Groww Aggressive Hybrid Fund(G)-Direct Plan

Aggressive Hybrid Fund
1 Finance Score:25 /100
1 Finance Rank

This fund ranks 29th out of 29 funds in its category.

29
AUM 45 Cr
Expense Ratio0.85%

Strengths and Weaknesses

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High expense ratio compared to its category average.

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The fund has low historical risk-adjusted returns.

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During periods of market volatility, this fund's risk management strategy falls short of providing adequate protection to investors.

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Limited ability to outperform the benchmark.

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Under debt allocation, the fund has a high modified duration indicating it is more sensitive to changes in market interest rates, suggesting higher risk for the fund.

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Under debt allocation, the fund holds low quality bonds and securities or maintains a concentrated portfolio.

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Within the debt allocation, the fund may experience the potential for lower returns due to its maintenance of a low Yield to Maturity (YTM).

Who should invest? 

Individuals in pursuit of a predominantly equity oriented fund with a limited allocation to debt (20% to 35%) for longterm wealth creation may discover this fund as a suitable choice.

Who should avoid? 

Conservative investors in search of a less volatile fund should avoid this fund.

This analysis is updated as on March 2025.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

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Did you know?

Hybrid funds invest in multiple asset classes, combining equities and debt, and sometimes even assets like gold and silver. This diversification renders them less volatile than pure equity funds.
Conservative investors frequently lean towards hybrid funds owing to their diminished volatility in comparison to pure equity funds.
Categories like the 'Balanced Advantage Fund' can adjust their equity and debt allocation according to market conditions, providing a high level of flexibility.
There exist six distinct categories of hybrid funds, each with unique investment strategies. Seeking qualified advice when venturing into these investments is advisable.