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Groww Value Fund (formerly known as Indiabulls Value Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment.

Groww · Sectoral
Very High
₹21.09
Current NAV
25 Jun 2026
34.5%
1Y Return
31.5%
3Y CAGR
18.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.95).
  • Well-diversified portfolio aligned with the Sectoral 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: Very High Risk
Low Moderate High Very High
Risk Metrics
0.95
Sharpe Ratio
1.15
Beta
6.95
Alpha
1.19
Sortino
Fund Details
Fund House Groww
Category Sectoral
AUM ₹2500 Cr
Expense Ratio 1.55%
Min SIP ₹500
Min Lumpsum ₹1000
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