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Groww Value Fund (formerly known as Indiabulls Value Fund) - Direct Plan - Growth Option

Groww · Value/Contra
High
₹31.20
Current NAV
30 Oct 2026
-6.6%
1Y Return
11.4%
3Y CAGR
9.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.93).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.93).
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: High Risk
Low Moderate High Very High
Risk Metrics
1.93
Sharpe Ratio
0.93
Beta
5.93
Alpha
2.57
Sortino
Fund Details
Fund House Groww
Category Value/Contra
AUM ₹2480 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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