Groww Large Cap Fund Regular Plan Growth

• Alpha -4.11%
• Beta 0.96
• Sharpe Ratio0.63
• Std Deviation 11.87%
• Tracking Error 3.85%

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 equityrelated securities of blue-chip large-cap companies. However, there can be no assurance that the investment objective of the scheme will be achieved. The Scheme does not assure or guarantee any returns.

The Groww Large Cap Fund Regular Plan Growth has an AUM of 132.37 crores & has delivered CAGR of 11.55% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.46%. The minimum investment in Groww Large Cap Fund Regular Plan Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Net Receivable/Payable.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Construction Services & Communications Services.

Some of the similar funds are Taurus Largecap Equity Fund - Growth, JM Large Cap Fund Growth, Groww Large Cap Fund Regular Plan Growth, Union Largecap Fund Regular Growth, Bank of India Large Cap Fund Regular Growth. Groww Large Cap Fund Regular Plan Growth has a sharpe ratio of 0.63 & a standard deviation of 11.87%.