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Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option

Fund House: Groww Mutual Fund
Invest in this Scheme
Category: Debt: Short Duration
Launch Date: 05-09-2013
Asset Class: Fixed Income
Benchmark: CRISIL Short Duration Debt A-II Index
TER: 1.6% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 59.53 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 04-02-2025

2006.6464

0.5 (0.0249%)

CAGR Since Inception

6.28%

Benchmark: 8.32%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.22
Sharpe Ratio -1.26
Alpha 2.6
Beta 2.06
Yield to Maturity 7.42
Average Maturity 2.16

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option 05-09-2013 6.57 6.06 5.07 4.6 5.95
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 8.9 7.55 13.88 8.37 5.71
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.1 7.79 6.63 6.67 7.45
Invesco India Short Duration Fund - Growth 24-03-2007 7.84 7.16 5.79 5.67 6.41
Nippon India Short Term Fund-Growth Plan 10-12-2002 7.83 7.48 6.25 6.31 6.97
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 7.81 7.43 6.39 6.36 7.14
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 7.78 7.41 6.37 6.35 7.14
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 7.76 7.41 6.3 7.54 6.21
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 7.76 7.41 6.3 - -
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 7.76 7.39 6.17 6.05 6.93

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

There are no scheme documents available

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