438 23.2209
11-12-2024 21.0198 23.3042
10-12-2024 21.0597 23.3476
09-12-2024 21.0365 23.3209
06-12-2024 21.0278 23.3084
05-12-2024 21.0192 23.298
04-12-2024 20.8895 23.1533
03-12-2024 20.8191 23.0743
02-12-2024 20.6785 22.9176
29-11-2024 20.6022 22.8303
28-11-2024 20.4746 22.688
27-11-2024 20.6035 22.8299
26-11-2024 20.5458 22.7651
25-11-2024 20.5897 22.8128
22-11-2024 20.321 22.5125
21-11-2024 19.9718 22.1247

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.