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MF_145599

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹22,466.15
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.81%
MF_145599 Return
Benchmark CAGR
11.40%
Nifty 50
Inflation Adj. CAGR
5.49%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.74
Volatility vs Benchmark
Sharpe Ratio
0.41
Risk-Adjusted Return
Sortino Ratio
0.58
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 50% 11% 27%
60 days 50% 8% 17%
90 days 49% 7% 13%
180 days 46% 5% 7%
1Yr 44% 3% 5%
3Yr 28% 1% 2%
5Yr 14% 1% 2%
7Yr 0% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option Nifty 50
30 days 1.4% | -54.7% | 14.7% | 138.6% 26.6% | -62.2% | 13.9% | 201.9%
60 days -24.8% | -41.4% | 14.2% | 100.2% -23.0% | -50.4% | 15.6% | 138.5%
90 days -18.8% | -48.9% | 15.2% | 80.5% -25.0% | -60.4% | 15.5% | 119.3%
1 Year -5.5% | -10.5% | 8.8% | 45.1% -10.0% | -18.7% | 10.4% | 61.0%
3 Years 8.8% | 8.9% | 13.8% | 20.8% 7.7% | 7.1% | 15.3% | 26.7%
5 Years 7.0% | 7.5% | 14.7% | 19.4% 6.4% | 6.3% | 16.1% | 23.4%
7 Years 10.5% | 10.5% | 11.8% | 13.4% 11.2% | 11.2% | 12.5% | 14.9%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
July 4, 2019 Oct. 18, 2019 106 days 7% Nifty 50: 10% 10954 10237 10986
Feb. 19, 2020 Nov. 5, 2020 260 days 28% Nifty 50: 37% 11516 8270 11653
Jan. 12, 2021 Feb. 3, 2021 22 days 6% Nifty 50: 6% 13298 12511 13378
Oct. 18, 2021 Nov. 8, 2022 386 days 14% Nifty 50: 16% 16419 14119 16431
Dec. 1, 2022 May 30, 2023 180 days 7% Nifty 50: 10% 16849 15751 16864
Sept. 26, 2024 Jan. 2, 2026 463 days 14% Nifty 50: 15% 23955 20519 24018
Jan. 2, 2026 Oct. 30, 2026 301 days 11% Nifty 50: 15% 24018 21330 22466