Groww Multi Asset Allc

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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

Maximum Drawdown-9.7% | Oct 2024

Upside Capture106%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

SectoralAllocation

Financial Services34.4%

Utilities1%

Consumers20.33%

Capital Goods18.77%

Services12.47%

Energy & Infra8.07%

Technology4.97%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Groww Gold ETFUtilities12.18%

Treps 01-Sep-2026Utilities9.97%

Net Receivable/PayableUtilities9.52%

ICICI Bank LtdFinancial Services4.01%

HDFC Bank LtdFinancial Services3.78%

Reliance Industries LtdEnergy & Infra2.99%

Mahindra & Mahindra LtdConsumers2.94%

Bajaj Finance LtdFinancial Services1.97%

Bharti Airtel LtdServices1.86%

Larsen & Toubro LtdCapital Goods1.74%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.68%

Regulatory & Tax Information

INF666M01MD3

ISIN

DailyDealing Frequency

CRISIL Hybrid 50+50 Moderate TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)