May 19, 2025
RA Jainee
Groww Nifty Smallcap 250 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.9129
NAV IDCW: Rs 10.9174
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme seeks to investment return that corresponds to the performance of Nifty Smallcap 250 Total Return Index subject to tracking error.
Fund Manager:
1) Aakash Ashokkumar Chauhan
Education: MBA in Finance
Experience: Prior to Joining Groww AMC, he was associated with Trust Mutual Fund, Mirae Asset Capital Markets (India) Pvt Ltd. & BP Wealth Pvt Ltd.
2) Nikhil Satam
Education: B. com, Masters in Finance.
Experience: Prior to joining Groww MF he was associated with Groww Invest Tech Private Ltd (formerly known as Nextbillion Technology Pvt. Ltd).
3) Shashi Kumar
Education: BBA, PGDBM
Experience: Prior to joining Groww MF, he was associated with Bharti Axa Life Co. Ltd. & Canara HSBC Life Insurance Co. Ltd.
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 | 0.25% for redemption within 7 days |
Basic Details of Groww Nifty Smallcap 250 Index Fund
| Fund House | Groww Mutual Fund |
| Launch Date | 29-Feb-24 |
| Return Since Launch | 7.48% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 100 Cr |
| (As on 30-Apr-2025) | |
| Expense | 0.45% |
| (As on 30-Apr-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Groww Nifty Smallcap 250 Index Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Groww Nifty Smallcap 250 Index Dir | -7.62 | 1.53 | 6.66 | 13.10 | -2.43 | 5.42 | — | — | — | — |
| BSE 250 SmallCap TRI | -6.69 | 1.42 | 7.29 | 13.46 | -2.35 | 5.90 | — | — | — | — |
| Equity: Small Cap | -7.09 | 1.10 | 6.41 | 11.64 | -2.24 | 7.85 | — | — | — | — |
| Rank within category | 24 | 12 | 15 | 8 | 21 | 30 | — | — | — | — |
| Number of funds in category | 43 | 46 | 46 | 45 | 43 | 41 | 28 | 22 | 13 | 12 |
Peer Comparison of Groww Nifty Smallcap 250 Index 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 Nifty Smallcap 250 Index Dir | Unrated | 5.42 | — | — | 0.45 | 100 | 7.48 | 0.25 (7) | 1Y 2M | 32.00 |
| Nippon India Nifty Smallcap 250 Index Dir | 2 star | 4.94 | 24.80 | — | 0.35 | 2,033 | 29.27 | — | 4Y 7M | 40.00 |
| Motilal Oswal Nifty Microcap 250 Index Dir | Unrated | 8.43 | — | — | 0.46 | 1,981 | 31.92 | 1.00 (15) | 1Y 10M | 73.00 |
| SBI Nifty Smallcap 250 Index Dir | Unrated | 5.39 | — | — | 0.45 | 1,272 | 24.79 | 0.25 (30) | 2Y 7M | 44.00 |
| Motilal Oswal Nifty Smallcap 250 Index Dir | 1 star | 5.70 | 25.21 | 36.26 | 0.36 | 822 | 25.60 | 1.00 (15) | 5Y 8M | 51.00 |
Portfolio Analysis of Groww Nifty Smallcap 250 Index Fund
| No. of Stocks | 250 |
| Top 10 Stocks | 11.86% |
| Top 5 Stocks | 6.87% |
| Top 3 Sectors | 43.37% |
| Portfolio P/B Ratio | 3.43 |
| Portfolio P/E Ratio | 28.67 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 17,214 | 17,587 |
| Giant (%) | — | 6.15 |
| Large (%) | 0.41 | 4.09 |
| Mid (%) | 77.56 | 60.56 |
| Small (%) | 22.02 | 33.71 |
| Tiny (%) | — | 0.18 |
Chanakya’s Mutual Fund Guidance For Groww Nifty Smallcap 250 Index Fund
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