MonitorDirect · Growth
Groww Large Cap Fund
Groww Mutual FundEquity Schemes - Large Cap Fund13.7 years
The scheme seeks to achieve long-term appreciation from a portfolio that invests predominantly in equity and equity related securities of blue chip large cap companies.
- NAV
- 50.49
- 15 Sept 2026
- 1Y
- -2.7%
- Trailing CAGR
- AUM
- ₹136.12 Cr
- 31 Aug 2026
- Volatility
- High
- 16.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.7%
- 3Y+9.4%
- 5Y+8.9%
- 10Y+11.3%
- SI+11.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.3%
- 3Y+3.0%
- 5Y+8.2%
- 10Y+11.0%
- Since inception
- +11.9%
- Calendar-day CAGR
- Excess 1Y
- -1.8%
- Category median, same plan and option
- 3Y win rate
- +34%
- Windows beating the median
- 3Y percentile
- 38
- Vs comparable share classes
- Worst rolling 3Y
- -4.0%
- 2638 daily-ending windows
- Median rolling 3Y
- +14.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +3.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 147 recovered episodes
- Longest recovery
- 233 days
- Trough to prior peak
- Current spell
- 722 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
16 Jan 2020 – 11 Nov 2020
Trough 23 Mar 2020 · recovered in 233 days
-36.6%
19 Aug 2015 – 20 Jul 2016
Trough 29 Feb 2016 · recovered in 142 days
-19.9%
23 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-19.0%
18 Oct 2021 – 24 Nov 2022
Trough 17 Jun 2022 · recovered in 160 days
-17.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
38
Vs category
39
Consistency
37
Risk-adjusted
48
Drawdown
9
Mean
34
Portfolio
31 Aug 2026 · 47 holdings · top 10 are 51.3%.
- Top 5
- 34.3%
- Top 10
- 51.3%
- Largest holding
- 9.2%
- Effective holdings
- 26.0
ICICI Bank Ltd
Financial
9.2%
HDFC Bank Ltd
Financial
7.8%
Larsen & Toubro Ltd
Industrials
7.3%
Bharti Airtel Ltd
Technology
4.7%
Reverse Repo
Unspecified
3.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Canara Robeco Large Cap Fund
Canara Robeco Mutual Fund
- 1Y
- -3.2%
- 3Y
- +9.8%
- Vol
- 15.2%
- Max DD
- -32.6%
- Sharpe
- 0.60
- 3Y win
- +60%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
JM Large Cap Fund
JM Financial Mutual Fund
- 1Y
- +0.6%
- 3Y
- +10.3%
- Vol
- 13.5%
- Max DD
- -19.8%
- Sharpe
- 0.55
- 3Y win
- +42%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
WhiteOak Capital Large Cap Fund
WhiteOak Capital Mutual Fund
- 1Y
- -1.6%
- 3Y
- +12.0%
- Vol
- 12.6%
- Max DD
- -15.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Axis Large Cap Fund
Axis Mutual Fund
- 1Y
- -4.0%
- 3Y
- +7.9%
- Vol
- 14.7%
- Max DD
- -30.1%
- Sharpe
- 0.58
- 3Y win
- +44%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Invesco India Large Cap Fund
Invesco Mutual Fund
- 1Y
- +1.1%
- 3Y
- +12.7%
- Vol
- 15.6%
- Max DD
- -36.9%
- Sharpe
- 0.64
- 3Y win
- +73%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown