Previously Known As : Indiabulls Equity Hybrid Fund
Groww Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank 21
BMSMONEY Rating
Gro. Opt. As On: 19-11-2024
NAV ₹20.07(R) +0.16% ₹22.23(D) +0.17%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 21.52% 10.02% 12.87% -% -%
LumpSum (D) 23.29% 11.61% 14.76% -% -%
SIP (R) -7.62% 13.23% 14.3% -% -%
SIP (D) -6.19% 14.82% 16.07% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.36 0.18 0.5 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.15% -13.62% -11.4% - 7.26%
Top Aggressive Hybrid Fund
Fund Name Rank Rating
JM Aggressive Hybrid Fund 1
Icici Prudential Equity & Debt Fund 2
Edelweiss Aggressive Hybrid Fund 3
UTI Aggressive Hybrid Fund 4
Kotak Equity Hybrid Fund 5
Bank of India Mid & Small Cap Equity & Debt Fund 6

NAV Date: 19-11-2024

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) 20.02
0.0300
0.1600%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 20.07
0.0300
0.1600%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment. 20.07
0.0300
0.1600%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option 20.07
0.0300
0.1600%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 21.28
0.0300
0.1600%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 21.39
0.0400
0.1700%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 21.8
0.0400
0.1700%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.02
0.0400
0.1700%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.06
0.0400
0.1700%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option 22.23
0.0400
0.1700%

Review Date: 19-11-2024

Groww Aggressive Hybrid Fund has shown poor performance in the Aggressive Hybrid Fund category. The fund has rank of 21 out of 26 funds in the category. The fund has delivered return of 21.52% in 1 year, 10.02% in 3 years and 12.87% in 5 years. The category average for the same periods is 23.12%, 12.37% and 16.04% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 10.15, VaR of -13.62, Average Drawdown of -4.75, Semi Deviation of 7.26 and Max Drawdown of -11.4. The category average for the same parameters is 10.35, -12.43, -4.37, 7.36 and -10.17 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 ₹12329.0 in 1 year, ₹13902.0 in 3 years and ₹19908.0 in 5 years as of today (19-11-2024).
  2. An SIP of ₹1,000 per month in Groww Aggressive Hybrid Fund direct growth option would have grown to ₹11593.0 in 1 year, ₹44881.0 in 3 years and ₹89719.0 in 5 years as of today (19-11-2024).
  3. standard deviation of 10.15 and based on VaR one can expect to lose more than -13.62% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.36 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 % -3.79
-3.66
-5.89 | -2.43 21 | 28 Average
3M Return % -2.20
-2.39
-7.98 | 1.24 16 | 28 Average
6M Return % 2.58
5.84
-3.71 | 11.61 26 | 28 Poor
1Y Return % 21.52
23.12
17.01 | 33.06 19 | 28 Average
3Y Return % 10.02
12.37
6.63 | 20.49 20 | 26 Average
5Y Return % 12.87
16.04
11.46 | 25.48 20 | 25 Average
1Y SIP Return % -7.62
-3.69
-12.57 | 4.30 26 | 28 Poor
3Y SIP Return % 13.23
16.05
11.43 | 26.73 21 | 26 Average
5Y SIP Return % 14.30
17.43
12.49 | 25.82 20 | 25 Average
Standard Deviation 10.15
10.35
9.12 | 13.74 16 | 26 Average
Semi Deviation 7.26
7.36
6.48 | 9.99 16 | 26 Average
Max Drawdown % -11.40
-10.17
-17.76 | -5.01 21 | 26 Average
VaR 1 Y % -13.62
-12.43
-19.78 | -10.29 24 | 26 Poor
Average Drawdown % -4.75
-4.37
-6.25 | -2.42 18 | 26 Average
Sharpe Ratio 0.36
0.57
0.04 | 1.18 20 | 26 Average
Sterling Ratio 0.50
0.67
0.28 | 1.27 22 | 26 Poor
Sortino Ratio 0.18
0.29
0.04 | 0.63 20 | 26 Average
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.68 -3.57 -5.76 | -2.35 19 | 28
3M Return % -1.84 -2.09 -7.68 | 1.64 16 | 28
6M Return % 3.32 6.48 -3.09 | 12.19 26 | 28
1Y Return % 23.29 24.63 18.89 | 35.43 18 | 28
3Y Return % 11.61 13.73 7.92 | 22.06 20 | 26
5Y Return % 14.76 17.43 12.93 | 26.68 17 | 25
1Y SIP Return % -6.19 -2.44 -11.35 | 6.11 26 | 28
3Y SIP Return % 14.82 17.47 12.97 | 28.63 19 | 26
5Y SIP Return % 16.07 18.87 14.14 | 27.39 20 | 25
Standard Deviation 10.15 10.35 9.12 | 13.74 16 | 26
Semi Deviation 7.26 7.36 6.48 | 9.99 16 | 26
Max Drawdown % -11.40 -10.17 -17.76 | -5.01 21 | 26
VaR 1 Y % -13.62 -12.43 -19.78 | -10.29 24 | 26
Average Drawdown % -4.75 -4.37 -6.25 | -2.42 18 | 26
Sharpe Ratio 0.36 0.57 0.04 | 1.18 20 | 26
Sterling Ratio 0.50 0.67 0.28 | 1.27 22 | 26
Sortino Ratio 0.18 0.29 0.04 | 0.63 20 | 26
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.16 ₹ 10,016.00 0.17 ₹ 10,017.00
1W -1.27 ₹ 9,873.00 -1.25 ₹ 9,875.00
1M -3.79 ₹ 9,621.00 -3.68 ₹ 9,632.00
3M -2.20 ₹ 9,780.00 -1.84 ₹ 9,816.00
6M 2.58 ₹ 10,258.00 3.32 ₹ 10,332.00
1Y 21.52 ₹ 12,152.00 23.29 ₹ 12,329.00
3Y 10.02 ₹ 13,316.00 11.61 ₹ 13,902.00
5Y 12.87 ₹ 18,322.00 14.76 ₹ 19,908.00
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 -7.62 ₹ 11,496.96 -6.19 ₹ 11,592.53
3Y ₹ 36000 13.23 ₹ 43,864.45 14.82 ₹ 44,881.45
5Y ₹ 60000 14.30 ₹ 85,874.58 16.07 ₹ 89,718.66
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Groww Aggressive Hybrid Fund NAV Regular Growth Groww Aggressive Hybrid Fund NAV Direct Growth
19-11-2024 20.072 22.234
18-11-2024 20.0392 22.1967
14-11-2024 20.047 22.2019
13-11-2024 20.0746 22.2315
12-11-2024 20.3312 22.5148
11-11-2024 20.5915 22.8022
08-11-2024 20.585 22.7922
07-11-2024 20.6613 22.8758
06-11-2024 20.8152 23.0453
05-11-2024 20.6103 22.8175
04-11-2024 20.471 22.6624
31-10-2024 20.5779 22.7771
30-10-2024 20.6307 22.8346
29-10-2024 20.6953 22.9052
28-10-2024 20.5101 22.6994
25-10-2024 20.4541 22.6347
24-10-2024 20.6121 22.8086
23-10-2024 20.6318 22.8295
22-10-2024 20.6561 22.8555
21-10-2024 20.8625 23.083

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.