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

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Category: Equity: Large Cap
Launch Date: 10-02-2012
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.43% As on (30-08-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 131.07 Cr As on (30-08-2024)
Turn over: 94%
NAV as on 18-09-2024

44.73

0.05 (0.1118%)

CAGR Since Inception

12.61%

NIFTY 100 TRI 17.91%

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

Scheme Performance (%)

Data as on - 18-09-2024

Yearly Performance (%)

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

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)
10-02-2012 10.0 10000.0 100000 0.0 %
12-03-2012 9.67 - 96700 -3.3 %
10-04-2012 9.4 - 94000 -6.0 %
10-05-2012 8.94 - 89400 -10.6 %
11-06-2012 9.06 - 90600 -9.4 %
10-07-2012 9.61 - 96100 -3.9 %
10-08-2012 9.56 - 95600 -4.4 %
10-09-2012 9.59 - 95900 -4.1 %
10-10-2012 10.17 - 101700 1.7 %
12-11-2012 10.24 - 102400 2.4 %
10-12-2012 10.61 - 106100 6.1 %
10-01-2013 10.78 - 107800 7.8 %
11-02-2013 10.61 - 106100 6.1 %
11-03-2013 10.63 - 106300 6.3 %
10-04-2013 9.92 - 99200 -0.8 %
10-05-2013 10.82 - 108200 8.2 %
10-06-2013 10.54 - 105400 5.4 %
10-07-2013 10.42 - 104200 4.2 %
12-08-2013 9.99 - 99900 -0.1 %
10-09-2013 10.45 - 104500 4.5 %
10-10-2013 10.66 - 106600 6.6 %
11-11-2013 10.72 - 107200 7.2 %
10-12-2013 11.12 - 111200 11.2 %
10-01-2014 10.82 - 108200 8.2 %
10-02-2014 10.63 - 106300 6.3 %
10-03-2014 11.37 - 113700 13.7 %
10-04-2014 11.72 - 117200 17.2 %
12-05-2014 12.06 - 120600 20.6 %
10-06-2014 12.91 - 129100 29.1 %
10-07-2014 12.86 - 128600 28.6 %
11-08-2014 12.79 - 127900 27.9 %
10-09-2014 13.75 - 137500 37.5 %
10-10-2014 13.28 - 132800 32.8 %
10-11-2014 14.06 - 140600 40.6 %
10-12-2014 14.17 - 141700 41.7 %
12-01-2015 14.48 - 144800 44.8 %
10-02-2015 14.75 - 147500 47.5 %
10-03-2015 15.3 - 153000 53.0 %
10-04-2015 15.39 - 153900 53.9 %
11-05-2015 14.28 - 142800 42.8 %
10-06-2015 13.87 - 138700 38.7 %
10-07-2015 14.71 - 147100 47.1 %
10-08-2015 15.71 - 157100 57.1 %
10-09-2015 14.4 - 144000 44.0 %
12-10-2015 15.09 - 150900 50.9 %
10-11-2015 14.31 - 143100 43.1 %
10-12-2015 14.16 - 141600 41.6 %
11-01-2016 14.12 - 141200 41.2 %
10-02-2016 13.13 - 131300 31.3 %
10-03-2016 13.49 - 134900 34.9 %
11-04-2016 14.16 - 141600 41.6 %
10-05-2016 14.59 - 145900 45.9 %
10-06-2016 15.09 - 150900 50.9 %
11-07-2016 15.53 - 155300 55.3 %
10-08-2016 15.79 - 157900 57.9 %
12-09-2016 16.3 - 163000 63.0 %
10-10-2016 16.78 - 167800 67.8 %
10-11-2016 16.3 - 163000 63.0 %
12-12-2016 15.39 - 153900 53.9 %
10-01-2017 15.76 - 157600 57.6 %
10-02-2017 16.61 - 166100 66.1 %
10-03-2017 16.75 - 167500 67.5 %
10-04-2017 17.73 - 177300 77.3 %
10-05-2017 18.36 - 183600 83.6 %
12-06-2017 18.4 - 184000 84.0 %
10-07-2017 18.54 - 185400 85.4 %
10-08-2017 18.55 - 185500 85.5 %
11-09-2017 19.4 - 194000 94.0 %
10-10-2017 19.09 - 190900 90.9 %
10-11-2017 19.99 - 199900 99.9 %
11-12-2017 19.83 - 198300 98.3 %
10-01-2018 20.69 - 206900 106.9 %
12-02-2018 20.05 - 200500 100.5 %
12-03-2018 19.66 - 196600 96.6 %
10-04-2018 20.1 - 201000 101.0 %
10-05-2018 20.38 - 203800 103.8 %
11-06-2018 20.14 - 201400 101.4 %
10-07-2018 20.35 - 203500 103.5 %
10-08-2018 20.91 - 209100 109.1 %
10-09-2018 20.92 - 209200 109.2 %
10-10-2018 19.15 - 191500 91.5 %
12-11-2018 19.31 - 193100 93.1 %
10-12-2018 19.45 - 194500 94.5 %
10-01-2019 19.93 - 199300 99.3 %
11-02-2019 19.88 - 198800 98.8 %
11-03-2019 20.46 - 204600 104.6 %
10-04-2019 21.06 - 210600 110.6 %
10-05-2019 20.54 - 205400 105.4 %
10-06-2019 21.86 - 218600 118.6 %
10-07-2019 21.24 - 212400 112.4 %
13-08-2019 20.03 - 200300 100.3 %
11-09-2019 20.21 - 202100 102.1 %
10-10-2019 20.78 - 207800 107.8 %
11-11-2019 22.1 - 221000 121.0 %
10-12-2019 22.05 - 220500 120.5 %
10-01-2020 22.69 - 226900 126.9 %
10-02-2020 22.43 - 224300 124.3 %
11-03-2020 19.8 - 198000 98.0 %
13-04-2020 16.68 - 166800 66.8 %
11-05-2020 17.08 - 170800 70.8 %
10-06-2020 18.2 - 182000 82.0 %
10-07-2020 19.39 - 193900 93.9 %
10-08-2020 20.16 - 201600 101.6 %
10-09-2020 20.36 - 203600 103.6 %
12-10-2020 20.99 - 209900 109.9 %
10-11-2020 22.53 - 225300 125.3 %
10-12-2020 24.09 - 240900 140.9 %
11-01-2021 24.97 - 249700 149.7 %
10-02-2021 25.62 - 256200 156.2 %
10-03-2021 25.76 - 257600 157.6 %
12-04-2021 24.12 - 241200 141.2 %
10-05-2021 25.07 - 250700 150.7 %
10-06-2021 26.26 - 262600 162.6 %
12-07-2021 26.28 - 262800 162.8 %
10-08-2021 27.27 - 272700 172.7 %
13-09-2021 28.66 - 286600 186.6 %
11-10-2021 29.7 - 297000 197.0 %
10-11-2021 30.41 - 304100 204.1 %
10-12-2021 29.37 - 293700 193.7 %
10-01-2022 29.86 - 298600 198.6 %
10-02-2022 29.09 - 290900 190.9 %
10-03-2022 26.98 - 269800 169.8 %
11-04-2022 28.86 - 288600 188.6 %
10-05-2022 26.57 - 265700 165.7 %
10-06-2022 26.53 - 265300 165.3 %
11-07-2022 26.91 - 269100 169.1 %
10-08-2022 28.81 - 288100 188.1 %
12-09-2022 29.74 - 297400 197.4 %
10-10-2022 28.63 - 286300 186.3 %
10-11-2022 29.92 - 299200 199.2 %
12-12-2022 30.71 - 307100 207.1 %
10-01-2023 29.55 - 295500 195.5 %
10-02-2023 29.31 - 293100 193.1 %
10-03-2023 28.6 - 286000 186.0 %
10-04-2023 28.93 - 289300 189.3 %
10-05-2023 29.99 - 299900 199.9 %
12-06-2023 30.63 - 306300 206.3 %
10-07-2023 31.6 - 316000 216.0 %
10-08-2023 31.57 - 315700 215.7 %
11-09-2023 32.76 - 327600 227.6 %
10-10-2023 32.64 - 326400 226.4 %
10-11-2023 32.45 - 324500 224.5 %
11-12-2023 35.12 - 351200 251.2 %
10-01-2024 36.73 - 367300 267.3 %
12-02-2024 37.0 - 370000 270.0 %
11-03-2024 38.57 - 385700 285.7 %
10-04-2024 39.8 - 398000 298.0 %
10-05-2024 38.73 - 387300 287.3 %
10-06-2024 41.47 - 414700 314.7 %
10-07-2024 43.29 - 432900 332.9 %
12-08-2024 42.42 - 424200 324.2 %
10-09-2024 43.87 - 438700 338.7 %
19-09-2024 44.6 - 446000 346.0 %

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)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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

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 0.09 0.95 - -
Equity: Large Cap - - - - - -

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

Compare SIP Compare Lumpsum
Amount :
Start :
End :
Period
Data as on - 18-09-2024
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 35.96 23.64 15.39 17.57 12.58
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 43.19 25.02 0.0 0.0 0.0
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 39.94 27.78 17.83 21.37 14.44
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 39.87 28.44 19.28 20.53 12.44
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 39.82 26.03 16.34 21.04 12.82
Invesco India Largecap Fund - Growth 21-08-2009 39.21 26.8 16.62 21.18 14.21
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 37.66 27.64 16.02 19.55 12.1
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 37.61 25.3 14.19 0.0 0.0
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 37.33 0.0 0.0 0.0 0.0
ICICI Prudential Bluechip Fund - Growth 05-05-2008 37.16 28.44 19.5 22.49 14.94

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

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Others

0.81%

Large Cap

91.18%

Mid Cap

6.77%

Total

100%