Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Strong capital defense: downside capture of 72% limits losses during market corrections.
- Expense ratio (2.83%) is higher than category median (2.2%), which creates fee drag over time.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.17% | +6.16% | +1.01% |
| 3 Months | +1.45% | +1.07% | +0.38% |
| 6 Months | +4.73% | +5.38% | -0.65% |
| 1 Year | +0.18% | +2.59% | -2.41% |
| 3 Years CAGR | +9.02% | +10.89% | -1.87% |
| 5 Years CAGR | +6.84% | +8.84% | -2.00% |
| 7 Years CAGR | +9.87% | +12.32% | -2.45% |
| Since Inception | +9.94% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -0.24% | +2.63% | -2.87% |
| 2025 | +5.20% | +6.01% | -0.81% |
| 2024 | +11.99% | +15.75% | -3.76% |
| 2023 | +18.44% | +20.35% | -1.91% |
| 2022 | +4.08% | +2.27% | +1.81% |
| 2021 | +17.77% | +23.77% | -6.00% |
| 2020 | +12.05% | +13.43% | -1.38% |
| 2019 | +10.99% | +10.39% | +0.60% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -22.19% | +11.08% | +7.30% | +62.22% | 80.4% | 28.4% |
| 3-Year Rolling | +6.35% | +12.33% | +12.12% | +22.16% | 100.0% | 6.7% |
| 5-Year Rolling | +5.03% | +12.40% | +12.80% | +19.24% | 100.0% | 2.9% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-19 | 2020-03-23 | -28.3% | 1 months | 7 months |
| 2021-10-18 | 2022-06-17 | -15.1% | 8 months | 5 months |
| 2024-09-26 | 2025-02-28 | -14.9% | 5 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related securities* - 65% to 80% Debt, Money Market instruments, Cash and equivalent - 20% to 35% *The Scheme may invest upto a maximum of 50% of its net assets in Derivatives | Per Scheme Mandate |
Investment Objective & Strategy
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 55.7 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| LIC MF Aggressive Hybrid Fund | 2.1 | +10.38% | 2.87% | 66.0% | Rs 574 cr | Compare → |
| Tata Aggressive Hybrid Fund | 2.3 | +8.47% | 2.10% | 76.2% | Rs 4,261 cr | Compare → |
| Invesco India Aggressive Hybrid Fund | 3.3 | +10.36% | 2.42% | 81.9% | Rs 787 cr | Compare → |
| Shriram Aggressive Hybrid Fund | 2.2 | +8.48% | 2.47% | 77.0% | Rs 53.1 cr | Compare → |
| Axis Aggressive Hybrid Fund | 3.3 | +10.31% | 2.20% | 74.6% | Rs 1,476 cr | Compare → |
Frequently Asked Questions about Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund
What is the expense ratio of Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund?
Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund has a total expense ratio (TER) of 2.83% with a base expense ratio of 2.07%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund?
Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund is managed by Paras Matalia (tenure: 0.6 years since 2026-04-01).
What are the historical returns of Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund?
Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund delivered a 3-year CAGR of 9.02% and a 5-year CAGR of 6.84%. Its 1-year return stands at +0.18%.
How large is Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund?
Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund manages assets of Rs 55.7 cr, placing it in the 'too small' size band relative to Aggressive Hybrid peers.
How is Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund scored on MFIQ?
Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund holds an MFIQ Score of 2.2/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund?
Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 10.68% with a maximum historical drawdown of -28.33%.