Groww Mutual Fund

Groww Largecap Fund (Formerly Known As Indiabulls Bluechip Fund)- Direct Plan- Half Yearly -Income Distribution Cum Capital Withdrawal Option (Payout & Reinvestment)

Groww Mutual Fund

Expense Ratio: 1.26
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Direct
Benchmark: Nifty 100 TRI
Inception: 20-01-2012
Exit Load: Nil
Fund Size:₹132.56 Cr

Performance

1Y
Fund-5.48%
Cat. Avg.-4.85%
2Y
Fund-1.95%
Cat. Avg.-1.34%
3Y
Fund9.33%
Cat. Avg.9.56%
5Y
Fund7.43%
Cat. Avg.7.83%
10Y
FundN/A
Cat. Avg.12.01%
SI
Fund11.25%
Cat. Avg.10.59%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1ICICI Bank Limited10.948.27%
2Larsen & Toubro Limited10.778.14%
3HDFC Bank Limited10.557.98%
4Bharti Airtel Limited6.604.99%
5State Bank of India5.243.96%
6Cummins India Limited5.183.92%
7Net Receivable/Payable4.533.43%
8Bajaj Finance Limited4.433.35%
9Infosys Limited4.043.05%
10Cholamandalam Invest & Finance Co Ltd3.672.77%

Similar Funds

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000058095-3.2%-6.5%
2Y07 Nov, 241.20 L.1.19 L.-0.9%-0.9%
3Y07 Nov, 231.80 L.1.84 L.+2.3%+1.5%
5Y08 Nov, 213 L.3.61 L.+20.5%+7.5%
SI07 Mar, 175.80 L.9.73 L.+67.7%+10.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.94521-5.5%-5.5%
2Y16 Oct, 241 L.96137-3.9%-2.0%
3Y16 Oct, 231 L.1.31 L.+30.7%+9.3%
5Y18 Oct, 211 L.1.42 L.+42.2%+7.3%
SI06 Mar, 171 L.2.79 L.+179.0%+11.3%

SIP Calculator

Visualize how small monthly investments grow over time.

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Beat inflation and compound wealth faster with an annual step-up.

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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