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MF_119133

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

Equity Schemes - Large Cap Fund

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End Amount
₹46,500.00
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.75%
MF_119133 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
6.58%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.41
Risk-Adjusted Return
Sortino Ratio
0.59
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 50% 15% 15%
60 days 48% 10% 10%
90 days 48% 8% 8%
180 days 49% 6% 5%
1Yr 48% 4% 4%
3Yr 58% 2% 3%
5Yr 38% 2% 2%
7Yr 26% 0% 1%
10Yr 32% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option Nifty 50
30 days 14.9% | -64.6% | 18.4% | 178.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -25.4% | -48.2% | 17.9% | 117.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -22.2% | -38.8% | 16.7% | 85.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.9% | -13.5% | 11.6% | 46.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.7% | 1.7% | 14.0% | 20.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.9% | 6.2% | 13.2% | 20.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 10.8% | 9.1% | 12.6% | 14.7% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.0% | 10.9% | 13.2% | 15.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 21 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 May 15, 2013 114 days 10% Nifty 50: 10% 10148 9111 10167
May 17, 2013 Oct. 29, 2013 165 days 15% Nifty 50: 14% 10231 8741 10231
Dec. 9, 2013 March 6, 2014 87 days 6% Nifty 50: 6% 10454 9861 10463
July 7, 2014 Aug. 21, 2014 45 days 5% Nifty 50: 4% 12519 11861 12528
Sept. 8, 2014 Oct. 31, 2014 53 days 6% Nifty 50: 5% 13019 12231 13130
Dec. 3, 2014 Jan. 15, 2015 43 days 6% Nifty 50: 6% 13722 12870 13880
March 3, 2015 Aug. 5, 2015 155 days 13% Nifty 50: 11% 14926 12963 14935
Aug. 19, 2015 July 20, 2016 336 days 20% Nifty 50: 18% 15194 12176 15269
Oct. 24, 2016 Feb. 21, 2017 120 days 12% Nifty 50: 9% 16491 14435 16546
Sept. 18, 2017 Oct. 28, 2017 40 days 6% Nifty 50: 4% 19620 18463 19741
Jan. 29, 2018 July 31, 2018 183 days 9% Nifty 50: 10% 21120 19157 21139
Aug. 28, 2018 April 16, 2019 231 days 14% Nifty 50: 14% 21759 18611 21852
April 16, 2019 May 18, 2019 32 days 5% Nifty 50: 5% 21852 20704 22065
June 3, 2019 Oct. 30, 2019 149 days 11% Nifty 50: 11% 22602 20148 22704
Jan. 16, 2020 Nov. 11, 2020 300 days 37% Nifty 50: 38% 23509 14907 23639
Jan. 12, 2021 Feb. 3, 2021 22 days 7% Nifty 50: 6% 26250 24324 26333
Feb. 15, 2021 May 29, 2021 103 days 7% Nifty 50: 6% 27231 25269 27343
Oct. 18, 2021 Nov. 24, 2022 402 days 18% Nifty 50: 16% 32537 26843 32778
Dec. 1, 2022 June 16, 2023 197 days 10% Nifty 50: 10% 33389 30065 33398
Sept. 15, 2023 Nov. 16, 2023 62 days 5% Nifty 50: 7% 35713 33852 35806
Sept. 23, 2024 Oct. 30, 2026 767 days 19% Nifty 50: 15% 50213 40667 46500