Aggressive Hybrid FundGroww Asset Management Limited

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option

Benchmark: CRISIL Hybrid 35+65 - Aggressive Index · Riskometer: Very High

₹23.5802

NAV (2026-08-31)

₹53.344 Cr

AUM (2026-08-31)

2.07%

EXPENSE RATIO (DIRECT)

2018-11-22

INCEPTION

DQuality · 41.8/100

DSafety · 33.4/100

DCompound · 48.8/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

Min rolling CAGRMedian rolling CAGRMax rolling CAGR

Category RankRisk MetricsHoldingsSimilar FundsPunji Analytics

Metric	Value	Percentile	Category median
3Y Rolling CAGR	13.8%	38.71^th	14.6%
3Y Sharpe Ratio	0.37	16.13^th	0.52
3Y Alpha	-0.4%	12.9^th	1.3%
3Y Std Deviation	10.2%	58.06^th (lower is better)	10.3%

0.3677

0.5186

-0.363

1.0143

10.1728

-14.3439

100.9956

102.5501

3.0446

Tracking Error (%)

0.7411

Calmar Ratio

3-year window vs. CRISIL Hybrid 35+65 - Aggressive Index.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

Other 24.6425%Banks 18.2604%IT - Software 4.3128%Automobiles 4.2662%Finance 4.0162%Petroleum Products 3.6195%Telecom - Services 3.0654%Pharmaceuticals & Biotechnology 2.9075%Ferrous Metals 2.6171%Consumer Durables 2.3765%Retailing 2.0921%Auto Components 1.9239%Non - Ferrous Metals 1.881%Capital Markets 1.8491%Construction 1.8089%Diversified FMCG 1.7714%Cement & Cement Products 1.7404%Agricultural Food & other Products 1.6871%Financial Technology (Fintech) 1.5783%Healthcare Services 1.2985%Chemicals & Petrochemicals 1.1894%Insurance 1.165%Power 1.0555%Transport Infrastructure 1.0018%Leisure Services 0.9133%Electrical Equipment 0.7776%Beverages 0.6428%Diversified Metals 0.637%Personal Products 0.5946%Agricultural, Commercial & Construction Vehicles 0.5835%Minerals & Mining 0.5807%Aerospace & Defense 0.5642%Fertilizers & Agrochemicals 0.5633%Realty 0.5358%Food Products 0.5104%Metals & Minerals Trading 0.4734%Industrial Products 0.4637%Oil 0.0333%

TOP HOLDINGS

TREPS 03-AUG-2026 ()11.8985%

HDFC Bank Limited 11-SEP-2026**# ()5.5094%

HDFC Bank Limited (Banks)4.6042%

ICICI Bank Limited (Banks)4.1366%

Net Receivable/Payable ()4.0749%

Reliance Industries Limited (Petroleum Products)3.6195%

Bharti Airtel Limited (Telecom - Services)2.3817%

Union Bank of India 15-MAR-2027# ()2.2018%

Larsen & Toubro Limited (Construction)1.8089%

State Bank of India (Banks)1.7831%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund: