Home Funds Groww Multi Asset Allocation Fund Direct IDCW

Groww Multi Asset Allocation Fund Direct IDCW

Groww · Multi Asset
Moderate
₹10.18
Current NAV
25 Jun 2026
19.6%
1Y Return
13.6%
3Y CAGR
20.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.56%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
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
0.96
Sharpe Ratio
0.56
Beta
1.96
Alpha
1.21
Sortino
Fund Details
Fund House Groww
Category Multi Asset
AUM ₹1010 Cr
Expense Ratio 0.56%
Min SIP ₹500
Min Lumpsum ₹1000
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