Rating:
2
Aum
₹132.25 Cr
Expense Ratio
2.42%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
10 Feb 2012
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.99% | -- |
| 3 Months | +5.02% | -- |
| 6 Months | -1.2% | -- |
| 1 Year | +2.52% | +2.52% |
| 2 Years | -- | +1.78% |
| 3 Years | +38.75% | +11.54% |
| 5 Years | +57.01% | +9.44% |
| Since Launch | +335.4% | +10.67% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 12.46 | 9.15 |
| HDFC Bank | 11.19 | 8.22 |
| Larsen & Toubro Ltd | 9.77 | 7.18 |
| Bharti Airtel | 7.04 | 5.17 |
| Net Receivable/Payable | 6.23 | 4.57 |
| Cummins India | 5.06 | 3.71 |
| Bajaj Finance | 5.03 | 3.69 |
| Infosys | 4.57 | 3.35 |
| Coforge | 4.28 | 3.14 |
| State Bank of India | 4.28 | 3.14 |
Rating:
2
Risk
Return
0.33
Sharpe Ratio
14.45%
Std. Deviation
3.85%
Tracking Error
-4.11%
Alpha
0.96
Beta
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Taurus Largecap Equity Fund - Growth | +7.73% | +14.18% | +10.93% |
| Bank of India Large Cap Fund Regular Growth | +8.05% | +13.64% | +10.08% |
| JM Large Cap Fund Growth | +4.21% | +11.65% | +11.1% |
| Groww Large Cap Fund Regular Plan Growth | +2.52% | +11.54% | +9.44% |
| ITI Large Cap Fund Regular Growth | +1.5% | +9.92% | +8.41% |
Results are calculated on CAGR basis
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 132.25 crores & has delivered CAGR of 9.44 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.42%. 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 & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Larsen & Toubro Ltd, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming, Construction Services.
Some of the similar funds are Taurus Largecap Equity Fund - Growth, Bank of India Large Cap Fund Regular Growth, JM Large Cap Fund Growth, Groww Large Cap Fund Regular Plan Growth, ITI Large Cap Fund Regular Growth. Groww Large Cap Fund Regular Plan Growth has a sharpe ratio of 0.33 & a standard deviation of 14.45%.
According to the morning star rating Groww Large Cap Fund Regular Plan Growth has a Medium risk & Good return.
Groww Large Cap Fund Regular Plan Growth is managed by Anupam Tiwari,Saptarshee Chatterjee,Nikhil Satam,Gagan Thareja.
The expense ratio of Groww Large Cap Fund Regular Plan Growth is 2.42%.
The 5 year annualized return on Groww Large Cap Fund Regular Plan Growth is 9.44% & it has generated 2.52% in the last 1 year.
The minimum investment in Groww Large Cap Fund Regular Plan Growth is 500 Rs.
Groww Large Cap Fund Regular Plan Growth has an AUM of 132.25 crores.
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