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    Edelweiss NIFTY Large Midcap 250 Index Fund vs Groww Aggressive Hybrid Fund

    Direct Plan, Growth option · Data as on 30-10-2026

    Edelweiss NIFTY Large Midcap 250 Index Fund is an Index fund and Groww Aggressive Hybrid Fund is an Aggressive Hybrid fund. In the 3 years to 30-10-2026, Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) returned 11.2% a year and Groww Aggressive Hybrid Fund (Direct) returned 8.8% a year. Edelweiss NIFTY Large Midcap 250 Index Fund charges 0.37% a year and Groww Aggressive Hybrid Fund 2.10% (Direct plans). Their portfolios overlap 57.6%: they hold 78 of the same securities.

    Edelweiss NIFTY Large Midcap 250 Index Fund

    Index

    3 year return
    11.2%
    Expense ratio
    0.37%
    NAV
    ₹16.25
    See Edelweiss NIFTY Large Midcap 250 Index Fund

    Groww Aggressive Hybrid Fund

    Aggressive Hybrid

    3 year return
    8.8%
    Expense ratio
    2.10%
    NAV
    ₹22.50
    See Groww Aggressive Hybrid Fund

    Which is better, Edelweiss NIFTY Large Midcap 250 Index or Groww Aggressive Hybrid? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • Edelweiss NIFTY Large Midcap 250 Index returned more over 3 years: 11.2% a year against 8.8%.
    • Groww Aggressive Hybrid returned more over 1 year: −5.5% against −6.8%.
    • Edelweiss NIFTY Large Midcap 250 Index costs less: 0.37% a year against 2.10% (Direct plans).
    • Groww Aggressive Hybrid swung less over 3 years: a standard deviation of 10.5% a year against 14.8%.
    • Groww Aggressive Hybrid fell less in its worst fall since 03-12-2021: −14.3% against −18.9%.
    • Edelweiss NIFTY Large Midcap 250 Index is the larger fund: ₹332 Cr against ₹51 Cr.
    • Their portfolios overlap 57.6%: 78 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactEdelweiss NIFTY Large Midcap 250 Index FundGroww Aggressive Hybrid Fund
    Fund houseEdelweiss Mutual FundGroww Mutual Fund
    CategoryIndexAggressive Hybrid
    AUM₹332 Cr (30-09-2026)₹51 Cr (30-09-2026)
    NAV₹16.25 (Direct)₹22.50 (Direct)
    Expense ratio (Direct)0.37%2.10%
    Expense ratio (Regular)1.08%2.86%
    RiskometerVery HighVery High
    BenchmarkNifty LargeMidcap 250 TRICRISIL Hybrid 35+65 - Aggressive Index
    Launch date01-12-202113-12-2018
    Minimum investment₹100₹500
    Lock inNoneNone
    Fund managersBhavesh Jain, Manasi JalgaonkarParas Matalia, Nikhil Satam, Kaustubh Sule, Wilfred Gonsalves
    Exit loadNil1% if redeemed/ switched outwithin 7 Days from the date ofallotment, Nil - if redeemed/ switched out after 7 Days from the date of allotment

    Edelweiss NIFTY Large Midcap 250 Index vs Groww Aggressive Hybrid: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)−1.34%−6.96%−3.56%−6.79%+11.15%----
    Groww Aggressive Hybrid Fund (Direct)+0.12%−3.63%−1.05%−5.46%+8.76%+7.22%--
    Aggressive Hybrid average−0.88%−3.67%−0.27%−3.33%+10.77%+9.35%--

    Category average: the average of the 29 Aggressive Hybrid funds, same plan type.

    Edelweiss NIFTY Large Midcap 250 Index vs Groww Aggressive Hybrid: Year-wise Returns

    YearEdelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 IndexGroww Aggressive HybridGroww Aggressive Hybrid
    2026to date−7.38%−5.65%
    2025+7.89%+6.46%
    2024+18.30%+13.64%
    2023+32.04%+19.86%
    2022+4.04%+5.74%
    2021--+20.12%

    Edelweiss NIFTY Large Midcap 250 Index vs Groww Aggressive Hybrid: Rolling Returns

    Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of Edelweiss NIFTY Large Midcap 250 Index Fund

    Rolling returns

    Every 3-year holding period, 472 of them, one for each trading day from 03-12-2024 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

    0%5%10%15%20%25%30%
    Jan 2022
    to
    Jan 2025
    May 2022
    to
    May 2025
    Sept 2022
    to
    Sept 2025
    Jan 2023
    to
    Jan 2026
    May 2023
    to
    May 2026
    Sept 2023
    to
    Sept 2026
    Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)Groww Aggressive Hybrid Fund (Direct)NIFTY LargeMidcap 250 TRI

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighestBeat benchmark
    Edelweiss NIFTY Large Midcap 250 Index0.00.00.618.967.413.10.017.3%17.6%9.7%25.0%0%
    Groww Aggressive Hybrid0.00.013.275.211.70.00.012.4%12.5%7.6%17.7%0%
    NIFTY LargeMidcap 250 TRI0.00.00.016.566.716.30.417.7%18.0%10.1%25.5%--

    The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is NIFTY LargeMidcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 03-12-2021. Past returns do not promise future returns.

    Edelweiss NIFTY Large Midcap 250 Index vs Groww Aggressive Hybrid: SIP and Lumpsum Returns

    What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 03-12-2021 to 30-10-2026: 59 instalments, ₹5,90,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index Fund (Direct) ₹5,90,000 ₹7,30,837 ₹1,40,837 8.7%
    Groww Aggressive HybridGroww Aggressive Hybrid Fund (Direct) ₹5,90,000 ₹6,87,959 ₹97,959 6.2%
    ₹0₹2.0 L₹4.0 L₹6.0 L₹8.0 L
    20222023202420252026
    Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index Fund (Direct)Groww Aggressive HybridGroww Aggressive Hybrid Fund (Direct)Amount invested

    From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Edelweiss NIFTY Large Midcap 250 Index vs Groww Aggressive Hybrid: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureEdelweiss NIFTY Large Midcap 250 Index Fund (Direct)Groww Aggressive Hybrid Fund (Direct)
    Return (CAGR)+11.15%+8.76%
    Standard deviation14.82%10.48%
    Sharpe ratio0.350.26
    Sortino ratio0.470.36
    Maximum drawdown−18.9% (28-02-2025)−14.3% (28-02-2025)
    Beta1.00--
    Alpha−0.37%--

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −20%−15%−10%−5%0%
    20222023202420252026
    Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)Groww Aggressive Hybrid Fund (Direct)NIFTY LargeMidcap 250 TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)−18.9%26-09-202428-02-202502-01-202610 months−8.7%
    Groww Aggressive Hybrid Fund (Direct)−14.3%26-09-202428-02-202502-01-202610 months−6.5%
    NIFTY LargeMidcap 250 TRI−18.8%26-09-202428-02-202517-11-20259 months−8.6%

    From daily values since 03-12-2021, the first day every fund has.

    Rolling standard deviation

    Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%5%10%15%
    20252026
    Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)Groww Aggressive Hybrid Fund (Direct)NIFTY LargeMidcap 250 TRI

    Against NIFTY LargeMidcap 250 TRI

    FundUp captureDown captureTracking error
    Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)99%101%0.13%
    Groww Aggressive Hybrid Fund (Direct)70%69%5.77%

    From month-end values since 03-12-2021. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.

    Edelweiss NIFTY Large Midcap 250 Index vs Groww Aggressive Hybrid: Portfolio Overlap

    From each fund's latest monthly portfolio: Edelweiss NIFTY Large Midcap 250 Index Fund, September 2026; Groww Aggressive Hybrid Fund, September 2026

    Holdings in common

    Overlap
    57.6%
    Held by both
    78
    Only in Edelweiss NIFTY Large Midcap 250 Index
    172
    Only in Groww Aggressive Hybrid
    7
    Security% of Edelweiss NIFTY Large Midcap 250 Index% of Groww Aggressive Hybrid
    HDFC Bank Ltd.4.21%4.61%
    ICICI Bank Ltd.3.67%3.89%
    Reliance Industries Ltd.3.07%3.36%
    Bharti Airtel Ltd.2.07%2.17%
    Larsen & Toubro Ltd.1.70%1.76%
    State Bank of India1.54%1.70%
    Axis Bank Ltd.1.37%1.58%
    Infosys Ltd.1.36%1.31%
    Kotak Mahindra Bank Ltd.1.19%1.21%
    Multi Commodity Exchange Of India Ltd.1.03%1.40%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 57.6% means 57.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in Edelweiss NIFTY Large Midcap 250 Index Fund

    Security% of fund
    Bharat Heavy Electricals Ltd.0.74%
    GE Vernova T&D India Limited0.64%
    Life Insurance Corporation of India0.62%
    Lenskart Solutions Ltd.0.61%
    APL Apollo Tubes Ltd.0.49%

    Largest holdings only in Groww Aggressive Hybrid Fund

    Security% of fund
    Kotak Mahindra Bank Limited 18-DEC-20269.64%
    Union Bank of India 15-MAR-20272.27%
    Navin Fluorine International Limited0.67%
    Sona BLW Precision Forgings Limited0.60%
    RBL Bank Limited0.55%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetEdelweiss NIFTY Large Midcap 250 IndexGroww Aggressive Hybrid
    Equity99.4%69.7%
    Debt0.0%11.9%
    Cash and others0.6%18.4%

    Market cap of stocks

    Market capEdelweiss NIFTY Large Midcap 250 IndexGroww Aggressive Hybrid
    Large Cap51.9%43.1%
    Mid Cap46.3%25.3%
    Small Cap1.3%1.3%

    Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Largest sectors

    SectorEdelweiss NIFTY Large Midcap 250 IndexGroww Aggressive Hybrid
    Banks16.9%18.4%
    Pharmaceuticals & Biotechnology6.7%3.6%
    Finance6.5%3.1%
    IT - Software5.6%4.0%
    Retailing4.3%2.2%
    Automobiles4.0%3.5%
    Petroleum Products3.9%3.4%

    The six largest sectors of each fund's stocks, % of the fund.

    Edelweiss NIFTY Large Midcap 250 Index vs Groww Aggressive Hybrid: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeEdelweiss NIFTY Large Midcap 250 Index FundGroww Aggressive Hybrid Fund
    Total expense ratio (Direct)0.37%2.10%
    Base expense ratio (Direct)0.25%1.39%
    Total expense ratio (Regular)1.08%2.86%
    Base expense ratio (Regular)0.85%2.07%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    More comparisons

    Each fund against the others of its category

    Edelweiss NIFTY Large Midcap 250 Index Fund vs Groww Aggressive Hybrid Fund: Frequently Asked Questions

    What is the difference between Edelweiss NIFTY Large Midcap 250 Index Fund and Groww Aggressive Hybrid Fund?

    Edelweiss NIFTY Large Midcap 250 Index Fund is an Index fund, Groww Aggressive Hybrid Fund is an Aggressive Hybrid fund, run by Edelweiss Mutual Fund and Groww Mutual Fund. Their portfolios overlap 57.6%. Edelweiss NIFTY Large Midcap 250 Index Fund charges 0.37% a year and Groww Aggressive Hybrid Fund 2.10%.

    Which has given higher returns, Edelweiss NIFTY Large Midcap 250 Index Fund or Groww Aggressive Hybrid Fund?

    Over 1 year: Edelweiss NIFTY Large Midcap 250 Index Fund −6.79%, Groww Aggressive Hybrid Fund −5.46%. Over 3 years: Edelweiss NIFTY Large Midcap 250 Index Fund +11.15% a year, Groww Aggressive Hybrid Fund +8.76% a year. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Edelweiss NIFTY Large Midcap 250 Index Fund or Groww Aggressive Hybrid Fund?

    Edelweiss NIFTY Large Midcap 250 Index Fund charges less: 0.37% a year against 2.10%. These are the Direct plans' total expense ratios reported to AMFI.

    How much do Edelweiss NIFTY Large Midcap 250 Index Fund and Groww Aggressive Hybrid Fund overlap?

    57.6%. They hold 78 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.

    Which is riskier, Edelweiss NIFTY Large Midcap 250 Index Fund or Groww Aggressive Hybrid Fund?

    On SEBI's riskometer, Edelweiss NIFTY Large Midcap 250 Index Fund is rated Very High and Groww Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 14.82% and 10.48% a year.

    Which is better for SIP, Edelweiss NIFTY Large Midcap 250 Index Fund or Groww Aggressive Hybrid Fund?

    Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,80,762 in Edelweiss NIFTY Large Midcap 250 Index Fund (XIRR 1.8% a year) and ₹3,78,524 in Groww Aggressive Hybrid Fund (XIRR 1.4% a year). Both received 37 instalments. Past returns do not promise future returns.

    Can I invest in both Edelweiss NIFTY Large Midcap 250 Index Fund and Groww Aggressive Hybrid Fund?

    Yes. 57.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.

    Who manages Edelweiss NIFTY Large Midcap 250 Index Fund and Groww Aggressive Hybrid Fund?

    Edelweiss NIFTY Large Midcap 250 Index Fund: Bhavesh Jain, Manasi Jalgaonkar. Groww Aggressive Hybrid Fund: Paras Matalia, Nikhil Satam, Kaustubh Sule, Wilfred Gonsalves.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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