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

Groww Value Fund (formerly known as Indiabulls Value Fund) - Regular Plan - Growth Option

Groww Mutual Fund

#15 of 22 (1Y)

Today's NAV — all variants

Regular · Growth

₹₹26.3466

0.33 (-1.24%)

29 May 2026

AMFI: 135343

Direct · Growth

₹₹31.7905

0.40 (-1.23%)

29 May 2026

AMFI: 135341

Regular · IDCW

₹₹19.9256

0.25 (-1.24%)

29 May 2026

AMFI: 140818

Direct · IDCW

₹₹25.4335

0.32 (-1.23%)

29 May 2026

AMFI: 140817

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.45%
1 Month-1.96%
3 Months-3.66%
6 Months-6.14%
1 Year-1.37%
3 Years (CAGR)+14.53%
5 Years (CAGR)+12.56%
10 Years (CAGR)+10.39%
Since Inception (Sept 2015)+9.39%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-3.57%
3 Year SIP+6.06%
5 Year SIP+9.96%
Since Inception (Sept 2015)+10.56%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹64,000

Invested

₹1,15,858

Value today

10.7%

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

₹2,635

Value today

9.5%

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

₹6,40,000

Withdrawn

₹14,76,077

Corpus left

+₹11,16,077 net gain — withdrew ₹6,40,000 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

₹16,22,619

Value today

+2.6%

vs lumpsum

STP beat direct lumpsum by 2.6% — 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

₹3,37,150

Value today

3.4×

Multiple

Staying invested through that crash turned ₹1L into ₹3,37,150 — a 3.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,17,136

Regular plan

₹1,06,506

Direct earns ₹10,630 more on a ₹60K investment1.77% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

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

-0.38

Sharpe Ratio

+0.01

Alpha

0.37

Beta

-0.37

Sortino

13.58%

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 (formerly known as Indiabulls Value Fund) - Regular Plan - Growth Option 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 (formerly known as Indiabulls Value Fund) - Regular Plan - Growth Option 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