Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Fund House: Groww Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 13-09-2013 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short Duration Debt A-II Index |
| TER: 1.6% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 58.74 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
1014.9459
0.02 (0.0015%)
3.37%
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:
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
2 Years 8 Months
2 Years 8 Months
2 Years 8 Months
2 Years 8 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 | 7.18 |
| Average Maturity | 3.38 |
PEER COMPARISON
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.99%
