Sharpe ratio
0.42Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+2.31%1Y Absolute Return
-0.44%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth OptionFund 5Y annualised return | ₹9,21,872 | ₹7,32,612 | ₹1,89,260 | +9.42% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.12
₹1 Lakh since launch₹1.12 Lakh
Fund age13.9 yrs
Fund information
Scheme code119133
ISININF666M01600
BenchmarkNIFTY 100 TRI
CategoryEquity Scheme - Large Cap Fund
Expense ratio1.41%
Exit loadExit load of 1%, if redeemed within 7 days.
Minimum SIP₹500 SIP
Return comparison
23rd / 152 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +238.97% | — | — |
| 3M | +11.37% | — | — |
| 6M | +17.45% | — | — |
| 1Y | +2.31% | — | -0.95% |
| 3Y | +12.64% | — | +9.65% |
| 5Y | +9.42% | — | +6.87% |
| 10Y | +12.57% | — | — |
| Since Launch | +12.37% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.58Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
14.48%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.34How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 43 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 9.1489% |
| HDFC Bank Ltd | Financial | Equity | 8.2168% |
| Larsen & Toubro Ltd | Industrials | Equity | 7.1764% |
| Bharti Airtel Ltd | Technology | Equity | 5.166% |
| Net Receivables | Unspecified | Net Receivables | 4.5727% |
| Cummins India Ltd | Industrials | Equity | 3.711% |
| Bajaj Finance Ltd | Financial | Equity | 3.693% |
| Infosys Ltd | Technology | Equity | 3.3519% |
| Coforge Ltd | Technology | Equity | 3.1387% |
| State Bank of India | Financial | Equity | 3.1374% |
Fund management
SA
Saptarshee Chatterjee
Since 2025 · Prior to joining Groww MF he was associated with Centrum Wealth Management Limited & Edelweiss Financial Services Limited.
CFA Level 3, PGDM (Finance), BE (E.T.C.E) from Jadavpur University.
AN
Anupam Tiwari
Since 2023 · Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he was associated with Axis Mutual Fund, Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Mr. Tiwari is a Chartered Accountant.
GA
Gagan Thareja
Since 2026 · Prior to joining the Groww MF, he was associated with ASK Investment Managers, Kotak Investment Advisors Ltd.
Master of Finance
NI
Nikhil Satam
Since 2026 · Prior to joining Groww MF he was associated with Groww Invest Tech Private Ltd (formerly known as Nextbillion Technology Pvt. Ltd).
B. com, Masters in Finance.
Compare similar funds
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Summary
A moderately high riskometer-risk equity scheme - large cap fund. Ahead of its category average over 3Y by 3.0 points. Has fallen sharply before — down -36.6% at its worst.
Strengths
- Ahead of its category average over 3Y by 3.0 points.
- Ranks 23 of 152 in its category over 1 year.
Weaknesses
- Has fallen sharply before — down -36.6% at its worst.
Ideal investor
- Needs a 5–7+ years horizon to ride out its moderately high riskometer risk level.
- Good fit for SIPs — spreading purchases smooths out 14.5% volatility.
Risk drivers
- None