Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan

Value Research Rating

Unrated

Our Opinion

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Riskometer

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Very High

₹10.4289 0.67%

As on 23-May-2025

Returns

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Calculate SIP Returns of Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan
Unrated
unlock fund advisor
Very High
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0.65
Unrated
unlock fund advisor
Very High
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0.30
3 star
unlock fund advisor
Very High
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0.89
Unrated
unlock fund advisor
Very High
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0.88
Unrated
unlock fund advisor
Very High
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0.87

Other details of Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan

Assets

info

₹14 Cr

Exit Load (Days)

info

1.00 (30)

Min. Investment (₹)

500

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

12

Investment Strategy

The scheme seeks to generate long-term capital growth by investing in units of the Groww Nifty 500 Momentum 50 ETF.

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan can be bought from the Groww Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan, is ₹10.4289 as of 24-May-2025.

Over the past five years, Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan has delivered an annualised return of --% as of 24-May-2025.

The minimum investment required to start investing in Groww Nifty 500 Momentum 50 ETF FoF - Regular Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.