Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option

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 (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 42.39 Cr As on (28-02-2025)
Turn over: 108
NAV as on 12-03-2025

18.7699

-0.04 (-0.2259%)

CAGR Since Inception

10.58%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option

Scheme Performance (%) Data as on - 12-03-2025

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 - Growth option -0.31 10.2 14.53 - 10.58
Benchmark - - - - -
Hybrid: Aggressive 4.16 12.28 17.72 10.29 12.51

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 - Growth option

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.

Riskometer

Key Performance and Risk Statistics of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option

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 - Growth option 9.76 0.31 -0.34 1.08 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option

Period
Data as on - 12-03-2025
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 - Growth option 06-12-2018 -0.31 12.51 10.2 14.53 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 12.73 19.3 13.9 16.73 11.63
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 8.52 19.81 13.96 15.79 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 8.43 16.56 10.65 15.7 10.84
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 7.75 19.16 14.12 19.67 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 7.56 19.09 15.36 21.34 10.97
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 7.09 13.3 7.77 13.41 0.0
BANDHAN Hybrid Equity Fund-Regular Plan Growth 05-12-2016 7.08 16.28 11.8 18.04 0.0
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 6.19 18.88 15.3 19.73 11.12
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 6.18 18.95 15.41 19.8 11.16

PORTFOLIO ANALYSIS of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option

Asset Allocation (%)