Groww Large Cap Fund Direct Plan Growth Option
Equity
Direct
Large-Cap
NAV: ₹ 38.1 as on 20-09-2023
Fund Performance
74 people have invested ₹ 1.8L in Groww Large Cap Fund Direct Plan Growth Option in the last three months
Fund Insights
In the last 1 year, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 22.32% return, outperforming this fund by 11.15%.
In the last 3 years, Nippon India Large Cap Fund - Direct Plan - Growth Plan has given 29.91% return, outperforming this fund by 11.31% per annum.
In the last 5 years, Canara Robeco Bluechip Equity Fund Direct Plan Growth has given 16.1% return, outperforming this fund by 4.9% per annum.
INDmoney Rank
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Pros
Beats FD returns for both 3Y & 5Y duration
Cons
5Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category
About the Fund
Groww Large Cap Fund Direct Plan Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Anupam Tiwari. The fund could potentially beat inflation in the long-run.
Key Parameters
- Groww Large Cap Fund Direct Plan Growth Option has ₹95 Cr worth of assets under management (AUM) as on Aug 2023 and is less than category average.
- The fund has an expense ratio 1.
Groww Large Cap Fund Direct Plan Growth Option Overview
 | 1.01% |
 Benchmark | S&P BSE 100 India TR INR |
 | ₹95 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 31.09% |
Fund Distribution as on (31-Aug-23)
Size breakup
Large cap
82.9%
Mid cap
8.9%
Small cap
5.3%
Sector Allocation
Financial Services
36.1%
Industrial
13.7%
Tech
13.3%
Consumer Cyclical
13.2%
Basic Materials
7.1%
Consumer Defensive
6.9%
Communication
3.1%
Energy
3%
Health
2.6%
Real Estate
1.1%
Top Holdings of Groww Large Cap Fund Direct Plan Growth Option as on (31-Aug-23)
Equity Holdings40
Debt Holdings1
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 9.26% | 0% | |
 HDFC Bank Ltd | 8.04% | 0% | |
 Larsen & Toubro Ltd | 6.08% | 3.4% | |
 Infosys Ltd | 4.04% | 87.6% | |
 Axis Bank Ltd | 4.01% | 0% |
See all
Groww Large Cap Fund Direct Plan Growth Option: Monthly Changes Updates
All changes are between Jun'23 and Aug'23
Fund Performance
- This fund’s returns stands at -1.62% whereas the fund’s underlying benchmark Nifty 100 returns stands at -2.31% as on Aug'23
- This fund outperformed Nifty 100 by 0.69% in Aug'23
AUM Change
- AUM of the fund stands at 95.2 Cr as of Aug'23
- AUM decreased by 3 Cr between Aug'23 and Jul'23
Fund Portfolio Changes
Gainers & Losers in Groww Large Cap Fund Direct Plan Growth Option portfolio Returns for the month of Aug
Top Growth Drivers | 1M Return |
|---|---|
 Birlasoft Ltd | 17.9% |
 Persistent Systems Ltd | 11.7% |
 Infosys Ltd | 5.1% |
Top Losers | 1M Return |
|---|---|
 State Bank of India | -8.3% |
 HDFC Bank Ltd | -5.5% |
 ICICI Bank Ltd | -3.6% |
Peer Analysis
Groww Large Cap Fund Direct Plan Growth Option Fund Manager
Anupam Tiwari
Fund Manager of Groww Large Cap Fund Direct Plan Growth Option, since 4 May 2023
Top funds managed
Fund Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 12.58% since inception which is more than its category average return of 12.32%
Fund Allocations
This fund has an allocation of 98.15% in Equity, 0% in Debt and 1.85% in Cash related instruments
AUM size ₹95 Cr
This fund has AUM of ₹95 Cr which is less than its category average of ₹ 5196 Cr
Expense Ratio 1.01%
This fund has an expense ratio of 1.01% which is less than its category average expense ratio of 1.4%
Frequently Asked Questions
The current NAV of Groww Large Cap Fund Direct Plan Growth Option is ₹38.13 as on 20-Sep-2023.
Existing (Absolute + CAGR) as on 20-Sep-2023.
Groww Large Cap Fund Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 4.64% | 4.64% |
6 Month Returns | 17.29% | 17.29% |
1 Year Returns | 11.17% | 11.17% |
3 Years Returns | 66.8% | 18.59% |
5 Years Returns | 70% | 11.2% |
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1.01% as on August 2023
₹95 Cr as on August 2023
ICICI Bank Ltd(9.26%), HDFC Bank Ltd(8.04%), Larsen & Toubro Ltd(6.08%), Infosys Ltd(4.04%), Axis Bank Ltd(4.01%) as on August 2023
Financial Services(35.43%), Industrial(13.45%), Tech(13.05%) as on August 2023
The alpha ratio for the Groww Large Cap Fund Direct Plan Growth Option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Groww Large Cap Fund Direct Plan Growth Option | 2.01 | -1.6 | -1.19 |
As on August 2023
The alpha for Groww Large Cap Fund Direct Plan Growth Option is calculated against S&P BSE 100 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Groww Large Cap Fund Direct Plan Growth Option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Groww Large Cap Fund Direct Plan Growth Option | 0.92 | 0.95 | 0.96 |
As on August 2023
The Beta for Groww Large Cap Fund Direct Plan Growth Option is calculated with S&P BSE 100 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Groww Large Cap Fund Direct Plan Growth Option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Groww Large Cap Fund Direct Plan Growth Option | 0.26 | 0.87 | 0.32 |
As on August 2023
The sharpe ratio for Groww Large Cap Fund Direct Plan Growth Option is calculated with S&P BSE 100 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Groww Large Cap Fund Direct Plan Growth Option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Groww Large Cap Fund Direct Plan Growth Option | 11.3 | 14.2 | 18.57 |
As on August 2023
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.67 as on August 2023. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Anupam Tiwari is the fund manager of Groww Large Cap Fund Direct Plan Growth Option
The Exit load of Groww Large Cap Fund Direct Plan Growth Option is 1%