Previously Known As : Indiabulls Blue Chip Fund
Groww Large Cap Fund Overview
Category Large Cap Fund
BMSMONEY Rank 24
Rating
Growth Option 07-03-2025
NAV ₹37.74(R) -0.16% ₹45.05(D) -0.13%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -2.96% 13.69% 13.9% 10.04% 9.41%
Direct -1.47% 15.24% 15.5% 11.6% 11.11%
Benchmark
SIP (XIRR) Regular -16.08% 8.64% 11.37% 10.44% 10.46%
Direct -14.76% 10.21% 12.97% 11.99% 12.07%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.28 0.15 0.39 0.32% 0.04
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.64% -18.71% -17.94% 0.96 9.67%
Top Large Cap Fund
Fund Name Rank Rating
Dsp Top 100 Equity Fund 1
Nippon India Large Cap Fund 2
Icici Prudential Bluechip Fund 3
Hdfc Top 100 Fund 4
Canara Robeco Bluechip Equity Fund 5
Sbi Blue Chip Fund 6

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 20.13
-0.0300
-0.1500%
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 21.26
-0.0400
-0.1900%
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 21.73
-0.0400
-0.1800%
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Regular Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.53
-0.0400
-0.1800%
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Regular Plan- Half Yearly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 22.66
-0.0300
-0.1300%
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Direct Plan- Quarterly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 25.15
-0.0400
-0.1600%
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Direct Plan- Half Yearly -Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 25.34
-0.0400
-0.1600%
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Direct Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 26.11
-0.0400
-0.1500%
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option 37.74
-0.0600
-0.1600%
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option 45.05
-0.0600
-0.1300%

Review Date: 07-03-2025

Groww Large Cap Fund has exhibited poor performance in the Large Cap Fund category. The fund has rank of 26 out of 27 funds in the category. The fund has delivered return of -2.96% in 1 year, 13.69% in 3 years, 13.9% in 5 years and 9.41% in 10 years. The category average for the same periods is 1.34%, 14.36%, 16.8% and 10.55% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 13.64, VaR of -18.71, Average Drawdown of -6.97, Semi Deviation of 9.67 and Max Drawdown of -17.94. The category average for the same parameters is 13.47, -17.41, -6.37, 9.49 and -15.9 respectively. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Groww Large Cap Fund direct growth option would have grown to ₹9853.0 in 1 year, ₹15302.0 in 3 years and ₹20552.0 in 5 years as of today (07-03-2025).
  2. An SIP of ₹1,000 per month in Groww Large Cap Fund direct growth option would have grown to ₹11024.0 in 1 year, ₹41961.0 in 3 years and ₹83050.0 in 5 years as of today (07-03-2025).
  3. standard deviation of 13.64 and based on VaR one can expect to lose more than -18.71% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.28 which shows average performance of fund in the large cap fund category.
  5. The fund has R-square of 0.96, Beta of 0.96 and Jensen's Alpha of 0.32% which exhibit average performance in the large cap fund category .


Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Groww Large Cap Fund NAV Regular Growth Groww Large Cap Fund NAV Direct Growth
07-03-2025 37.74 45.05
06-03-2025 37.8 45.11
05-03-2025 37.53 44.79
04-03-2025 37.06 44.23
03-03-2025 36.99 44.15
28-02-2025 36.81 43.92
27-02-2025 37.58 44.85
25-02-2025 37.62 44.88
24-02-2025 37.66 44.93
21-02-2025 38.0 45.33
20-02-2025 38.34 45.74
19-02-2025 38.23 45.6
18-02-2025 38.22 45.59
17-02-2025 38.24 45.6
14-02-2025 38.27 45.65
13-02-2025 38.64 46.08
12-02-2025 38.56 45.99
11-02-2025 38.59 46.02
10-02-2025 39.23 46.78
07-02-2025 39.62 47.23

Fund Launch Date: 20/Jan/2012
Fund Category: Large Cap Fund
Investment Objective: The primary investment objective of the Scheme is to seek to provide long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-relatedsecurities of blue-chip large-cap companies. However there can be no assurance that the investment objective of the scheme will be achieved.
Fund Description: Large Cap Fund
Fund Benchmark: Nifty 50 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.