Fundalysisby DARKHORSESTOCKS

Scheme

IB20 Groww Nifty Smallcap 250 Index Fund

Holds 251 companies worth ₹136 Cr in Sept 2026.

  • Fund house

    GROWWThe fund house that runs this scheme.

  • AUM

    ₹136 CrIB20 Groww Nifty Smallcap 250 Index Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.5% on Aug 2026, ₹139 Cr.

  • Largest holding

    Sona Blw Precision ForgingsSona Blw Precision Forgings is 1.7% of this scheme's NAV.

  • Fund manager

    Nikhil SatamRuns it since 21 Feb 2025, as the fund house dates it. With Aakash chauhan (fund manager), Shashi Kumar (fund manager).

Overview(7 Oct 2026)

Fund managers3

  1. Nikhil SatamFund manager, equity · Feb 2025 · 11y · B.Com
  2. Aakash chauhanFund manager, equity · Apr 2025 · 8y · MBA
  3. Shashi KumarFund manager, equity · May 2025 · 18y · PGDM
  1. Abhishek JainFeb 2024 – Mar 2025

Key facts

Benchmark
Nifty Smallcap 250 Index - TRI
Risk
Very High
Expense
Regular 1.15% · Direct 0.64%
Exit load
0.25% within 7 days
Started
29 Feb 2024
Minimum
₹500

Source.Its Scheme Summary Document as of 7 Oct 2026 at AMFI.

What changed(14 changes)

Aug 2026

1 change
  1. Expense ratio
    30 AugRegular 1.1% → 1.09%Direct 0.59% → 0.58%

Jul 2026

1 change
  1. Expense ratio
    31 JulRegular 1.08% → 1.1%Direct 0.57% → 0.59%

Jun 2026

1 change
  1. Expense ratio
    30 JunRegular 1.09% → 1.08%Direct 0.58% → 0.57%

Source.Its filings at NSE, since Aug 2024.

Fund managers over time(Feb 2024 – now)

  1. Nikhil Satam
  2. Aakash chauhan
  3. Shashi Kumar
  4. Abhishek Jain
MainCoSlice20252026
Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs(Mar 2025 – Oct 2026)

Every change to the expense ratio, newest first.
7 changesRegularDirectΔ pt
30 Aug 20261.09%0.58%0.01
31 Jul 20261.10%0.59%0.02
30 Jun 20261.08%0.57%0.01
31 May 20261.09%0.58%0.01
9 May 20261.10%0.59%0.07
9 Mar 20261.12%0.52%0.07
7 Mar 20251.05%0.45%–
Direct plan, 30 Aug 2026
0.58%
Regular plan 1.09% · Exit load 0.25% within 7 days
Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE. A change holds until the next.

Objective and risk(7 Oct 2026)

Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Total Return Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved

Risk, type and benchmark

Riskometer
Very High
At launch
Very High
Type
Open Ended
Benchmark
Nifty Smallcap 250 Index - TRI

Asset allocation it may hold% of NAV

  1. Equity and Equity related securities of companies constituting the underlying index (NIFTY Smallcap 250 Index-TRI)
    Allowed95–100%Holds99.8%
  2. Debt & Money Market Instruments / and Units of debt schemes# / Units of Debt ETFs
    Allowed0–5%

Holds in Sept 2026.99.8% equity · 0.2% debt and cash

How to invest(7 Oct 2026)

Buying

To start
₹500, then re.1
To add
₹500, then re.1
Most
₹99,99,99,999
Systematic
SIP - Daily, Weekly, Monthly, Quarterly STP - Daily, Weekly, Monthly, Quarterly SWP - Monthly, Quarterly
Dates
SIP - 15th of every month/quarter STP - Daily/Monthly/Quarterly - 2,8,15,23 , Weekly - STPs can be initiated on any day from Monday to Friday, as per investor’s choice.If no day is selected, the default day will be Friday.If the STP date falls on a holiday, the transaction will be processed on the next working day. Monthly - Any date ( 1 to 28),Quarterly - Any date ( 1 to 28) & SWP - In case no date is selected by the investor, the default SWP date will be the 15th of every month.If 15th is a holiday, the SWP will be processed on the next business day.
Minimum
SIP - 100,100,500, 500 STP - 500, 500, 500, 500 SWP - 500, 1500, then re.1
Instalments
SIP - 180, 24,12, 4 STP - 6,6,6,6 SWP - 12, 4

Selling and switching

To redeem
₹500 or Re.1 units
Switch minimum
₹500
Switch multiples
Re.1
Switch most
₹99,99,99,999 or 1 units

Scheme details(7 Oct 2026)

What it is

Category
Growth / Equity Oriented Schemes
Offer
9 Feb 2024 to 23 Feb 2024
Started
29 Feb 2024
Reopened
1 Mar 2024
Plans
DIRECT PLAN-GROWTH OPTION · DIRECT PLAN-IDCW PAYOUT OPTION · DIRECT PLAN-IDCW REINVESTMENT OPTION · REGULAR PLAN-GROWTH OPTION · REGULAR PLAN-IDCW PAYOUT OPTION · REGULAR PLAN-IDCW REINVESTMENT OPTION
Face value
₹10
Listed
No

How it is run

Custodian
HDFC Bank Ltd.
Auditor
S.R. Batliboi & Co. LLP
Registrar
KFin Technologies Limited
SEBI code
GROW/O/O/EIN/24/01/001