Scheme

IB60 Groww Small Cap Fund

Holds 67 companies worth ₹846 Cr in Sept 2026.

Fund house
GROWWThe fund house that runs this scheme.
AUM
₹966 CrIB60 Groww Small Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 26.4% on Aug 2026, ₹764 Cr.
Largest holding
TD Power Systems LimitedTD Power Systems Limited is 3.5% of this scheme's NAV.
Fund manager
Anupam TiwariRuns it since 29 Jan 2026, as the fund house dates it. With Saptarshee Chatterjee (co-manager), Nikhil Satam (co-manager).

Overview^{(7 Oct 2026)}

Fund managers3

Anupam TiwariFund manager, equity · Jan 2026 · 21y · CA
Saptarshee ChatterjeeCo-manager, equity · Jun 2026 · 11y · PGDM B.E.
Nikhil SatamCo-manager, equity · Jul 2026 · 11y · B.Com

Gagan TharejaJun 2026 – Sept 2026

Key facts

Benchmark: Nifty Smallcap 250 Index
Risk: Low to Moderate
Expense: Regular 2.69% · Direct 1.05%
Exit load: 1% within 1 year
Started: 29 Jan 2026
Minimum: ₹500

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

What changed^{(12 changes)}

Sept 2026

1 change

Gagan Thareja left
30 Septran it as co-manager (equity) from Jun 2026

Aug 2026

1 change

Expense ratio
30 AugRegular 2.91% → 2.74%Direct 1.13% → 1.02%

Jul 2026

2 changes

Nikhil Satam joined
31 Julas co-manager (equity)
Expense ratio
31 JulRegular 2.95% → 2.91%Direct 1.17% → 1.13%

Source.Its filings at NSE, since Feb 2026.

Fund managers over time^{(Jan 2026 – now)}

MainCoSlice

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^{(Feb 2026 – Oct 2026)}

Every change to the expense ratio, newest first.
6 changes	Regular	Direct	Δ pt
30 Aug 2026	2.74%	1.02%	0.11
31 Jul 2026	2.91%	1.13%	0.04
30 Jun 2026	2.95%	1.17%	0.04
31 May 2026	2.99%	1.21%	0.09
9 May 2026	2.90%	1.12%	0.60
8 Feb 2026	2.32%	0.52%	–

Direct plan, 30 Aug 2026

1.02%

Regular plan 2.74% · Exit load 1% within 1 year

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 objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related instruments of small cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved.

Risk, type and benchmark

Riskometer: Low to Moderate
At launch: Very High
Type: An open ended equity scheme predominantly investing in small cap stocks
Benchmark: Nifty Smallcap 250 Index

Asset allocation it may hold% of NAV

Equity & Equity related instruments of small cap companies
Allowed65–100%Holds87.6%
companies
Allowed0–35%
Debt and Money Market Instruments
Allowed0–35%Holds12.4%

Holds in Sept 2026.87.6% equity · 12.4% debt and cash

How to invest^{(7 Oct 2026)}

Buying

To start: ₹500, then re.1
To add: ₹500, then re.1
Most: Any amount
Systematic: SIP - Daily, Weekly, Monthly, Quarterly STP - Daily, Weekly, Monthly, Quarterly SWP - Monthly, Quarterly
Dates: SIP - Daily- Every Business Day/ Weekly-1,8,15,22/Monthly & Quarterly-Any day between 1st to 28th STP - Every Business Day/Monday to Friday/Monthly & Quarterly-2,8,15,23 SWP - Monthly/Quarterly - 2,8,15,23
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: Any amount

Scheme details^{(7 Oct 2026)}

What it is

Category: Equity oriented Scheme
Offer: 8 Jan 2026 to 22 Jan 2026
Started: 29 Jan 2026
Reopened: 2 Feb 2026
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/E /SCF/25/10/0051