Screener > Large Cap > Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund

Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option

Compare with Peers →
AMC: Groww Mutual Fund • Category: Large Cap • NAV: Rs 44.7 (2026-11-11) • Rank: #11 in category (#257 overall) • Index Proxy: Nifty 50
🏛️ 10+ Years Proven
Information only. Past performance does not guarantee future returns. Check the scheme documents and consult a qualified professional before investing.

💡 Why Pick This Fund? Quantitative Strengths & Watch-outs

🟢 Key Strengths
  • Delivered positive returns in 98% of 3-year investment horizons.
  • Over 15 years of operational history across different market cycles.
🟡 Things to Keep in Mind
  • Experienced a maximum drawdown of -36.8% during severe market crashes.
₹89₹109₹130₹151₹171Aug '21Apr '24Nov '26
Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund
Proxy (Nifty 50)

Key Statistics vs Category Median

Fund Size
Rs 150 cr
Category: Rs 1,904 cr (small)
Total Expense (TER)
-
Category Median: 2.29%
Sharpe Ratio
0.40
Category Median: 0.39
Beta
1.00
Category Median: 0.97
Alpha
+1.14%
Category Median: +1.12%
Standard Deviation
14.00%
Category Median: 13.72%
MFIQ Score
4.0/10
Weak
Lagging category peers on risk-adjusted returns, downside protection, or expense drag.
Returns (30%) 4.6/10
3Y CAGR 11.2% vs category median 11.1% (+0.1 points); 5Y CAGR 8.2%.
Risk Management (30%) 4.7/10
Sharpe ratio 0.40 (cat median 0.39), downside capture 94.9%, max fall -36.8%.
Consistency (20%) 2.2/10
97.8% of 3Y rolling windows positive; beat category median in 2 of 5 calendar years.
Cost Efficiency (20%) -/10
Expense ratio not reported.
Ranked #11 of 29 in Large Cap. Percentile standing measured against category cohort.

Trailing Returns Comparison

Period Fund Return Category Median Difference
1 Month +10.64% +10.11% +0.53%
3 Months +2.34% +2.34% 0.00%
6 Months +6.94% +7.43% -0.49%
1 Year +1.45% +1.45% 0.00%
3 Years CAGR +11.25% +11.11% +0.14%
5 Years CAGR +8.22% +8.67% -0.45%
7 Years CAGR +10.59% +12.38% -1.79%
10 Years CAGR +11.00% +12.11% -1.11%
Since Inception +10.68% - -

📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay

See how a regular monthly SIP in Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.

Bank FD Benchmark
7.0% p.a. Fixed Deposit
Total Invested: ₹3,60,000
Maturity Value: ₹4,01,630
Interest Earned: +₹41,630
Actual Historical Performance
Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund
CAGR: +11.25%
Fund Value: Calculating...
Extra Wealth Over FD: +₹0

Calendar Year Returns

Year Fund Category Median Gap
2026 +0.95% +0.43% +0.52%
2025 +7.50% +7.29% +0.21%
2024 +12.51% +14.09% -1.58%
2023 +22.32% +23.37% -1.05%
2022 +4.39% +1.44% +2.95%
2021 +17.45% +25.31% -7.86%
2020 +8.15% +14.56% -6.41%
2019 +12.01% +12.01% 0.00%
2018 -1.37% -0.64% -0.73%
2017 +33.36% +30.38% +2.98%
2016 +4.43% +3.25% +1.18%
2015 +3.24% -0.48% +3.72%
2014 +28.71% +38.97% -10.26%
2013 +3.95% +6.63% -2.68%

Daily Rolling Returns Summary

Rolling Window Minimum Average Median Maximum % Positive % Beating Proxy
1-Year Rolling -30.19% +12.16% +9.62% +73.08% 82.4% 38.8%
3-Year Rolling -5.54% +11.98% +12.52% +25.10% 97.8% 41.0%
5-Year Rolling -0.37% +11.57% +11.85% +22.09% 100.0% 24.5%

Risk Profile & Deepest Drawdowns

Sortino Ratio
0.55
Category: 0.54
R-Squared
0.928
Correlation with Proxy
Upside Capture
102.2%
Monthly return ratio
Downside Capture
94.9%
Lower is better

Deepest Market Corrections (Depth >= 10%)

Peak Date Trough Date Fall Depth Months to Bottom Recovery Period
2019-12-20 2020-03-23 -36.8% 3 months 8 months
2015-08-19 2016-02-29 -20.7% 6 months 5 months
2024-09-23 2025-02-28 -19.5% 5 months Not yet recovered

Portfolio & Asset Allocation

ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.

Fund Size Position

Currently managing Rs 150 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Large Cap schemes.

Too Small Small Comfortable Stretched Strained

Cost & Capital Gains Taxation

From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.

Applicable Tax Structure

Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.

Tax rules as of 23 July 2024. Verify before investing.

Closest Large Cap Peers by Rank

Scheme Score 3Y Return Expense Downside Fund Size Compare
Tata Large Cap Fund 4.5 +11.69% 2.19% 97.1% Rs 2,805 cr Compare →
Axis Large Cap Fund 5.0 +10.97% 1.73% 93.3% Rs 32,181 cr Compare →
BANK OF INDIA Large Cap Fund 4.9 +12.15% 2.78% 87.3% Rs 244 cr Compare →
HSBC Large Cap Fund 4.5 +11.28% 2.29% 85.2% Rs 1,904 cr Compare →
CANARA ROBECO LARGE CAP FUND 5.9 +11.80% 1.75% 94.7% Rs 17,706 cr Compare →

Frequently Asked Questions about Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund

What is the expense ratio of Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund?

The expense ratio for Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund is currently not reported.

Who manages Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund?

Manager tenure details are not reported.

What are the historical returns of Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund?

Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund delivered a 3-year CAGR of 11.25% and a 5-year CAGR of 8.22%. Its 1-year return stands at +1.45%.

How large is Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund?

Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund manages assets of Rs 150 cr, placing it in the 'small' size band relative to Large Cap peers.

How is Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund scored on MFIQ?

Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund holds an MFIQ Score of 4.0/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.

How risky is Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund?

Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 14.00% with a maximum historical drawdown of -36.82%.