Groww Value Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Value funds is 35.39% .
The largest portfolio holding is TREPS with a portfolio weight of 7.60% .
The fund currently owns more than 72 stocks.
The top 10 holdings account for 41.43% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.53% | -0.72% |
| 2 Year Return | 41.84% | -2.64% |
| 3 Year Return | 64.87% | 8.72% |
| 4 Year Return | 159.85% | 28.21% |
| 5 Year Return | 153.68% | 35.39% |
| 6 Year Return | 130.28% | 66.35% |
| 7 Year Return | 229.35% | 85.31% |
| Expense Ratio | 0.84% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.60%
|
||
| 2 | Finance - Banks - Private Sector |
6.02%
|
|
| 3 | Financials |
5.25%
|
|
| 4 | Communication Services |
4.29%
|
|
| 5 | Energy |
3.95%
|
|
| 6 |
3.25%
|
||
| 7 | Industrials |
3.24%
|
|
| 8 | Financials |
3.16%
|
|
| 9 | Financials |
2.56%
|
|
| 10 | Finance - Banks - Private Sector |
2.11%
|
|
| 11 | Financials |
1.90%
|
|
| 12 | Financials |
1.68%
|
Groww Value Fund - Direct Plan is managed by GROWW and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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