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Value Fundregulargrowth📊 NIFTY 500 Value 50 TRI(SEBI default)

Groww Value Fund · Regular · Growth

Groww Mutual Fund

#11 of 22 (1Y)

Today's NAV — all variants

Regular · Growth

₹₹26.6317

0.48 (+1.84%)

12 Jun 2026

AMFI: 135343

Direct · Growth

₹₹32.1521

0.58 (+1.84%)

12 Jun 2026

AMFI: 135341

Regular · IDCW

₹₹20.6674

0.37 (+1.84%)

12 Jun 2026

AMFI: 140816

Direct · IDCW

₹₹32.0324

0.58 (+1.84%)

12 Jun 2026

AMFI: 135342

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+1.38%
1 Month+2.36%
3 Months+7.46%
6 Months-2.93%
1 Year-0.56%
3 Years (CAGR)+14.29%
5 Years (CAGR)+11.52%
10 Years (CAGR)+10.41%
Since Inception (Sept 2015)+9.53%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-0.36%
3 Year SIP+6.60%
5 Year SIP+10.39%
Since Inception (Sept 2015)+10.79%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹64,500

Invested

₹1,15,497

Value today

10.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,615

Value today

9.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹6,45,000

Withdrawn

₹14,60,109

Corpus left

+₹11,05,109 net gain — withdrew ₹6,45,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹16,10,998

Value today

+2.7%

vs lumpsum

STP beat direct lumpsum by 2.7% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,34,645

Value today

3.3×

Multiple

Staying invested through that crash turned ₹1L into ₹3,34,645 — a 3.3× return

Read: Staying invested through crashes

Fund Details

Fund HouseGroww Mutual Fund
CategoryValue Fund
Plan Typeregular
Optiongrowth
AUM₹65.7 Cr
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 Value 50 TRI ✓
Launch Date07 Sept 2015
AMFI Code135343

Risk Metrics

Trailing 1 year, annualised

-0.28

Sharpe Ratio

+0.02

Alpha

0.41

Beta

-0.28

Sortino

13.69%

Std Dev

-15.35%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

Hdfc Bank Limited

INE040A01034

5.86%

Icici Bank Limited

INE090A01021

5.11%

State Bank Of India

INE062A01020

5.03%

Bharti Airtel Limited

INE397D01024

4.53%

Larsen & Toubro Limited

INE018A01030

4.15%

Reliance Industries Limited

INE002A01018

3.99%

Axis Bank Limited

INE238A01034

2.92%

Bank Of Baroda

INE028A01039

2.28%

Adani Port & Special Economic Zone Ltd

INE742F01042

1.94%

Yatharth Hospital & Trauma Care Serv Ltd

INE0JO301016

1.89%

Manappuram Finance Limited

INE522D01027

1.85%

Tata Motors Passenger Vehicles Limited

INE155A01022

1.80%

Sbi Life Insurance Company Limited

INE123W01016

1.79%

Sobha Limited

INE671H01015

1.71%

Marksans Pharma Limited

INE750C01026

1.64%

Five-Star Business Finance Limited

INE128S01021

1.55%

Ambuja Cements Limited

INE079A01024

1.42%

Zinka Logistics Solutions Ltd.

INE0UIZ01018

1.41%

Ntpc Limited

INE733E01010

1.41%

Gland Pharma Limited

INE068V01023

1.39%

Indiqube Spaces Ltd

INE06ST01018

1.33%

Havells India Limited

INE176B01034

1.31%

Sandhar Technologies Limited

INE278H01035

1.29%

Max Financial Services Limited

INE180A01020

1.28%

Tata Steel Limited

INE081A01020

1.27%

Venus Pipes & Tubes Ltd

INE0JA001018

1.26%

Sumitomo Chemical India Limited

INE258G01013

1.24%

Redington Limited

INE891D01026

1.19%

Cholamandalam Financial Holdings Limited

INE149A01033

1.12%

Galaxy Surfactants Limited

INE600K01018

1.10%

Maruti Suzuki India Limited

INE585B01010

1.08%

Alembic Pharmaceuticals Limited

INE901L01018

1.05%

Kotak Mahindra Bank Limited

INE237A01036

1.04%

Tech Mahindra Limited

INE669C01036

0.99%

Ujjivan Small Finance Bank Limited

INE551W01018

0.97%

Dr. Lal Path Labs Ltd.

INE600L01024

0.97%

Lg Balakrishnan & Bros Limited

INE337A01034

0.96%

Angel One Limited

INE732I01021

0.95%

The Jammu & Kashmir Bank Limited

INE168A01041

0.94%

Teamlease Services Limited

INE985S01024

0.93%

Sagility India Limited

INE0W2G01015

0.91%

Crizac Limited

INE0S4R01014

0.91%

Container Corporation Of India Limited

INE111A01025

0.89%

Bls International Services Limited

INE153T01027

0.88%

Awfis Space Solutions Limited

INE108V01019

0.84%

Home First Finance Company India Limited

INE481N01025

0.83%

Infosys Limited

INE009A01021

0.83%

Apollo Hospitals Enterprise Limited

INE437A01024

0.83%

Coal India Limited

INE522F01014

0.82%

K.P.R. Mill Ltd

INE930H01031

0.81%

Performance Comparison

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Investment Objective

Groww Value Fund · Regular · Growth follows a value/contrarian investment strategy, seeking to identify undervalued stocks trading below their intrinsic worth. The fund aims to generate long-term capital appreciation by investing in companies that the market has overlooked or underpriced.

About This Fund

Groww Value Fund · Regular · Growth is a Value Fund mutual fund offered by Groww Mutual Fund. The fund has been operational for over 10 years. It manages assets worth ₹65.7 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Value 50 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations