Sharpe ratio
0.44Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+0.78%1Y Absolute Return
-0.41%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth optionFund 5Y annualised return | ₹8,91,777 | ₹7,32,612 | ₹1,59,165 | +8.10% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.12
₹1 Lakh since launch₹1.12 Lakh
Fund age7.9 yrs
Fund information
Scheme code145599
ISININF666M01FA3
BenchmarkCRISIL Hybrid 35+65 Aggressive Index
CategoryHybrid Scheme - Aggressive Hybrid Fund
Expense ratio2.22%
Exit loadExit load of 1%, if redeemed within 7 days.
Minimum SIP₹500 SIP
Return comparison
69th / 159 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +124.19% | — | — |
| 3M | +8.07% | — | — |
| 6M | +11.94% | — | — |
| 1Y | +0.78% | — | -0.13% |
| 3Y | +10.31% | — | +8.78% |
| 5Y | +8.10% | — | +7.29% |
| Since Launch | +11.66% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.61Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
11.01%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.41How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity73.43%
Debt17.70%
Cash8.87%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 92 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| GOVERNMENT OF INDIA 36981 GOI 27JN33 6.68 FV RS 100 | Entities | GOI Securities | 8.8587% |
| HDFC BANK LIMITED CD 11SEP26 | Financial | Certificate of Deposit | 5.6136% |
| Repo | Unspecified | Repo | 5.4879% |
| HDFC Bank Ltd | Financial | Equity | 4.7214% |
| ICICI Bank Ltd | Financial | Equity | 3.8975% |
| Net Receivables | Unspecified | Net Receivables | 3.3826% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.3681% |
| Union Bank of India - 15/03/2027** | Financial | Certificate of Deposit | 2.2449% |
| Bharti Airtel Ltd | Technology | Equity | 2.2247% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.8499% |
Fund management
NI
Nikhil Satam
Since 2026 · Prior to joining Groww MF he was associated with Groww Invest Tech Private Ltd (formerly known as Nextbillion Technology Pvt. Ltd).
B. com, Masters in Finance.
PA
Paras Matalia
Since 2026 · Prior to joining Groww Mutual Fund, he has worked with Samco MF, Samco Sec. Ltd, Batliboi & Purohit and Mahajan & Aibara
Mr. Matalia has done B.Com and CA
KA
Kaustubh Sule
Since 2023 · Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he has worked with Axis Asset Management Company Ltd. HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
WI
Wilfred Peter Gonsalves
Since 2026 · Prior to joining Groww Mutual Fund, he has worked with Edelweiss Tokio Life Insurance and L&T Finance
Mr. Gonsalves has done CA and B.Com
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk hybrid scheme - aggressive hybrid fund. Ahead of its category average over 3Y by 1.5 points. Has fallen sharply before — down -28.2% at its worst.
Strengths
- Ahead of its category average over 3Y by 1.5 points.
- Well spread out — top 10 holdings are only 23% of the portfolio.
Weaknesses
- Has fallen sharply before — down -28.2% at its worst.
Ideal investor
- Needs a 4–5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 11.0% volatility.
Risk drivers
- None