Formerly Indiabulls Value Reg IDCW-R
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 23.978
NAV (Apr 24)
Last 1Y | 42.6% |
Last 3Y | 19.7% |
Last 5Y | 15.3% |
Last 10Y | NA |
Since Inception | 10.7% |
6 Month CAGR | 23.7% |
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 | INF666M01BJ3 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 18.3 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 0.999 |
Sharpe Ratio (5yr) | 0.578 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Groww Value Fund (RIDCW-A) | 10,72,919 | 3,40,307 | 15.3% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
ccil
10.5%icici bank ltd
8.7%hdfc bank ltd
8.6%larsen & toubro ltd
8%ntpc ltd
5.5%financial services
30.7%technology
13.2%consumer cyclical
11.2%industrials
10.4%utilities
6.7%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Groww Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
17.4% | 11.8% | ||
5.3% | 7% | ||
3.8% | 6.2% | ||
19.7% | 10.7% | ||
18.1% | 10% |
Groww Value Fund (RIDCW-A) is a Value Equity fund and has delivered an annualised return of 10.7% over a period of 8 years. The fund was previously known as Indiabulls Value Reg IDCW-R. The fund is managed by Groww Asset Management Ltd.. The fund managers are Anupam Tiwari, Kaustubh Sule, Madhu Babu.
Nav of Groww Value Fund (RIDCW-A) as of 4/24/2024 is ₹23.98 with the total AUM as of 4/25/2024 is ₹17.481. With Scripbox you can compare and check the latest nav for all mutual funds in India. Groww Value Fund (RIDCW-A) was launched on Sep 07, 2015. The category risk of the fund is Very High Risk.
The minimum SIP amount for Groww Value Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 42.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Groww Value Fund (RIDCW-A).
What is Groww Value Fund (RIDCW-A)?
How to invest in Groww Value Fund (RIDCW-A)?
You can invest in Groww Value Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Groww Value Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Groww Value Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Groww Value Fund (RIDCW-A) is a Not Recommended fund. You can investGroww Value Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Groww Value Fund (RIDCW-A) is 2.29% for regular plan.