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NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 14 Dec 2018 – 20 Aug 2026, limited by Groww Aggressive Hybrid Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Groww Aggressive Hybrid Fund | Bank of India Mid & Small Cap Equity & Debt Fund | JM Aggressive Hybrid Fund | JM Aggressive Hybrid Fund | Nifty 50 | Nifty Smallcap 250 |
|---|---|---|---|---|---|---|
| 14 Dec 2018 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 05 Aug 2019 | ₹102.79 | ₹86.94 | ₹86.02 | ₹86.02 | ₹100.53 | ₹84.97 |
| 26 Mar 2020 | ₹89.69 | ₹82.02 | ₹74.95 | ₹74.95 | ₹79.97 | ₹60.70 |
| 15 Nov 2020 | ₹121.38 | ₹117.44 | ₹112.42 | ₹112.42 | ₹117.72 | ₹99.88 |
| 06 Jul 2021 | ₹141.54 | ₹162.16 | ₹142.32 | ₹142.32 | ₹146.39 | ₹166.49 |
| 25 Feb 2022 | ₹148.38 | ₹167.44 | ₹146.54 | ₹146.54 | ₹154.17 | ₹170.03 |
| 17 Oct 2022 | ₹156.56 | ₹173.26 | ₹156.48 | ₹156.47 | ₹160.21 | ₹178.20 |
| 08 Jun 2023 | ₹168.03 | ₹187.48 | ₹175.07 | ₹175.06 | ₹172.46 | ₹196.17 |
| 28 Jan 2024 | ₹196.30 | ₹246.51 | ₹234.74 | ₹234.73 | ₹197.61 | ₹280.52 |
| 18 Sep 2024 | ₹233.86 | ₹308.59 | ₹300.81 | ₹300.80 | ₹234.86 | ₹356.36 |
| 09 May 2025 | ₹218.82 | ₹276.12 | ₹266.97 | ₹266.96 | ₹222.18 | ₹290.87 |
| 29 Dec 2025 | ₹235.16 | ₹305.81 | ₹284.22 | ₹284.21 | ₹240.08 | ₹318.74 |
| 20 Aug 2026 | ₹233.07 | ₹329.96 | ₹293.75 | ₹293.74 | ₹224.26 | ₹353.71 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
| Overlap | Groww Aggressive Hybrid Fund | Bank of India Mid & Small Cap Equity & Debt Fund | JM Aggressive Hybrid Fund | JM Aggressive Hybrid Fund |
|---|---|---|---|---|
| Groww Aggressive Hybrid Fund | ||||
| Bank of India Mid & Small Cap Equity & Debt Fund | ||||
| JM Aggressive Hybrid Fund | ||||
| JM Aggressive Hybrid Fund |
JM Aggressive Hybrid Fund and JM Aggressive Hybrid Fund duplicate 100% of their equity book — holding both adds concentration, not diversification.
Shared holdings — JM Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
| Stock | JM Aggressive Hybrid Fund | JM Aggressive Hybrid Fund | |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd | 4.44% | 4.44% | 4.44% |
| Bharti Airtel Ltd | 4.39% | 4.39% | 4.39% |
| Bajaj Finance Ltd | 4.19% | 4.19% | 4.19% |
| One 97 Communications Ltd | 3.43% | 3.43% | 3.43% |
| Reliance Industries Ltd | 3.29% | 3.29% | 3.29% |
| Coforge Ltd | 3.25% | 3.25% | 3.25% |
| Apollo Hospitals Enterprise Ltd | 3.10% | 3.10% | 3.10% |
| HDFC Bank Ltd | 3.05% | 3.05% | 3.05% |
| Zomato Ltd | 3.04% | 3.04% | 3.04% |
| Larsen & Toubro Ltd | 2.86% | 2.86% | 2.86% |
| Ujjivan Small Finance Bank Ltd | 2.73% | 2.73% | 2.73% |
| NTPC Ltd | 2.73% | 2.73% | 2.73% |
| ICICI Bank Ltd | 2.65% | 2.65% | 2.65% |
| Kotak Mahindra Bank Ltd | 2.55% | 2.55% | 2.55% |
| Metropolis Healthcare Ltd | 2.43% | 2.43% | 2.43% |
32 more stocks in common. 47 shared of 47 / 47 positions. Weights are shown as a share of each fund's equity book.
| Metric | Groww · Direct · IDCW NAV ₹23.34 High risk ★★★★☆ | Bank of India · Direct · IDCW NAV ₹36.89 High risk ★★★★☆ | JM Financial · Direct · IDCW NAV ₹102.15 High risk ★★★★☆ | JM Financial · Direct · IDCW NAV ₹78.27 High risk ★★★☆☆ | Category median Aggressive Hybrid Fund · 46 funds |
|---|---|---|---|---|---|
| +1.04% | +9.05%Best in row | +3.25% | +3.25% | -0.13% | |
| +10.81% | +17.10%Best in row | +15.05% | +15.05% | +8.71% | |
| +9.91% | +14.95% | +15.01% | +15.00% | +9.07% | |
| — | +13.46%Best in row | +13.27% | +10.48% | +6.41% | |
| +11.64% | +13.70%Best in row | +12.22% | +11.42% | +8.71% | |
| +8.66% | +15.18%Best in row | +13.88% | +13.88% | — | |
| +14.14% | +15.75%Best in row | +14.73% | +12.01% | +9.75% | |
| +14.44% | +17.03%Best in row | +14.66% | +10.57% | +10.21% | |
| — | +13.46% | +13.48% | +10.98% | +7.64% | |
| Risk | |||||
| 10.52%Best in row | 15.08% | 12.53% | 12.53% | 11.39% | |
| 0.41 | 0.70 | 0.68 | 0.68 | 0.19 | |
| 0.56 | 0.94 | 0.94 | 0.94 | 0.26 | |
| -28.20%Best in row | -40.22% | -36.57% | -48.64% | -30.66% | |
| Nifty 50 | Nifty Smallcap 250 | Nifty 50 | Nifty 50 | — | |
| +2.47% | +2.76% | +5.89% | +5.89% | +0.53% | |
| 0.79 | 0.70 | 0.82 | 0.82 | 0.79 | |
| 85.6% | 73.0% | 99.2% | 99.2% | 83.6% | |
| 61.9% | 53.2%Best in row | 59.7% | 59.7% | 66.2% | |
| 2.07% | 0.89%Best in row | 1.16% | 1.16% | 1.10% | |
| ₹48.56Cr | — | ₹696.04Cr | ₹696.04Cr | ₹701.99Cr | |
| Up to 1.00% | — | 1.00% | 1.00% | — | |
| ₹500 | ₹1.00K | ₹100 | ₹100 | — | |
| ₹500 | ₹5.00K | ₹1.00K | ₹1.00K | — | |
| 32% | 36% | 18% | 18% | 37% | |
| Kaustubh Sule | Alok Singh · 9.5y | Ruchi Fozdar | Ruchi Fozdar | — | |
| 14 Dec 2018 | 27 Jul 2016 | 23 Dec 2014 | 03 Jan 2013 | — | |
| 86 | 68 | 47 | 47 | — | |
| 23.4% | 20.4% | 26.5% | 26.5% | — | |
| 8.9% | 3.0% | 1.4% | 1.4% | — | |
1 row carries the same value for every fund — show
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Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.