Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Consistently beats benchmark. ![]() Lower probablity of downside risk. ![]() Protects capital during bear phase. | ||
Cons | - | - |
INDMoney rank | - | 3/20 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 124 Cr | 5611 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 1.03% | 1.05% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 100 TR INR | BSE 100 India TR INR |
No of Holdings | 40 | 33 | ||
Top 5 Holdings | HDFC Bank Ltd (9.53%) ICICI Bank Ltd (9.52%) State Bank of India (5.6%) Larsen & Toubro Ltd (4.37%) Bharti Airtel Ltd (4.32%) | HDFC Bank Ltd (9.26%) ICICI Bank Ltd (8.7%) Mahindra & Mahindra Ltd (5.23%) ITC Ltd (5.18%) Axis Bank Ltd (5.02%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Financial Services (48.01%) Consumer Cyclical (12.99%) Industrial (12.26%) | Financial Services (49.31%) Consumer Cyclical (15.67%) Health (7.98%) | ||
Equity % | 97.71% | 86.75% | ||
Debt % | - | - | ||
P/E | 22.39 | 17.99 | ||
P/B | 3.52 | 2.96 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 6.6% | 5.01% | ||
3-Month Return | 9.99% | 9.7% | ||
6-Month Return | 3.55% | 6.27% | ||
1-Year Return | 7.47% | 17.75% | ||
3-Year Return | 18.9% | 23.41% | ||
5-Year Return | 21.63% | 24.24% |
Sharpe | 0.59 | 1 | ||
Alpha | 1.05 | 5.71 | ||
Beta | 0.96 | 0.89 | ||
Standard Deviation | 13.92 | 12.94 | ||
Information Ratio | 0.33 | 1.52 |
Description | Groww Large Cap Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | DSP Large Cap Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Anupam Tiwari | - |