Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Fund House: Groww Mutual Fund
Category: Equity: Large Cap
Launch Date: 10-02-2012
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 2.43% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 125.81 Cr As on 31-10-2024(Source:AMFI)
Turn over: 94% | Exit Load: 1% if redeemed/ switched outwithin 7 Days from the date ofallotment, Nil - if redeemed/ switched out after 7 Days from the date of allotment

23.02

10.83%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 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
11 Years 10 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 12.57
Sharpe Ratio 0.81
Alpha -0.08
Beta 0.98
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 Bluechip Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 10-02-2012 23.94 16.18 11.14 13.03 10.1
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 30.77 22.96 14.92 15.24 11.15
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 29.94 - - - -
Invesco India Largecap Fund - Growth 21-08-2009 29.87 21.5 12.37 17.5 12.83
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 29.82 20.83 - - -
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 29.33 20.67 14.27 17.21 13.01
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 29.28 20.2 12.05 16.73 11.54
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 28.35 21.94 14.61 17.68 11.12
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 28.29 23.68 18.4 19.25 13.9
ICICI Prudential Bluechip Fund - Growth 01-05-2008 27.49 21.5 15.67 18.78 13.68

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

3.58%

Others

0.8%

Large Cap

91.71%

Mid Cap

2.98%

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