- Mutual Funds
- Groww Mutual Fund
- Groww Short DurationFund (Growth)
Formerly Indiabulls S/T Reg Gr
Groww Short DurationFund (Growth)
₹ 1854.1055
NAV (Dec 07)
Short term 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.
Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1854.1055
NAV (Dec 7)
Fund Returns
Last 1Y | 5.1% |
Last 3Y | 3.1% |
Last 5Y | 4.3% |
Last 10Y | 6.1% |
Since Inception | 6.2% |
6 Month CAGR | 2.2% |
Scheme Information
The Scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising debt and money market instruments such that the Macaulay duration of the portfolio is between 1 year – 3 years. However,there can be no assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 1.6 |
Launched (10y ago) | Sep 13, 2013 |
AUM in Crores | 37.349 |
ISIN | INF666M01AJ5 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.2 |
Standard Deviation (5yr) | 1.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.678 |
Sharpe Ratio (5yr) | -0.6 |
YTM | 7.33 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Groww Short DurationFund (Growth) | 8,11,972 | 79,360 | 4.3% | |
| 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.
Asset allocation and Holdings
Top Debt Holdings
7.06% govt stock 2028
40%7.38% govt stock 2027
31%08.08 hr sdl 2025
13.5%ccil
12.7%net receivable/payable
1.4%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,945 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Groww Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.2% | 5.1% | ||
13.9% | 11.1% | ||
4.7% | 7% | ||
18.1% | 9.9% | ||
3.1% | 6.2% |
Groww Short DurationFund (G) Review
Groww Short DurationFund (G) is a Short Term Debt fund and has delivered an annualised return of 6.2% over a period of 10 years. The fund was previously known as Indiabulls S/T Reg Gr. The fund is managed by Groww Asset Management Ltd.. The fund managers are Karan Singh, Kaustubh Sule.
Nav of Groww Short DurationFund (G) as of 12/7/2023 is ₹1854.11 with the total AUM as of 12/8/2023 is ₹37.349. With Scripbox you can compare and check the latest nav for all mutual funds in India. Groww Short DurationFund (G) was launched on Sep 13, 2013. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Groww Short DurationFund (G) is ₹1000 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 Short DurationFund (G) 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 Short Duration Debt TR INR.
Groww Short DurationFund (G) is rated as a 1 fund in Debt and delivered 5.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Groww Short DurationFund (G).
Frequently Asked Questions
What is Groww Short DurationFund (G)?
How to invest in Groww Short DurationFund (G)?
You can invest in Groww Short DurationFund (G) 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 Short DurationFund (G)?
The minimum sip amount for Groww Short DurationFund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Groww Short DurationFund (G) good to invest in?
As per Scripbox experts, Groww Short DurationFund (G) is a Not Recommended fund. You can investGroww Short DurationFund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Groww Short DurationFund (G)?
The expense ratio of the Groww Short DurationFund (G) is 1.6% for regular plan.