Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.37% | -3.94% | -5.06% | -5.42% | -7.89% | 9.04% | 7.32% | 10.84% | 10.66% |
NAV history
About this fund
Groww Large Cap Fund is a large-cap equity fund offered by Groww Mutual Fund, classified under Equity as Equity Scheme - Large Cap Fund. Large-cap funds are generally among the less volatile equity categories, though still subject to market risk. Its latest NAV is ₹49.02.
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Groww Large Cap Fund has recorded a return of about -7.9%, with a three-year return of 9.0% and a five-year return of 7.3%. Its annualised volatility is 16.1% — relatively large fluctuations — and its Sharpe ratio is -0.89, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.94%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.32 | 10.29 | -29.91 | 75.78 | 84% | 44% |
| 3Y | 12.95 | 13.48 | -3.95 | 26.40 | 98% | 63% |
| 5Y | 13.40 | 13.23 | 7.11 | 23.76 | 100% | 61% |
| 7Y | 12.84 | 12.85 | 10.45 | 15.40 | 100% | 71% |
| 10Y | 11.83 | 12.07 | 10.65 | 12.77 | 100% | 55% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Tata Large Cap Fund Equity Scheme - Large Cap Fund | -4.05 | -6.58 | -5.69 | -7.68 | 9.24 | 7.82 | 11.52 | 0.82 |
| DSP Large Cap Fund Equity Scheme - Large Cap Fund | -2.37 | -4.58 | -5.30 | -9.69 | 9.87 | 8.60 | 10.18 | 0.76 |
| Aditya Birla Sun Life Large Cap Fund Equity Scheme - Large Cap Fund | -3.44 | -4.87 | -4.82 | -9.27 | 8.58 | 7.49 | 11.09 | 0.81 |
| SBI Large Cap Fund Equity Scheme - Large Cap Fund | -3.71 | -5.45 | -5.73 | -6.88 | 7.93 | 7.65 | 11.31 | 0.65 |
| HSBC Large Cap Fund Equity Scheme - Large Cap Fund | -4.18 | -3.88 | -4.55 | -6.53 | 9.14 | 7.55 | 11.34 | 1.01 |
| Kotak Large Cap Fund Equity Scheme - Large Cap Fund | -3.82 | -5.84 | -5.97 | -9.21 | 9.04 | 7.73 | 12.16 | – |
| LIC MF Large Cap Fund Equity Scheme - Large Cap Fund | -5.09 | -5.17 | -5.90 | -11.69 | 6.67 | 4.58 | 9.90 | 0.85 |
| Invesco India Large Cap Fund Equity Scheme - Large Cap Fund | -4.73 | -4.40 | -1.56 | -4.61 | 12.49 | 9.42 | 13.19 | 0.66 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Groww Banking & Financial Services Fund Sectoral/Thematic - Banking/Financial | -8.92 | -7.36 | -2.75 | 1.07 | – | – | – | 0.46 |
| Groww Nifty Smallcap 250 Index Fund Index Funds - Equity Funds | -7.69 | -5.54 | 1.18 | -1.51 | – | – | – | 0.45 |
| Groww Nifty Non-Cyclical Consumer Index Fund Index Funds - Equity Funds | -6.46 | -8.92 | -7.90 | -16.22 | – | – | – | 0.50 |
| Groww Nifty EV & New Age Automotive ETF FOF Other Scheme - FoF Domestic | -8.17 | -8.92 | -4.43 | -7.69 | – | – | – | 0.12 |
| Groww Nifty India Defence ETF FOF Other Scheme - FoF Domestic | -7.22 | -7.55 | -2.61 | 7.10 | – | – | – | 0.10 |
| Groww Gold ETF FOF Other Scheme - FoF Domestic | -5.97 | -1.63 | -6.07 | 10.90 | – | – | – | 0.10 |
| Groww Multicap Fund Equity Scheme - Multi Cap Fund | -6.57 | -1.31 | 5.68 | 9.31 | – | – | – | 0.22 |
| Groww Nifty India Railways PSU Index Fund Index Funds - Equity Funds | -6.90 | -11.78 | -24.00 | -28.21 | – | – | – | 0.50 |