Aeterna Wealth
Aggressive Hybrid · Direct plan · Growth

Groww Aggressive Hybrid Fund (Direct)

Groww Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 7.9 years old · AMFI code 145599

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

C
Track-record rating: 25 of 28 in Aggressive Hybrid

C (bottom 30%), score 24.7 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.3%3.9%-0.6%19 / 28
1 year0.9%1.2%-0.3%21 / 28
3 years (a year)10.0%9.2%+0.8%28 / 28
5 years (a year)7.9%7.6%+0.3%20 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y10.8%
Max fall, 5Y-14.3%
Up capture, 3Y115
Down capture, 3Y118
Information ratio, 3Y0.28
Jensen's alpha, 3Y+0.4%
Beta, 3Y1.16
Sharpe, 3Y0.33

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Groww Aggressive Hybrid Fund (Direct plan)?

₹23.77 on 6 Nov 2026 (Growth option).

What is the expense ratio of Groww Aggressive Hybrid Fund (Direct)?

2.07% a year; the Regular plan's is 2.83%.

What return has Groww Aggressive Hybrid Fund given over 3 years?

10.0% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is Groww Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Groww Aggressive Hybrid Fund rated?

C: 25 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Groww Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.