InvestVerdict
Groww Value Fund
Direct Plan · Quarterly - Income Distribution cum capital withdrawal · Value / Contra · Scheme code 140817
Fund houseGroww Mutual Fund
CategoryValue / Contra
Plan & optionDirect · Quarterly - Income Distribution cum capital withdrawal
History9.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.70 | 5.38 | 4.43 | 5.77 | 15.08 | 12.87 | 16.21 | — | 10.93 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Value / Contra category median |
— | — | — | 2.79 | 15.24 | 15.03 | — | 14.92 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 15.3% | 0.56 | 0.77 | 0.93 | 1.28% | -47.0% | 94.90 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 418 | -32.4% | 6.9% | 78.9% | 26% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.