Groww Multicap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 9.8181
NAV IDCW: Rs 9.8181
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity and equity-related instruments of large, mid and small-cap companies.
Fund Manager:
1) Anupam Tiwari
Education: Mr. Tiwari is a Chartered Accountant.
Experience: Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he was associated with Axis Mutual Fund, Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Investment Details
Min. Investment (Rs) | 500 |
Min. Addl Investment (Rs) | 500 |
Min. SIP Investment (Rs) | 500 |
Min. Withdrawal (Rs) | 500 |
Min. No of Cheques | 12 |
Min. Balance (Rs) | — |
Lock-in Period | NA |
Exit Load | 1% for redemption within 1 year |
Basic Details of Groww Multicap Fund
Fund House | Groww Mutual Fund |
Launch Date | 16-Dec-24 |
Return Since Launch | -1.82% |
Benchmark | Nifty 500 Multicap 50:25:25 TRI |
Riskometer | Very High |
Type | Open-ended |
Assets | Rs 92 Cr |
(As on 30-Apr-2025) | |
Expense | 0.45% |
(As on 30-Apr-2025) | |
Risk Grade | — |
Return Grade | — |
Turnover | — |
Trailing Returns (%) of Groww Multicap Fund
Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
Groww Multicap Dir | -1.26 | 0.56 | 8.38 | 11.64 | — | — | — | — | — | — |
VR Multicap TRI | -1.37 | 1.11 | 7.08 | 11.17 | — | — | — | — | — | — |
Equity: Multi Cap | -1.69 | 0.53 | 6.70 | 11.01 | — | — | — | — | — | — |
Rank within category | 14 | 15 | 2 | 11 | — | — | — | — | — | — |
Number of funds in category | 34 | 35 | 35 | 34 | 33 | 25 | 14 | 0 | 0 | 0 |
Peer Comparison of Groww Multicap Fund
Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
Groww Multicap Dir | Unrated | — | — | — | 0.45 | 92 | -1.82 | 1.00 (365) | 5M | — |
Nippon India Multi Cap Dir | 5 star | 9.60 | 28.89 | 35.76 | 0.75 | 40,261 | 17.08 | 1.00 (365) | 12Y 4M | 20.00 |
Kotak Multicap Dir | 4 star | 10.40 | 29.65 | — | 0.45 | 16,787 | 20.19 | 1.00 (365) | 3Y 7M | 42.83 |
HDFC Multi Cap Dir | 4 star | 10.12 | 28.00 | — | 0.78 | 16,625 | 21.13 | 1.00 (365) | 3Y 5M | 7.31 |
ICICI Pru Multicap Dir | 4 star | 11.94 | 25.85 | 29.76 | 0.93 | 14,505 | 17.08 | 1.00 (365) | 12Y 4M | 70.00 |
Portfolio Analysis of Groww Multicap Fund
No. of Stocks | 59 |
Top 10 Stocks | 32.28% |
Top 5 Stocks | 0.20 |
Top 3 Sectors | 0.47 |
Portfolio P/B Ratio | 5.04 |
Portfolio P/E Ratio | 32.56 |
Portfolio Breakup
Fund | Category | |
Average Mkt Cap (Rs Cr) | 72,590 | 93,180 |
Giant (%) | 30.22 | 34.53 |
Large (%) | 14.77 | 19.33 |
Mid (%) | 40.86 | 34.81 |
Small (%) | 14.15 | 11.31 |
Tiny (%) | — | 0.19 |
Chanakya’s Mutual Fund Guidance For Groww Multicap Fund
WILL Post Soon
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://groww.in/mutual-funds/filter
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks