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Sunday, 19 Jul 2026 · IST
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Groww

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Latest NAV
₹22.3509
As of
17 Jul 2026
1,585 NAV records on file
Category
Aggressive Hybrid Fund
Plan type
Dividend
Structure
Close-ended
AMFI Scheme Code
145602
ISIN (Growth)
INF666M01FH8
ISIN (Dividend)
INF666M01FI6

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period
No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window Fund Category avg +/− vs avg Rank Quartile
1D +0.40% +0.20% +0.20 15 / 55 Q2
1W -0.18% -0.16% -0.02 35 / 55 Q3
2W +0.17% +0.10% +0.08 28 / 55 Q3
1M +1.09% +0.84% +0.25 34 / 55 Q3
3M +1.14% +1.61% -0.46 36 / 55 Q3
6M -1.28% -0.75% -0.52 27 / 55 Q2
YTD -2.70% -2.54% -0.16 26 / 55 Q2
1Y +0.24% -0.18% +0.43 20 / 55 Q2
2Y +0.41% +1.30% -0.90 21 / 54 Q2
3Y +9.71% +9.24% +0.47 27 / 55 Q2
4Y +11.58% +11.12% +0.46 24 / 52 Q2
5Y +10.07% +9.61% +0.46 22 / 49 Q2
7Y +11.68% +11.18% +0.50 23 / 48 Q2
10Y
Inception +11.15% +8.35% +2.80 21 / 55 Q2

Quartile legend: Q1 top 25%  Q2 25-50%  Q3 50-75%  Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year Fund Category avg +/− vs avg Rank
2026 YTD -2.70% -2.48% -0.22 24 / 50
2025 +6.12% +1.24% +4.88 13 / 53
2024 +13.74% +15.74% -2.00 33 / 53
2023 +19.34% +19.87% -0.53 24 / 53
2022 +5.62% +2.08% +3.54 17 / 50
2021 +19.23% +22.26% -3.03 34 / 51
2020
2019
2018

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling
+14.84%
67 windows
min -14.8% · max 54.0%
94% positive
3-Year rolling
+14.55%
47 windows
min 9.7% · max 25.1%
100% positive
Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.
5-Year rolling
+14.43%
21 windows
min 10.0% · max 21.3%
100% positive
Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.
7-Year rolling
+12.02%
5 windows
min 11.5% · max 12.7%
100% positive
Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period
Total invested
Today's value
XIRR
Annualised
Wealth multiplier
Period Total invested Today's value XIRR Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation
10.48%
3-year · annualised
Sharpe ratio
0.32
vs risk-free 6.5%
Sortino ratio
0.53
Downside-only deviation
Max drawdown
-14.34%
Sep 2024 → Feb 2025
% positive months
66.7%
Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Recent NAVs

Date NAV
17 Jul 2026 ₹22.3509
16 Jul 2026 ₹22.2614
15 Jul 2026 ₹22.2945
14 Jul 2026 ₹22.2745
13 Jul 2026 ₹22.3806
10 Jul 2026 ₹22.3912
9 Jul 2026 ₹22.2095
8 Jul 2026 ₹22.0885
7 Jul 2026 ₹22.4049
6 Jul 2026 ₹22.4232

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is ₹22.3509. It's a Aggressive Hybrid Fund from Groww, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) has NAV history starting from 14 Dec 2018, a track record of about 7 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is managed by Groww. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.
Over the trailing 1-year window, Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) has delivered a absolute return of 0.24% — +0.43 pp ahead of the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #20 of 55 in its category — the second (Q2) quartile.
Over the trailing 3-year window, Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) has delivered a CAGR of 9.71% — +0.47 pp ahead of the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #27 of 55 in its category — the second (Q2) quartile.
Over the trailing 5-year window, Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) has delivered a CAGR of 10.07% — +0.46 pp ahead of the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #22 of 49 in its category — the second (Q2) quartile.
₹1 lakh invested in Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) exactly 5 years ago would be worth approximately ₹161,555 today — a multiplier of 1.62×, based on the 5-year CAGR of 10.07%. The category average over the same window would have grown ₹1 lakh to ₹158,209.
A ₹10,000 monthly SIP in Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) over the last 5 years — total invested ₹600,000 — would be worth ₹742,497 today. That's an XIRR (money-weighted annualised return) of 8.45%.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,041,452 — XIRR 10.36%.
On a 5-year basis, Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) ranks #22 out of 49 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.61%; this fund delivered 10.07%.
The worst peak-to-trough decline Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) has experienced over the last 5-year window is 14.34% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.
Across all 5-year rolling windows, Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) averaged 14.43% (best 21.27%, worst 9.98%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.
In calendar year 2025, Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) returned 6.12% — beating the Aggressive Hybrid Fund category average of 1.24% by 4.88 pp. It ranked #13 of 53 in its category that year.
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.
We don't give personal investment advice. Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Direct Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) is suitable for an investor whose:
  • horizon is 3-5 years — too short for pure equity, too long for pure debt
  • wants a single fund that automatically rebalances between equity and debt
  • is comfortable trading some upside for lower volatility vs a pure equity fund
Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.3%. 5-year CAGR: 10.07%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

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