Groww Aggressive HybridQt IDCW-R
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation13.9%
Sharpe Ratio-0.61
Beta1.10
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Treps 01-Oct-2026Utilities24.11%
Kotak Mahindra Bank LimitedUtilities9.64%
HDFC Bank LtdFinancial Services4.61%
ICICI Bank LtdFinancial Services3.89%
Reliance Industries LtdEnergy & Infra3.36%
Union Bank Of IndiaUtilities2.27%
Bharti Airtel LtdServices2.17%
Larsen & Toubro LtdCapital Goods1.76%
State Bank of IndiaFinancial Services1.70%
Axis Bank LtdFinancial Services1.58%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)3.03%
Regulatory & Tax Information
INF666M01FP1
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)