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 Fund BII Index
TER: 1.6018% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 38.41 Cr As on (30-04-2024)
Turn over: - | Exit Load: Nil

1015.9503

3.16%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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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
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
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.3
Average Maturity 2.49

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- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 13-09-2013 5.24 5.07 3.7 3.84 -
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.19 7.32 5.83 7.17 7.72
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.16 6.89 5.49 7.02 7.59
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 6.89 6.71 7.0 5.21 6.5
Nippon India Short Term Fund-Growth Plan 10-12-2002 6.71 6.47 5.2 6.59 7.21
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 6.69 6.7 5.51 6.9 7.59
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 6.67 6.57 5.0 5.99 7.14
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 6.59 6.55 5.26 6.7 7.28
Invesco India Short Duration Fund - Growth 24-03-2007 6.59 6.11 4.57 5.98 6.6
Invesco India Short Duration Fund - Plan B - Growth 24-03-2007 6.57 6.1 4.57 5.98 6.6

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

99.98%

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