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

Category: Equity: Large Cap
Launch Date: 10-02-2012
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.43% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 132.88 Cr As on (30-09-2024)
Turn over: 94
NAV as on 30-10-2024

42.15

-0.19 (-0.4508%)

CAGR Since Inception

11.97%

NIFTY 100 TRI 17.58%

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

Scheme Performance (%) Data as on - 30-10-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option 32.88 12.37 13.75 11.91 11.97
NIFTY 100 TRI 34.39 13.56 17.49 13.52 17.58
Equity: Large Cap 33.6 13.23 16.67 12.73 15.05

Yearly Performance (%)

Nav Movement

Fund Managers

Anupam Tiwari

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

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option 12.57 0.7 0.34 0.95 - -
Equity: Large Cap - - - - - -

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

Period
Data as on - 30-10-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option 10-02-2012 32.88 19.42 12.37 13.75 11.91
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 41.57 23.48 0.0 0.0 0.0
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 39.27 24.52 15.74 15.76 11.79
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 39.07 23.88 15.66 18.0 13.72
Invesco India Largecap Fund - Growth 21-08-2009 39.02 23.97 13.98 18.31 13.49
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 38.98 24.97 16.81 18.65 11.96
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 38.79 22.84 13.86 17.52 12.13
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 38.78 0.0 0.0 0.0 0.0
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 37.33 20.52 14.26 15.25 10.48
ICICI Prudential Bluechip Fund - Growth 05-05-2008 36.88 24.27 17.25 19.63 14.33

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

Asset Allocation (%)