G
Groww Largecap Fund (formerly known as Indiabulls Bluechip Fund)- Direct Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Groww Mutual Fund Equity Large Cap Fund
Expense Ratio
0.64%
AUM
₹92.16 Lakh
Plan Type
Direct
Market Cap
Large
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-18.19%
Poor
6 Months
+10.40%
Good
1 Year
+11.45%
Average
3 Years
+15.97%
Good
5 Years
+12.99%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹92.16 Lakh
Recent Trend
Declining
Stability Score
8.1
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-17.39%
3Y
3Y CAGR
+28.55%
5Y
5Y CAGR
+40.90%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.20%
Annualized standard deviation
Sharpe Ratio
0.778
Fair - Risk-adjusted return
Max Drawdown
-19.00%
Moderate - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.89%
Average daily price movement
Annualized Volatility
14.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance