Groww Large Cap Fund - Direct Plan - Growth
code 119133 Large Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 9.98% | -5.88% | -6.07% | 0.19% | 2026-10-09 → 2026-11-09 |
| 3M | 1.88% | -3.56% | -4.39% | 0.83% | 2026-08-07 → 2026-11-09 |
| 6M | 5.37% | 4.03% | 2.48% | 1.56% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.74% | -3.20% | -4.86% | 1.66% | 2025-11-07 → 2026-11-09 |
| 3Y | 12.54% | 9.54% | 7.90% | 1.64% | 2023-11-09 → 2026-11-09 |
| 5Y | 9.27% | 8.41% | 7.02% | 1.39% | 2021-11-09 → 2026-11-09 |
| 7Y | 12.00% | 11.23% | 11.94% | -0.71% | 2019-11-08 → 2026-11-09 |
| 10Y | 12.23% | 11.31% | 11.76% | -0.45% | 2016-11-09 → 2026-11-09 |
| since inception | 12.33% | 11.76% | 11.98% | -0.22% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 30.13% | 5.38% | 6.21% | 35.65% | 0.18% | 13.55% | 9.86% | 19.07% | 5.86% | 23.75% | 14.21% | 8.95% |
| benchmark | 34.88% | -1.26% | 5.01% | 32.88% | 2.57% | 11.83% | 16.08% | 26.45% | 4.94% | 21.24% | 12.95% | 10.24% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,131 | 14.20% | 11.69% | -29.77% | 75.78% | 87% | 52% |
| 3 years | 2,643 | 13.42% | 14.07% | -3.95% | 26.69% | 99% | 56% |
| 5 years | 2,150 | 13.04% | 13.25% | 1.36% | 23.46% | 100% | 36% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 10.71% | 8.19% | 10.99% |
| volatility | 14.80% | 13.95% | 16.35% |
| max drawdown | -19.01% | -19.01% | -36.59% |
| downside deviation | 10.53% | 9.77% | 11.69% |
| Sharpe ratio | 0.36 | 0.23 | 0.39 |
| Sortino ratio | 0.51 | 0.32 | 0.55 |
| Calmar ratio | 0.56 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Large Cap Fund
Overall ★★★☆☆ (3y ★★★☆☆ · 5y ★★★☆☆ · 10y ★★☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 30 funds | 5 years of 27 funds | 10 years of 22 funds |
|---|---|---|---|
| return | 35th | 62nd | 77th |
| volatility | 66th | 66th | 77th |
| Sharpe | 35th | 62nd | 77th |
| Sortino | 42nd | 62nd | 77th |
| worst fall | 90th | 70th | 48th |
| risk-adjusted return (MRAR) | 38th | 62nd | 81st |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.