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Groww Small Cap Fund-Regular-IDCW

Groww · Small Cap
Very High
₹11.55
Current NAV
25 Jun 2026
41.0%
1Y Return
28.0%
3Y CAGR
25.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.60).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.60).
  • Very large asset base (AUM: ₹18,150 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.60
Sharpe Ratio
1.20
Beta
2.60
Alpha
2.08
Sortino
Fund Details
Fund House Groww
Category Small Cap
AUM ₹18150 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
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