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  • Groww Mutual Fund
  • Groww Value Fund (Growth)

Formerly Indiabulls Value Reg Gr

Groww Mutual Fund

Groww Value Fund (Growth)

EquityValue

23.8296

NAV (Apr 22)

15.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in value mutual funds.

Value funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Value Funds
Want the value funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.8296

NAV (Apr 22)

Fund Returns

Last 1Y
42.5%
Last 3Y
19.3%
Last 5Y
15.3%
Last 10Y
NA
Since Inception
10.6%
6 Month CAGR
20.8%

Scheme Information

Investment Objective

The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equityrelated securities of blue-chip large-cap companies. However,there can be no assurance that the investment objective of the scheme will be achieved. The Scheme does not assure or guarantee any returns.

Expense Ratio
2.29
Launched (9y ago)
Sep 07, 2015
AUM in Crores
17.481
ISIN
INF666M01BH7
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
18.4
Beta (3yr)
0.94
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0.999
Sharpe Ratio (5yr)
0.578
YTM
0
Fund Managers

Kaustubh Sule

Fund Manager

Madhu Babu

Fund Manager

Anupam Tiwari

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Groww Value Fund (Growth)70%10,72,919 3,40,30715.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-04-22

Top Stock Holdings

ccil

10.5%
10.5%

icici bank ltd

8.7%
8.7%

hdfc bank ltd

8.6%
8.6%

larsen & toubro ltd

8%
8%

ntpc ltd

5.5%
5.5%
See all holdings

Allocation by Sector

financial services

30.7%
30.7%

technology

13.2%
13.2%

consumer cyclical

11.2%
11.2%

industrials

10.4%
10.4%

utilities

6.7%
6.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Groww Mutual Fund

Groww Asset Management Ltd. manages assets worth 770 crores and was set up on April 10, 2008. It's current offering of mutual fund schemes includes 22 equity,85 debt and 14 hybrid funds.amc-img
phone-img80501 80222
Fund NameScripbox Opinion
Till Date CAGR

17.1%

11.8%

5.3%

7%

19.3%

10.6%

3.8%

6.2%

17.6%

9.9%

Groww Value Fund (G) Review

Groww Value Fund (G) is a Value Equity fund and has delivered an annualised return of 10.6% over a period of 8 years. The fund was previously known as Indiabulls Value Reg Gr. The fund is managed by Groww Asset Management Ltd.. The fund managers are Anupam Tiwari, Kaustubh Sule, Madhu Babu.

Nav of Groww Value Fund (G) as of 4/22/2024 is ₹23.83 with the total AUM as of 4/23/2024 is ₹17.481. With Scripbox you can compare and check the latest nav for all mutual funds in India. Groww Value Fund (G) was launched on Sep 07, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for Groww Value Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Groww Value Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Groww Value Fund (G) is rated as a 1 fund in Equity and delivered 42.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Groww Value Fund (G).

Frequently Asked Questions

What is Groww Value Fund (G)?

Groww Value Fund (G) is a Value Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Groww Value Fund (G)?

You can invest in Groww Value Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Groww Value Fund (G)?

The minimum sip amount for Groww Value Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Groww Value Fund (G) good to invest in?

As per Scripbox experts, Groww Value Fund (G) is a Not Recommended fund. You can investGroww Value Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Groww Value Fund (G)?

The expense ratio of the Groww Value Fund (G) is 2.29% for regular plan.