Home Funds Groww Multi Asset Allocation Fund Direct Growth

Groww Multi Asset Allocation Fund Direct Growth

Groww · Multi Asset
Moderate
₹10.18
Current NAV
25 Jun 2026
23.2%
1Y Return
13.2%
3Y CAGR
13.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.22%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.92).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.92
Sharpe Ratio
1.12
Beta
4.92
Alpha
1.12
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Fund Details
Fund House Groww
Category Multi Asset
AUM ₹2470 Cr
Expense Ratio 0.22%
Min SIP ₹500
Min Lumpsum ₹1000
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