Groww Aggressive Hybrid Fund
This is the Regular plan of Groww Aggressive Hybrid Fund — bought through a distributor, whose commission is paid out of its expense ratio. Income is retained in the fund, so it shows up as NAV rather than as a payout.
Performance
Scorecard
★☆☆☆☆1/5 vs 29 Aggressive Hybrid Fund peers- Performance 60%
- Risk 15%
- Cost 10%
- Downside 15%
How this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. The stars weight the same ground 60/15/10/15 (performance/risk/cost/downside) across every fund in the peer group. Ranked within Aggressive Hybrid Fund (same plan and option).
3Y CAGR +6.77% · ranks 26 of 28 Aggressive Hybrid Funds
Volatility 10.6% vs 10.9% category avg
2.9% expense vs 2.2% category avg
100% of rolling 3Y windows were positive
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
- Consistent — positive in 100% of rolling 3-year windows
Concerns
- Trails the Aggressive Hybrid Fund average on 3M/6M/1Y — 1Y by 3.56pp
- 3-year return (+6.77%) trails the Aggressive Hybrid Fund average (+9.26%)
- 5-year return (+6.01%) trails the Aggressive Hybrid Fund average (+8.19%)
- Weaker risk-adjusted returns — Sharpe 0.03 below the Aggressive Hybrid Fund average of 0.24
- High expense ratio (2.86%) vs the Aggressive Hybrid Fund average of 2.21%
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk and benchmark ratios
Fund vs category average (Aggressive Hybrid Fund)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | -4.14% | -3.65% | -0.49% |
| 3M abs | -3.63% | -2.89% | -0.74% |
| 6M abs | +3.07% | +6.17% | -3.10% |
| 1Y CAGR | -4.93% | -1.37% | -3.56% |
| 3Y CAGR | +6.77% | +9.26% | -2.49% |
| 5Y CAGR | +6.01% | +8.19% | -2.18% |
Category average across peers in Aggressive Hybrid Fund (up to 28 funds with data), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Category rank
Vs 28 peers in Aggressive Hybrid Fund
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
60 monthly installments of ₹10,000 into Groww Aggressive Hybrid Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Calendar-year returns
What the fund actually returned in each year, not the smoothed average.
| Year | Fund | Nifty 50 TRI | Diff | |
|---|---|---|---|---|
| 2026part | -6.71% | -12.85% | +6.14% | |
| 2025 | +5.20% | +11.97% | -6.77% | |
| 2024 | +11.99% | +10.16% | +1.83% | |
| 2023 | +18.44% | +21.69% | -3.25% | |
| 2022 | +4.08% | +5.68% | -1.60% | |
| 2021 | +17.77% | +25.49% | -7.72% | |
| 2020 | +12.05% | +16.57% | -4.52% | |
| 2019 | +10.99% | +13.43% | -2.44% | |
| 2018part | -0.30% | — | — |
January–December, from this fund's NAV history. Absolute return, not annualised. “part” marks a year the fund didn't run end to end — its first year, the current year so far, or one it stopped reporting in; those years show no benchmark comparison.
Recent changes
Expense-ratio, fund-manager, exit-load and minimum-investment changes we've picked up in the last 30 days.
- Expense ratio down: 2.91% → 2.86%02 Oct 2026
Taxation
Taxed as equityThis is an equity-oriented fund (≥65% in Indian equities), so gains get the concessional capital-gains rates below — they do not add to your income-tax slab.
Flat, on the whole gain
On gains above ₹1.25 L per financial year
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Asset allocation
As on 31 Aug 2026 · AMC disclosure- Equity72.34%
- Cash & Equivalents22.69%
- Debt4.97%
Fund size over time
Quarterly average AUM · AMFIAt or near its largest, ₹49.48Cr in January - March 2026. Size matters most where the mandate is narrow — a large small-cap or a very large flexi-cap book is harder to move without moving the price.
Net flow is an estimate: AMFI publishes a quarterly average AUM, not a closing balance, and it covers every plan and option of this scheme together, so it is a read on direction and rough size rather than a cash-flow statement.
AMC Profile
Groww Mutual Fund is the asset management arm of the Groww investing platform, which acquired Indiabulls Mutual Fund in 2023 and rebranded it. The house leans towards low-cost index and passive schemes alongside a small active line-up.
Fund Managers
PMParas MataliaStart date not disclosed
CA, CFA (US) and B. Com
Mr. Paras Matalia has about 7 years of experience in the capital Fund markets. He started out as an equity research Analyst with Samco Securities Limited. Just prior to joining Groww Mutual Fund, he was working with Samco Mutual Fund as Fund Manager and Head of Equities.
NSNikhil SatamStart date not disclosed
B. Com & Masters in Finance (MFM)
Mr. Nikhil Satam has over 11 years of work experience in the financial services industry. Since FOF June 2023, he has been working as an Equity dealer in existing equity schemes of Groww Asset Management Ltd. (Groww AMC), wherein he handles all active and passive scheme dealings. Additionally, he is also working as a backup Fund Manager for passive schemes. Prior to joining Groww AMC, he was associated with Groww Invest Tech Private Ltd (formerly known as Nextbillion Technology Pvt. Ltd). Earlier, he worked with Motilal Oswal and Kotak Securities as an Equity Dealer.
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KSKaustubh SuleStart date not disclosed
Senior – Fund Manager
B.E.(Computer) MBA(Finance)
Mr. Kaustubh has worked in Fixed Income trading and portfolio management for almost 14 years and 3 years in the IT industry as a software engineer. He has worked with Hexaware Technologies, Union Bank of India, Reliance Life insurance, HDFC Life insurance. He was working with Axis Asset Management Company as Fund Manager- Fixed Income before joining Groww. Place: Mumbai Date: June 03, 2026 Changes Appointed w.e.f July 31, 2026 Cessation w.e.f July 31, 2026 & Investor Cessation w.e.f July 31, 2026 Place: Mumbai Date: July 31, 2026
WGWilfred Peter GonsalvesStart date not disclosed
CA, B. Com from Mumbai University
Wilfred has over 7 years of experience in Investment Management, with a strong background in credit analysis, macroeconomics, fixed income, and gold. At Whiteoak Capital, where he worked for 1.5 years, Wilfred specialized as a dealer in Fixed Income securities and supported Gold ETF units trading. Prior to this, he served as a Fixed Income Dealer at Edelweiss Tokio Life Insurance for 3 years, where his responsibilities included Fixed Income trading and portfolio management. Additionally, at L&T Finance, Wilfred was part of the Deal Origination team for 2 years, conducting in-depth credit analysis to support investment decisions."
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Fund managers from the AMC's filed Scheme Summary — its most recent filing for this scheme. Benchmark and dealing terms from it and this scheme's SEBI-filed Scheme Information Document on AMFI. Each manager's qualifications and role are reconciled across every filing this fund house makes for them, including its Statement of Additional Information. Total AUM via AMFI.
Explore from here
Groww in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
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Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Aggressive Hybrid funds
Aggressive hybrid funds hold roughly 65–80% equity and the rest in debt. The bond sleeve cushions falls, making them a gentler entry into equities than a pure equity fund.
Frequently asked questions
What is the NAV of Groww Aggressive Hybrid Fund?
As of 05 Oct 2026, the NAV of Groww Aggressive Hybrid Fund is ₹19.81 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has Groww Aggressive Hybrid Fund delivered?
Groww Aggressive Hybrid Fund has returned -4.93% over 1 year, +6.77% per year over 3 years, +6.01% per year over 5 years and +9.13% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of Groww Aggressive Hybrid Fund?
Groww Aggressive Hybrid Fund charges an expense ratio of 2.86% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
What are the top holdings of Groww Aggressive Hybrid Fund?
Groww Aggressive Hybrid Fund's largest holdings are HDFC Bank Limited (4.3%), ICICI Bank Limited (4.1%), Reliance Industries Limited (3.5%), Union Bank of India 15-MAR-2027 (2.2%) and Bharti Airtel Limited (2.1%). Holdings are disclosed monthly and change over time.
How risky is Groww Aggressive Hybrid Fund?
Groww Aggressive Hybrid Fund is rated high on SEBI's risk-o-meter, its trailing-3Y volatility (annualised) is 10.6% and its worst peak-to-trough fall in our sample was -28.3%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What does the Sharpe ratio of 0.03 mean?
The Sharpe ratio is return earned per unit of total risk, above a 6.5% risk-free rate. Groww Aggressive Hybrid Fund's 0.03 means it has rewarded its volatility with excess return. Higher is better.
What is the benchmark of Groww Aggressive Hybrid Fund?
Groww Aggressive Hybrid Fund is benchmarked against the CRISIL Hybrid 35+65 - Aggressive Index. Its alpha and beta on this page are measured against that index.
Who manages Groww Aggressive Hybrid Fund?
Groww Aggressive Hybrid Fund is managed by Paras Matalia, Nikhil Satam, Kaustubh Sule and Wilfred Peter Gonsalves at Groww.
How is Groww Aggressive Hybrid Fund taxed?
Groww Aggressive Hybrid Fund is an equity-oriented fund, so its capital gains get concessional rates: short-term gains (units held under 1 year) are taxed at 20%, and long-term gains (held 1 year or more) at 12.5% above a ₹1.25 lakh per-year exemption. These rates apply on redemption and don't add to your income-tax slab.