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Groww Nifty Smallcap 250 Index Fund Direct Growth

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Overview

Groww Nifty Smallcap 250 Index Fund Direct Growth

Groww Mutual Fund

The Scheme seeks to investment return that corresponds to the performance of Nifty Smallcap 250 Total Return Index subject to tracking error.

Investments in Groww Nifty Smallcap 250 Index Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.

Latest NAV

₹ 10.4774

Fund Size (AUM)

₹94.93 Cr

Risk

Very High (Risk rating: 6/10)

Minimum Investment

Lumpsum: ₹ 500

SIP: ₹500

Launch Date

29-Feb-2024

Expense Ratio

0.45%

Exit Load

Exit load of 0.25%, if redeemed within 7 days.

Benchmark

NIFTY Smallcap 250 Total Return Index

Standard Deviation

N/A

History

Performance & Ratios

1-Year SIP Return

-28.58%

3-Year SIP Return

N/A

5-Year SIP Return

N/A

Mean Return

N/A

Alpha

-

Beta

-

Sharpe Ratio

-

Sortino Ratio

-

Information Ratio

-

Returns
1Y 3Y 5Y All Time
Fund Returns 3.71% N/A N/A N/A
Category Average 5.65% 17.46% 34.17% N/A
Rank Within Category 34 N/A N/A N/A

Holdings (250)

Company Sector Instrument Assets
Multi Commodity Exchange Of India Ltd. Services Equity 1.6%
Laurus Labs Ltd. Healthcare Equity 1.42%
Crompton Greaves Consumer Electricals Ltd. Consumer Discretionary Equity 1.34%
Central Depository Services (India) Ltd. Financial Equity 1.28%
Radico Khaitan Ltd. Consumer Staples Equity 1.12%
Computer Age Management Services Ltd. Services Equity 1.05%
Cholamandalam Financial Holdings Ltd. Financial Equity 1.02%
Karur Vysya Bank Ltd. Financial Equity 0.97%
Krishna Institute of Medical Sciences Ltd Healthcare Equity 0.93%
Amber Enterprises India Ltd. Consumer Discretionary Equity 0.87%

Holdings Analysis

Peer Comparison

Peer Comparison

Fund Name AUM (₹ Cr) 1Y Return (%) 3Y Return (%) Expense Ratio (%) Rating
Invesco India Smallcap Fund Direct Growth 5884.64 16.15 23.78 0.41 N/A
Tata Small Cap Fund Direct Growth 9203.23 9.92 22.56 0.3 N/A
Nippon India Small Cap Fund Direct Growth 55490.73 7.52 22.05 0.73 N/A
Franklin India Smaller Companies Fund Direct Growth 11969.61 4.21 21.86 0.98 N/A
Quant Small Cap Fund Direct Plan Growth 24892.62 -0.92 20.89 0.69 N/A

SIP, STP & SWP Details

Systematic Investment Plan (SIP):

Frequency: Monthly

Min Amount: ₹ 500

Multiplier: 1

Systematic Transfer Plan (STP):

Frequency: MONTHLY

Dates: 2, 8, 15, 23

Min Amount: ₹ 500

Min Installments: 12

Systematic Withdrawal Plan (SWP):

Frequency: MONTHLY

Dates: 2, 8, 15, 23

Min Amount: ₹ 500

Min Installments: 12

AMC Details

Asset Management Company

Groww Mutual Fund

Indiabulls Mutual Fund started their mutual fund on 24/03/2011 and its managing total assets of Rs. 10,577 Cr. Its ranked at 24 as per total assets at end of 30th Sep 2017. Groww Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.

Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.

The fund house was established on March 24th, 2011 and has a current asset under management of Rs.7992.42 crore. (As of June 2018). Indiabulls Trustee Company Ltd.acts as the trustee company to the asset management company.

The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.

It is located in 110 towns and has 220 established branches across the country.

Launch Date

2008-04-10T00:00:00.700Z

Total AUM

₹ 1612.3 Cr

Address

505 – 5th Floor, Tower 2B, One World Centre, Near Prabhadevi Railway Station, Lower Parel,Maharashtra Mumbai 400013

Phone

8050180222

Website

http://growwmf.in

Sub Type

Contra

Sub Type Info

Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.

Tax Impact

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Stamp Duty

0.005% (from July 1st, 2020)

Fund Manager Details

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Frequently Asked Questions

How is the overall rating calculated?

The overall rating for Groww Nifty Smallcap 250 Index Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.

What are the top stocks of Groww Nifty Smallcap 250 Index Fund Direct Growth?

The top stocks held by Groww Nifty Smallcap 250 Index Fund Direct Growth include Multi Commodity Exchange Of India Ltd., Laurus Labs Ltd., Crompton Greaves Consumer Electricals Ltd..

Which industries does Groww Nifty Smallcap 250 Index Fund Direct Growth invest in?

Groww Nifty Smallcap 250 Index Fund Direct Growth primarily invests in the following industries: Services, Healthcare, Consumer Discretionary.

Who is the fund manager of Groww Nifty Smallcap 250 Index Fund Direct Growth?

The fund manager of Groww Nifty Smallcap 250 Index Fund Direct Growth is Aakash Ashokkumar Chauhan.

How many years has the fund manager been managing Groww Nifty Smallcap 250 Index Fund Direct Growth?

Aakash Ashokkumar Chauhan: Calculating...

What is the minimum investment for Groww Nifty Smallcap 250 Index Fund Direct Growth?

The minimum investment for Groww Nifty Smallcap 250 Index Fund Direct Growth is ₹500 for lumpsum investments and ₹500 for SIPs.

What are the average 1-year returns for Groww Nifty Smallcap 250 Index Fund Direct Growth?

Calculating...

What are the average 3-year returns for Groww Nifty Smallcap 250 Index Fund Direct Growth?

Calculating...

What is the expense ratio of Groww Nifty Smallcap 250 Index Fund Direct Growth, and how does it compare to its category?

The expense ratio of Groww Nifty Smallcap 250 Index Fund Direct Growth is 0.45%. The average expense ratio for similar funds in the Equity is Calculating....