Mutual Funds

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

Groww Mutual FundAggressive HybridModerate Risk
₹20.54+0.08 (+0.40%)

NAV as on 2026-07-17 · Hybrid · Aggressive Hybrid

AUM

₹51 Cr

1Y Return

-0.7%

3Y CAGR

+8.4%

5Y CAGR

+8.6%

Expense

2.44%

Risk

Moderate

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- Half Yearly
₹20.54+0.40%

1Y Return

-0.7%

3Y CAGR

+8.4%

5Y CAGR

+8.6%

Since Inception

+9.9%

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NAV History

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52-Week NAV Range

₹18.93
₹21.37

66% from 52W low

Fund Information

Aggressive HybridHybridSince 14-12-2018

Fund House

Groww Mutual Fund

Category

Hybrid - Aggressive Hybrid

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity73.4%
Cash17.7%

Market Cap Split

Large Cap42.5%
Mid Cap30.2%
Small Cap4.7%

Top Holdings

99 stocks
Weight1M Change
1

TREPS (Cash)

12.70%0.0%
2

HDFC Bank Limited

5.65%0.0%
3

Aditya Birla Housing Finance Limited

5.01%0.0%
4

HDFC Bank Ltd

Financial Services

4.56%-25.1%
5

ICICI Bank Ltd

Financial Services

4.03%-45.9%
6

Reliance Industries Ltd

Energy

3.60%+24.4%
7

Net Receivables

3.43%0.0%
8

Bharti Airtel Ltd

Communication Services

2.46%-33.8%
9

State Bank of India

Financial Services

2.39%-32.4%
10

Larsen & Toubro Ltd

Industrials

2.32%-56.1%

Sector Allocation

Weight1M Change
Financial Services
24.3%-100%
Consumer Cyclical
9.6%-100%
Basic Materials
7.5%-100%
Industrials
6.3%-100%
Healthcare
5.7%-100%
Technology
4.7%+5%
Energy
3.6%+24%
Consumer Defensive
2.9%-51%
Communication Services
2.8%-34%
Utilities
1.6%-27%
Real Estate
0.4%0%

Fundamentals

P/E Ratio

23.69

Cat avg: 25.22

P/B Ratio

3.10

Cat avg: 3.53

Dividend Yield

1.24%

Cat avg: 1.16%

Price/Sale

3.23

Price/Cash Flow

15.86

Risk Metrics (3Y)

Sharpe Ratio

0.22

Cat avg: 0.47

Sortino Ratio

0.30

Cat avg: 0.71

Beta

1.10

Cat avg: 1.12

Std Deviation

11.37%

Cat avg: 11.93%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Groww Aggressive Hybrid Reg HY IDCW-P512.44-0.7%+8.4%+8.6%
SBI Equity Hybrid Fund Reg IDCW-P85,6331.31+3.9%+12.7%+10.9%
ICICI Pru Equity & Debt Ann IDCW-P51,4811.23+3.3%+14.7%+15.8%
HDFC Hybrid Eq IDCW-P22,3681.69-6.1%+6.2%+8.5%
DSP Agrsv Hybrid Fund IDCW-P11,8381.47-2.5%+11.1%+9.4%
Canara Robeco Equity Hyb Reg Mly IDCW-P11,1421.49+0.9%+10.4%+9.6%
Mirae Asset Aggressive Hybrid Reg IDCW-P9,4261.51+2.0%+10.1%+9.3%
Kotak Aggressive Hybrid Reg IDCW-P8,9621.79+4.0%+12.8%+12.0%
Sundaram Agg Hybrid Mn IDCW-P8,9411.73-2.0%+9.1%+9.3%
Aditya BSL Equity Hybrid '95 IDCW-P7,0651.54+0.4%+8.4%+7.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹51 Cr
Expense Ratio2.44%
Volatility (3Y)11.4%
Sharpe Ratio0.22
Sortino Ratio0.30
Beta1.10
Min SIP₹500
Min Lumpsum₹5,000
Holdings92

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Moderate risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.