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

Fund House: Groww Mutual Fund
Category: Equity: Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 1.0618% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 117.84 Cr As on (31-03-2024)
Turn over: 97% | Exit Load: Exit load of 1%, if redeemed within 7 days.

46.32

13.72%

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
4 Years 6 Months
10 Years 11 Months
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 0.94
Alpha 0.27
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) - Direct Plan - Growth Option 01-01-2013 36.12 19.79 18.67 14.55 14.61
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 55.99 - - - -
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 47.03 21.96 - - -
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 46.8 23.82 21.54 17.15 14.07
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 43.65 26.54 26.18 17.58 17.07
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 41.49 20.82 17.43 - -
ICICI Prudential Bluechip Fund - Growth 05-05-2008 41.19 22.24 22.3 17.93 16.06
Invesco India Largecap Fund - Growth 21-08-2009 40.88 18.82 19.95 16.02 15.06
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 40.82 18.02 18.62 14.1 12.1
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 39.97 21.36 19.85 17.87 16.0

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

3.79%

Large Cap

83.9%

Mid Cap

9.21%

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