Formerly Indiabulls Dynamic Bond Reg Wkly IDCW-T
₹ 1009.8273
NAV (Apr 22)
Dynamic bond funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.
Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 1009.8273
NAV (Apr 22)
Last 1Y | 1.1% |
Last 3Y | 3% |
Last 5Y | 2.9% |
Last 10Y | NA |
Since Inception | 3% |
6 Month CAGR | 0.5% |
To generate reasonable returns commensurate with the risk taken by active duration management of the portfolio. The Scheme would be investing in debt instruments including but not limited to bonds,debentures,government securities and money market instruments over various maturity periods. However,there can be no assurance that the investment objective of the scheme will be achieved. The Scheme does not assure or guarantee any returns.
Expense Ratio | 1.45 |
Launched (6y ago) | Dec 04, 2018 |
AUM in Crores | 37.922 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | CRISIL Dynamic Bond TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.3 |
Standard Deviation (5yr) | 1.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.62 |
Sharpe Ratio (5yr) | -1.232 |
YTM | 6.9 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Groww Dynamic Bond Transfer fund (Dividend Payout - Weekly) | 7,84,936 | 52,324 | 2.9% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
7.18% govt stock 2033
34.3%ccil
22.6%small industries development bank of india
9.2%bank of baroda
9.1%7.06% govt stock 2028
5.2%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
Groww Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
17.1% | 11.8% | ||
5.3% | 7% | ||
19.3% | 10.6% | ||
3.8% | 6.2% | ||
17.6% | 9.9% |
Groww Dynamic Bond Transfer fund (D-W) is a Dynamic Bond Debt fund and has delivered an annualised return of 3% over a period of 5 years. The fund was previously known as Indiabulls Dynamic Bond Reg Wkly IDCW-T. The fund is managed by Groww Asset Management Ltd.. The fund manager’s name is Kaustubh Sule.
Nav of Groww Dynamic Bond Transfer fund (D-W) as of 4/22/2024 is ₹1009.83 with the total AUM as of 4/23/2024 is ₹37.922. With Scripbox you can compare and check the latest nav for all mutual funds in India. Groww Dynamic Bond Transfer fund (D-W) was launched on Dec 04, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Groww Dynamic Bond Transfer fund (D-W) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Groww Dynamic Bond Transfer fund (D-W) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Dynamic Bond TR INR.
Groww Dynamic Bond Transfer fund (D-W) is rated as a 1 fund in Debt and delivered 1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Groww Dynamic Bond Transfer fund (D-W).
What is Groww Dynamic Bond Transfer fund (D-W)?
How to invest in Groww Dynamic Bond Transfer fund (D-W)?
You can invest in Groww Dynamic Bond Transfer fund (D-W) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Groww Dynamic Bond Transfer fund (D-W)?
The minimum sip amount for Groww Dynamic Bond Transfer fund (D-W) is ₹0. You can invest in multiples of ₹5000.
Is Groww Dynamic Bond Transfer fund (D-W) good to invest in?
As per Scripbox experts, Groww Dynamic Bond Transfer fund (D-W) is a Not Recommended fund. You can investGroww Dynamic Bond Transfer fund (D-W) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Groww Dynamic Bond Transfer fund (D-W)?
The expense ratio of the Groww Dynamic Bond Transfer fund (D-W) is 1.45% for regular plan.