About us
Groww Multicap Fund
Multi Cap
Very High Risk
NFO Opening date
26 Nov 2024
End date
10 Dec 2024
Scheme re-opens on
24 Dec 2024
One India, Multiple Growth Opportunities
India’s growing economy, diverse markets, and emerging opportunities have positioned it for potential growth.
The Indian economy is set to grow from $5 trillion by FY27 to $10 trillion by FY32¹.
In Indian markets, winners can emerge from anywhere
Indian markets are driven by a diverse mix of mid, small, and large-cap companies, with no single segment dominating²
Returns have been generated from multiple sectors in Indian markets²
Returns have been generated across market capitalisations³
Winners are continually shifting between sectors
How does Groww Multicap leverage India’s opportunities?
The Groww Multicap Fund aims to position investors to capture growth across large, mid, and small-cap companies, leveraging India's accelerating economy.
Q-GaRP (Quality & Growth at Reasonable Price) Investment Philosophy
Quality Stocks
Aims to select quality stocks at a reasonable price.
Quality Companies
Aim to focus on businesses with sound fundamentals and governance.
Growth Potential
Aims to invest in companies with scalable business models and sectoral tailwinds.
Valuation Discipline
Seeks to invest in high-growth companies at reasonable prices, avoiding overvaluation.
Seeks to focus on Growth Pockets
Aims to invest in growing sectors to capture
opportunities across India*.
Targets to capture growth opportunities in
mid-cap, small-cap, and large-cap categories.
Aims for a ‘True to Multicap’ Portfolio Allocation
The fund aims for diversified exposure to Large, Mid, and Small-cap stocks, with 25% allocated flexibly based on market conditions.
Who may consider Groww Multicap Fund?
Investors seeking exposure to Large Cap, Mid Cap and Small Cap segments, through a single mutual fund
Long-term investors who are aiming to leverage the growth potential of India’s expanding sectors and themes
Investors aiming for capital appreciation and diversifying their portfolio.
Minimum investment amounts
Minimum SIP investment
₹100
Minimum Lumpsum investment
₹100
Expense ratio, exit load and tax
Unit Price
Unit Price ₹10.00 during the time of NFO
Total Expense ratio:
upto 2.25%
Exit load
If redeemed/switched within 1 year from the date of allotment: 1%
If redeemed/switched after 1 year from the date of allotment: Nil
Stamp duty on investment: 0.005%
from July 1st 2020
Tax implication:
Returns are taxed at 20%, if you redeem before 1 year. After 1 year, you are required to pay LTCG Tax of 12.5%
Fund management
Anupam TiwariNov 2024 - PresentView details
Anupam Tiwari
Nov 2024
- Present
View details
About
Mr. Anupam brings 18 years of extensive experience in the Mutual Fund Industry, having served as an Equity Analyst at Reliance Mutual Fund for 5 years. He then held roles as an Equity Fund Manager at Reliance Life Insurance Company, Principal at PNB Asset Management Company, and Axis Asset Management Company in his most recent assignment prior to joining Groww AMC.
Investment objective
The investment objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity and equity-related instruments of large, mid and small-cap companies. However, there can be no assurance that the investment objective of the scheme will be realised.
Fund benchmark
As per AMFI benchmark Nifty 500 Multicap 50:25:25 Index - Total Return Index
Type of Scheme
An open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks.
Riskometer
This product is suitable for investors who are seeking*
• Investments in equity and equity-related instruments across large-cap, mid-cap and small-cap stocks
• Long-term capital growth
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Scheme Riskometer
Investors understand that thier principal will be at Very High Risk
Benchmark Riskometer - As per AMFI benchmark Nifty 500 Multicap 50:25:25 Index - Total Return Index
The Benchmark is at Very High Risk
*The product labelling assigned during the New Fund Offer is based on internal assessment of the Scheme Characteristics or model portfolio and the same may vary post NFO when actual investments are made.
Downloads
SID - Groww Multicap Fund
KIM - Groww Multicap Fund
Presentation - Groww Multicap Fund
Disclaimer
Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the Scheme Characteristics or model portfolio and the same may vary post NFO when actual investments are made.
Views expressed herein, involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those ex- pressed or implied herein. Stocks/Sectors/Views referred are illustrative and should not be construed as an investment advice or a research report or a recommendation by Groww Mutual Fund ("the Fund") / Groww Asset Management Limited (AMC) to buy or sell the stock or any other security. The statements contained herein are based on current views and involve known and unknown risks and uncertainties. Whilst Groww Asset Management Limited (the AMC) shall have no responsibility/liability whatsoever for the accuracy or any use or reliance thereof of such information. The AMC, its associate or sponsors or group companies, its Directors or employees accept no liability for any loss or damage of any kind resulting out of the use of this document. The Fund may or may not have any present or future positions in these sectors / securities / commodities. The Fund/AMC is not indicating or guaranteeing returns on any investment. Readers should seek professional advice before taking any investment related decisions.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
* The sectors referred herein should not be construed as recommendations, advice to buy, sell or in any manner transact in this sector and neither should it be considered as Research report from Groww Asset Management Ltd/Groww Mutual Fund. The scheme may or may not have exposure in these sectors. Past performance may or may not be sustained in the future and is not a guarantee of any future returns. Please consult your financial advisor before investing.
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
