G
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Groww Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
0.68%
AUM
₹3.28 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-38.16%
Poor
6 Months
-0.62%
Poor
1 Year
+5.57%
Below Average
3 Years
+11.74%
Below Average
5 Years
+11.85%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹3.28 Lakh
Recent Trend
Declining
Stability Score
17.5
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-34.79%
3Y
3Y CAGR
+429.03%
5Y
5Y CAGR
+6460.00%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
11.00%
Annualized standard deviation
Sharpe Ratio
0.763
Fair - Risk-adjusted return
Max Drawdown
-14.30%
Moderate - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.69%
Average daily price movement
Annualized Volatility
11.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance