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Groww Mutual Fund

Groww Value Fund

Groww Mutual Fund · Direct plan · Growth

3-year returns
12.5%
a year
NAV
₹32.96
▲ 1% · 18 Sept 2026
Fund size
₹74 Cr
Expense ratio
1.45%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹27.20 and has returned 11.01% a year over 3 years.

Returns, and where it stands

Against the average value fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year0.1%1%behind9 of 21
3 years12.5%12.5%ahead9 of 20
5 years11.4%12.3%behind12 of 15
10 years11.2%13.3%behind9 of 11
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.7%-1.8%
3 months0.4%0%
6 months8.3%7.5%
1 year0.1%-1.3%
2 yearsp.a.1.5%0.1%
3 yearsp.a.12.5%11%
5 yearsp.a.11.4%9.7%
7 yearsp.a.16.1%14.3%
10 yearsp.a.11.2%9.4%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 0.12% in the last 1Y

28.631.233.818 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹18,764
XIRR (per year)
6.57%
Value today
₹1,98,764

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
13.6% a year
0.8% less than the category average — the steadier side
Worst fall so far
−46.6%
Jan 2018 to Mar 2020, against −31% for the category.
Years that made money
76%
Of every one-year stretch it has been through.
Over any three years
-13.1% to 30.4%
A year, at worst and at best. Typically 13%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
7 Sept 2015
Portfolio turnover
2.07x
Expense ratio
1.45%
as of 31 Aug 2026

Managed by Anupam Tiwari, Saptarshee Chatterjee, Nikhil Satam

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Groww Value Fund against other funds in the Value Fund category
Fund1Y3Y5YExpenseFund size
Quant Value Fund15.3%20.59%0.92%₹1,978 Cr
Axis Value Fund7.24%17.92%1%₹1,880 Cr
LIC MF Value Fund19.27%17.04%1.84%₹302 Cr
DSP Value Fund5.23%15.48%12.4%1.7%₹2,220 Cr
HDFC Value Fund5.08%15.43%13.84%1.12%₹8,266 Cr
HSBC Value Fund1.9%15.29%0.91%₹15,373 Cr
Groww Value Fund0.12%12.53%11.35%1.45%₹74 Cr

About Groww Value Fund

Groww Value Fund is a value fund managed by Groww Mutual Fund. Follow a value strategy, buying stocks the fund manager believes trade below their fair worth.

The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equityrelated securities of blue-chip large-cap companies. However, there can be no assurance that the investment objective of the scheme will be achieved. The Scheme does not assure or guarantee any returns.

The scheme's stated objective, as published by Groww Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹32.9636135341
DirectHalf Yearly - Income Distribution cum capital withdrawal₹26.3928140819
DirectIncome Distribution cum capital withdrawal₹32.8408135342
DirectMonthly - Income Distribution cum capital withdrawal₹24.1747140815
DirectQuarterly - Income Distribution cum capital withdrawal₹26.3719140817
RegularGrowth₹27.2006135343
RegularHalf Yearly - Income Distribution cum capital withdrawal₹22.2806140820
RegularIncome Distribution cum capital withdrawal₹27.1916135344
RegularMonthly - Income Distribution cum capital withdrawal₹21.1089140816
RegularQuarterly - Income Distribution cum capital withdrawal₹20.5715140818

Frequently asked questions

What is the NAV of Groww Value Fund today?

The NAV of Groww Value Fund (Direct plan, Growth) is ₹32.9636 and the Regular plan NAV is ₹27.2006, as of 18 Sept 2026.

What returns has Groww Value Fund given?

Over the last year the Direct plan returned 0.12%, and 12.53% a year over 3 years and 11.35% a year over 5 years. That places it 9 of 20 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Groww Value Fund?

The Direct plan charges 1.45% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Groww Value Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Groww Value Fund fallen in the past?

Its deepest fall was 46.6% from 15 Jan 2018 to 23 Mar 2020. Of every one-year stretch in its history, 76% ended in a gain.

Which category does Groww Value Fund belong to?

It is a Value Fund from Groww Mutual Fund. Follow a value strategy, buying stocks the fund manager believes trade below their fair worth.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Groww Value Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.