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 Fund BII Index
TER: 1.6% As on (31-03-2024)
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

1905.1829

6.21%

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
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 1.2
Sharpe Ratio -1.1
Alpha 2.24
Beta 1.85
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 - Growth Option 05-09-2013 5.32 5.33 3.82 4.11 6.05
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.14 7.34 5.8 7.16 7.72
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.12 6.86 5.44 7.01 7.6
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 6.93 6.62 6.96 5.11 6.52
Nippon India Short Term Fund-Growth Plan 10-12-2002 6.68 6.42 5.18 6.59 7.21
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 6.65 6.66 5.46 6.9 7.6
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 6.55 6.55 4.93 5.95 7.15
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 6.53 6.48 5.21 6.65 7.28
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 6.51 6.61 4.83 6.34 7.05
Invesco India Short Duration Fund - Growth 24-03-2007 6.49 5.99 4.52 5.98 6.61

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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