Holdings (15)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Nippon India Large Cap Fund Direct-Growth | NA | Mutual Fund | 14.07701793% |
| ICICI Prudential Large Cap Fund Direct-Growth | NA | Mutual Fund | 14.05878185% |
| Motilal Oswal Large and Midcap Fund Direct - Growth | NA | Mutual Fund | 11.68340993% |
| Kotak Contra Fund Direct-Growth | NA | Mutual Fund | 9.41714563% |
| Invesco India Mid Cap Fund Direct-Growth | NA | Mutual Fund | 9.33001533% |
| Aditya Birla Sun Life Consumption Direct Fund-Growth | NA | Mutual Fund | 7.50001165% |
| HDFC Credit Risk Debt Fund Direct-Growth | NA | Mutual Fund | 4.78701963% |
| Bandhan Dynamic Bond Fund Direct-Growth | NA | Mutual Fund | 4.78506703% |
| Motilal Oswal Small Cap Fund Direct - Growth | NA | Mutual Fund | 4.67903204% |
| Motilal Oswal Nifty Capital Market ETF-Growth | NA | Mutual Fund | 4.48184599% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | NA% | NA% | NA% | NA% |
| Category Average | 15.09% | 17.81% | 16.11% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.04%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Fund management
Education
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Experience
Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he has worked with Axis Asset Management Company Ltd. HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Managed Schemes
Education
Mr. Matalia has done B.Com and CA
Experience
Prior to joining Groww Mutual Fund, he has worked with Samco MF, Samco Sec. Ltd, Batliboi & Purohit and Mahajan & Aibara
Managed Schemes
Education
Mr. Gonsalves has done CA and B.Com
Experience
Prior to joining Groww Mutual Fund, he has worked with Edelweiss Tokio Life Insurance and L&T Finance