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

Fund House: Groww Mutual Fund
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 (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 55.14 Cr As on 31-10-2024(Source:AMFI)
Turn over: - | Exit Load: Nil

1980.5319

6.27%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 7.05
Average Maturity 3.23

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 7.13 6.1 4.57 4.6 5.99
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 9.28 7.43 13.45 8.36 5.77
HDFC Short Term Debt Fund - Growth Option 05-06-2010 8.4 7.67 6.11 6.69 7.48
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 8.07 7.38 6.0 7.38 6.37
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 8.06 7.25 5.93 6.32 7.18
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units 01-01-2013 8.06 7.33 - - -
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 01-01-2013 8.06 7.33 5.9 7.51 6.29
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 8.06 7.23 5.61 5.97 6.93
Nippon India Short Term Fund-Growth Plan 10-12-2002 8.05 7.29 5.81 6.26 7.04
Invesco India Short Duration Fund - Growth 24-03-2007 8.03 6.94 5.33 5.59 6.5

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%

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