To generate periodic returns and long term capital appreciation from a judicious mix of equity and debt instruments.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.58% | -3.52% | -2.65% | -4.78% | -6.37% | -2.63% | 6.76% | 7.62% | 5.2% | N/A | 9.13% |
| Category returns | -2.76% | -3.39% | -1.17% | -2.16% | -3.47% | -0.49% | 8.89% | 10.15% | 7.53% | 10.37% | N/A |
| Absolute returns | -2.58% | -3.52% | -2.65% | -4.78% | -6.37% | -5.19% | 21.7% | 34.18% | 28.85% | N/A | 98.63% |
| Rank within category | 14/30 | 15/30 | 21/29 | 21/29 | 22/29 | 24/29 | 24/29 | 25/29 | 27/29 | N/A | N/A |
| Aggressive Hybrid Fund | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 10.99% | 12.05% | 17.77% | 4.08% | 18.44% | 11.99% | 5.2% | -6.47% |
| Q1 returns | N/A | 5.3% | -21.12% | 5.01% | -1.19% | -2.67% | 5.6% | -2.92% | -10.67% |
| Q2 returns | N/A | 2.42% | 10.97% | 3.29% | -7.06% | 7.58% | 8.13% | 6.75% | 7.15% |
| Q3 returns | N/A | -0.67% | 7.6% | 8.86% | 7.71% | 2.16% | 4.03% | -1.22% | -2.3% |
| Q4 returns | N/A | 3.62% | 18.98% | -0.26% | 5.22% | 10.73% | -5.72% | 2.76% | 0.01% |
1% on or before 7D, Nil after 7D
| Alpha | -0.112622 |
| Beta | 1.1288 |
| Sharpe Ratio | 0.0328897 |
| Sortino Ratio | 0.0569082 |
| R-Squared | 0.9406 |
| Tracking Error | 0.8036 |
| Downside Risk | 16.6484 |
| Std. Deviation (Annualised) | 10.5885 |
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Aggressive Hybrid Fund - Regular Plan - Growth | -3.72% | -0.1% | 5.14% | 11.19% | 9.99% | 14.08% | 11.8% | 14.43% | 14.95% | 2,195.61 | 2.25 | 0.19 | Very High |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | -2.25% | -2.03% | 1.6% | 1.74% | 0.67% | 12.1% | 8.65% | N/A | 10.69% | 2,663.00 | 2.25 | 0.17 | Very High |
| ICICI Prudential Aggressive Hybrid Fund - Growth | -2.78% | -4.67% | -3.63% | -4.02% | -4.44% | 11.28% | 11.73% | 13.77% | 14.54% | 50,706.10 | 1.61 | 0.17 | Very High |
| HSBC Aggressive Hybrid Fund - Regular Plan - Growth | -3.27% | -0.86% | 3.4% | 4.14% | -0.31% | 11.16% | 8.47% | 10.16% | 11.81% | 5,651.50 | 1.96 | 0.14 | Very High |
| Quant Aggressive Hybrid Fund - Growth | -4.07% | -6.93% | 1.26% | 4.75% | 1.23% | 10.88% | 9.54% | 14.42% | 15.94% | 2,107.64 | 2.73 | 0.12 | Very High |
| SBI Aggressive Hybrid Fund - Regular Plan - IDCW | -1.92% | -3.38% | -0.9% | -0.14% | -1.79% | 10.53% | 7.76% | 10.88% | 14.53% | 86,162.80 | 1.40 | 0.14 | Very High |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | -2.47% | -2.72% | -0.85% | -1.52% | -3.16% | 10.37% | 10.06% | 11.47% | 11.28% | 3,874.96 | 2.08 | 0.13 | Very High |
| Kotak Aggressive Hybrid Fund - Regular Plan - IDCW | -3.59% | -4% | -1.15% | 0.22% | -2.61% | 10.33% | 9.07% | 11.18% | 12.63% | 9,040.28 | 1.89 | 0.13 | Very High |
| Navi Aggressive Hybrid Fund - Regular Plan - Growth | -1.58% | 0.55% | 5.56% | 6.11% | 5.56% | 10.21% | 8.45% | N/A | 9.7% | 115.21 | 2.60 | 0.12 | Very High |
| Groww Aggressive Hybrid Fund - Regular Plan - Growth Current | -2.58% | -3.52% | -2.65% | -4.78% | -6.37% | 6.76% | 5.2% | N/A | 9.13% | 51.17 | 2.91 | 0.03 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| TREPS 01-OCT-2026 | Cash & Cash Equivalents and Net Assets | 24.11% | |
| Kotak Mahindra Bank Limited 18-DEC-2026**# | Certificate of Deposit | 9.64% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 4.61% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 3.89% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 3.36% |
| Union Bank of India 15-MAR-2027**# | Certificate of Deposit | 2.27% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.17% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.76% |
| State Bank Of India | Banks | Domestic Equities | 1.70% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.58% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.40% |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.31% |
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.25% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.21% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 1.20% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.08% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.07% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.96% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.92% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.92% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 0.91% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.91% |
| Eternal Ltd. | Retailing | Domestic Equities | 0.90% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 0.90% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 0.85% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.84% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 0.83% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 0.76% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.76% |
| JSW Steel Ltd. | Ferrous Metals | Domestic Equities | 0.74% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.74% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.73% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 0.70% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.70% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.69% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 0.68% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.68% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.68% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.67% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.67% |
| HDFC Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.67% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.67% |
| Suzlon Energy Ltd. | Electrical Equipment | Domestic Equities | 0.65% |
| Dr. Reddy's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.64% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.64% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 0.64% |
| Vedanta Ltd. | Diversified Metals | Domestic Equities | 0.64% |
| BSE Ltd. | Capital Markets | Domestic Equities | 0.64% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 0.62% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.61% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.61% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 0.61% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.60% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.60% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.59% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.59% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.58% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.57% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 0.57% |
| NTPC Ltd. | Power | Domestic Equities | 0.57% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.56% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.56% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 0.56% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.55% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.55% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 0.54% |
| Punjab National Bank | Banks | Domestic Equities | 0.53% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 0.51% |
| UPL Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.51% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.51% |
| REC Ltd. | Finance | Domestic Equities | 0.51% |
| Yes Bank Ltd. | Banks | Domestic Equities | 0.50% |
| NMDC Ltd. | Minerals & Mining | Domestic Equities | 0.49% |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 0.48% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.48% |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 0.45% |
| Nestle India Ltd. | Food Products | Domestic Equities | 0.45% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.44% |
| Steel Authority Of India Ltd. | Ferrous Metals | Domestic Equities | 0.44% |
| Shree Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.43% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.42% |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.40% |
| National Aluminium Company Ltd. | Non - Ferrous Metals | Domestic Equities | 0.37% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.34% |
| Vedanta Oil and Gas Ltd. | Oil | Domestic Equities | 0.03% |
| Vedanta Power Ltd. | Power | Domestic Equities | 0.03% |
| Net Receivable/Payable | Cash & Cash Equivalents and Net Assets | -5.76% | |
| Total | 100.00% | ||
Mr. Kaustubh has worked in Fixed Income trading and portfolio management for almost 15 years and 3 years in the IT industry as a software engineer. He has worked with Hexaware Technologies, Union Bank of India, Reliance Life insurance , HDFC Life insurance. He was working with Axis Asset Management Company as Fund Manager-Fixed.
Paras Matalia has an experience of nearly 6 years in capital markets. He is the Head of Equity Research for Samco Mutual Fund where he has played pivotal role in analysing investments and construction of the fund portfolio. He has been crucial in the creation of the proprietary HexaShield framework which does periodic scenario analysis on fundamentals of thousands of companies across the globe. Being tech-savvy he has a strong understanding of how to leverage technology to improve the investment and portfolio management prowess. He started his career as an equity research analyst for creating StockBasket portfolios (A long-term thematic research and investment platform).
Wilfred has over 7 years of experience in Investment Management, with a strong background in credit analysis,macroeconomics, fixed income, and gold. At Whiteoak Capital, where he worked for 1.5 years, Wilfred specialized as a dealer in Fixed Income securities and supported Gold ETF units trading. Prior to this, he served as a Fixed Income Dealer at Edelweiss Tokio Life Insurance for 3 years, where his responsibilities included Fixed Income trading and portfolio management. Additionally, at L&T Finance, Wilfred was part of the Deal Origination team for 2 years, conducting in-depth credit analysis to support investment decisions.
Mr. Nikhil Satam has over 6 years of work experience in the financial services industry. Since June 2023, he has been working as an Equity dealer in existing equity schemes of Groww Asset Management Ltd. (Groww AMC), wherein he handles all active and passive scheme dealings. Additionally, he is also working as a backup Fund Manager for passive schemes. Prior to joining Groww AMC, he was associated with Groww Invest Tech Private Ltd. (formerly known as Nextbillion Technology Pvt. Ltd). Earlier, he worked with Motilal Oswal and Kotak Securities as an EquityDealer.
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