Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option

Fund House: Groww Mutual Fund
Category: Equity: Large Cap
Launch Date: 10-02-2012
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 2.29% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 120.26 Cr As on (30-04-2024)
Turn over: 92% | Exit Load: Exit load of 1%, if redeemed within 7 days.

38.53

11.64%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to achieve long-term appreciation from a portfolio that invests predominantly in equity and equity related securities of blue chip large cap companies

Current Asset Allocation (%)

Indicators

Standard Deviation 12.82
Sharpe Ratio 0.83
Alpha -1.04
Beta 0.97
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option 10-02-2012 28.78 20.26 15.57 13.44 12.55
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 45.98 - - - -
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 40.3 25.57 19.94 16.97 13.58
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 40.09 24.6 - - -
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 35.93 28.1 23.95 18.05 16.75
Invesco India Largecap Fund - Growth 21-08-2009 35.13 21.89 18.4 16.58 14.78
ICICI Prudential Bluechip Fund - Growth 05-05-2008 34.84 24.19 20.28 18.22 15.63
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 34.52 23.71 18.42 18.15 15.65
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 33.95 20.63 16.33 14.43 11.68
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 33.11 21.7 14.87 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.09%

Others

3.73%

Large Cap

82.64%

Mid Cap

10.52%

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