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

Groww · Value/Contra
High
₹25.71
Current NAV
30 Oct 2026
-8.0%
1Y Return
9.9%
3Y CAGR
7.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.60).
  • Very large asset base (AUM: ₹11,650 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Value/Contra mandate.
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
1.60
Sharpe Ratio
1.50
Beta
0.10
Alpha
2.08
Sortino
Fund Details
Fund House Groww
Category Value/Contra
AUM ₹11650 Cr
Expense Ratio 1.50%
Min SIP ₹500
Min Lumpsum ₹1000
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