Previously Known As : Indiabulls Short Term Fund
Groww Short Duration Fund Overview
Category Short Duration Fund
BMSMONEY Rank 21
BMSMONEY Rating
Gro. Opt. As On: 19-11-2024
NAV ₹1979.76(R) +0.04% ₹2259.73(D) +0.05%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 7.11% 4.56% 4.6% 4.96% 6.0%
LumpSum (D) 8.41% 5.8% 5.88% 6.2% 7.26%
SIP (R) -24.12% 2.21% 1.45% 2.35% 3.5%
SIP (D) -23.17% 3.45% 2.68% 3.6% 4.76%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-1.7 -0.47 0.41 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.24% -0.7% -1.09% - 0.98%
Top Short Duration Fund
Fund Name Rank Rating
Bank of India Short Term Income Fund 1
Icici Prudential Short Term Fund 2
Hdfc Short Term Debt Fund 3
Aditya Birla Sun Life Short Term Fund 4
UTI Short Duration Fund 5

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Weekly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1013.54
0.4300
0.0400%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Weekly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1013.57
0.4500
0.0400%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1015.02
0.4600
0.0500%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1016.07
0.4000
0.0400%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1017.69
0.4600
0.0400%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1022.89
0.4400
0.0400%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option 1979.76
0.8400
0.0400%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund) - Direct Plan - Growth Option 2259.73
1.0400
0.0500%

Review Date: 19-11-2024

Groww Short Duration Fund has exhibited poor performance in the Short Duration Fund category. The fund has rank of 21 out of 21 funds in the category. The fund has delivered return of 7.11% in 1 year, 4.56% in 3 years, 4.6% in 5 years and 6.0% in 10 years. The category average for the same periods is 7.49%, 5.97%, 6.05% and 6.76% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 1.24, VaR of -0.7, Average Drawdown of -0.46, Semi Deviation of 0.98 and Max Drawdown of -1.09. The category average for the same parameters is 1.64, -0.35, -0.5, 0.94 and -0.71 respectively. The fund has average risk in the category.

Key Points:

  1. An investment of ₹10,000 in Groww Short Duration Fund direct growth option would have grown to ₹10841.0 in 1 year, ₹11841.0 in 3 years and ₹13304.0 in 5 years as of today (19-11-2024).
  2. An SIP of ₹1,000 per month in Groww Short Duration Fund direct growth option would have grown to ₹10429.0 in 1 year, ₹37949.0 in 3 years and ₹64222.0 in 5 years as of today (19-11-2024).
  3. standard deviation of 1.24 and based on VaR one can expect to lose more than -0.7% of current value of fund in one year.
  4. Sharpe ratio of the fund is -1.7 which shows poor performance of fund in the short duration fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.36
0.52
0.00 | 2.27 21 | 22 Poor
3M Return % 1.58
1.84
0.00 | 3.56 21 | 22 Poor
6M Return % 3.59
3.81
0.00 | 5.54 21 | 22 Poor
1Y Return % 7.11
7.49
0.00 | 9.28 21 | 22 Poor
3Y Return % 4.56
5.97
4.56 | 13.46 21 | 21 Poor
5Y Return % 4.60
6.05
4.60 | 8.39 19 | 19 Poor
7Y Return % 4.96
6.08
4.57 | 7.09 16 | 17 Poor
10Y Return % 6.00
6.76
5.78 | 7.53 16 | 17 Poor
1Y SIP Return % -24.12
-23.65
-29.15 | -21.18 21 | 22 Poor
3Y SIP Return % 2.21
3.19
-0.23 | 7.15 20 | 21 Poor
5Y SIP Return % 1.45
2.79
1.45 | 6.96 19 | 19 Poor
7Y SIP Return % 2.35
3.83
2.35 | 5.24 17 | 17 Poor
10Y SIP Return % 3.50
4.70
3.50 | 5.47 17 | 17 Poor
Standard Deviation 1.24
1.64
0.92 | 9.59 18 | 21 Average
Semi Deviation 0.98
0.94
0.70 | 2.31 18 | 21 Average
Max Drawdown % -1.09
-0.71
-1.28 | -0.24 19 | 21 Poor
VaR 1 Y % -0.70
-0.35
-1.20 | 0.00 18 | 21 Average
Average Drawdown % -0.46
-0.50
-1.19 | -0.24 9 | 21 Good
Sharpe Ratio -1.70
-0.91
-1.70 | 0.58 21 | 21 Poor
Sterling Ratio 0.41
0.55
0.41 | 1.21 21 | 21 Poor
Sortino Ratio -0.47
-0.21
-0.47 | 1.69 21 | 21 Poor
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.46 0.57 0.00 | 2.31 19 | 22
3M Return % 1.89 2.00 0.00 | 3.70 19 | 22
6M Return % 4.22 4.14 0.00 | 5.83 16 | 22
1Y Return % 8.41 8.14 0.00 | 9.88 14 | 22
3Y Return % 5.80 6.57 3.34 | 13.97 20 | 21
5Y Return % 5.88 6.70 3.65 | 8.89 18 | 19
7Y Return % 6.20 6.73 4.78 | 7.76 13 | 17
10Y Return % 7.26 7.43 6.27 | 8.31 12 | 17
1Y SIP Return % -23.17 -23.16 -29.13 | -20.74 19 | 22
3Y SIP Return % 3.45 3.85 -0.83 | 7.71 18 | 21
5Y SIP Return % 2.68 3.40 1.22 | 7.46 18 | 19
7Y SIP Return % 3.60 4.43 2.03 | 5.73 16 | 17
10Y SIP Return % 4.76 5.34 3.49 | 6.25 16 | 17
Standard Deviation 1.24 1.64 0.92 | 9.59 18 | 21
Semi Deviation 0.98 0.94 0.70 | 2.31 18 | 21
Max Drawdown % -1.09 -0.71 -1.28 | -0.24 19 | 21
VaR 1 Y % -0.70 -0.35 -1.20 | 0.00 18 | 21
Average Drawdown % -0.46 -0.50 -1.19 | -0.24 9 | 21
Sharpe Ratio -1.70 -0.91 -1.70 | 0.58 21 | 21
Sterling Ratio 0.41 0.55 0.41 | 1.21 21 | 21
Sortino Ratio -0.47 -0.21 -0.47 | 1.69 21 | 21
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.04 ₹ 10,004.00 0.05 ₹ 10,005.00
1W 0.08 ₹ 10,008.00 0.11 ₹ 10,011.00
1M 0.36 ₹ 10,036.00 0.46 ₹ 10,046.00
3M 1.58 ₹ 10,158.00 1.89 ₹ 10,189.00
6M 3.59 ₹ 10,359.00 4.22 ₹ 10,422.00
1Y 7.11 ₹ 10,711.00 8.41 ₹ 10,841.00
3Y 4.56 ₹ 11,432.00 5.80 ₹ 11,841.00
5Y 4.60 ₹ 12,520.00 5.88 ₹ 13,304.00
7Y 4.96 ₹ 14,035.00 6.20 ₹ 15,238.00
10Y 6.00 ₹ 17,911.00 7.26 ₹ 20,145.00
15Y

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -24.12 ₹ 10,361.68 -23.17 ₹ 10,428.89
3Y ₹ 36000 2.21 ₹ 37,241.89 3.45 ₹ 37,949.26
5Y ₹ 60000 1.45 ₹ 62,249.46 2.68 ₹ 64,221.78
7Y ₹ 84000 2.35 ₹ 91,324.04 3.60 ₹ 95,466.25
10Y ₹ 120000 3.50 ₹ 143,464.44 4.76 ₹ 153,089.64
15Y ₹ 180000


Date Groww Short Duration Fund NAV Regular Growth Groww Short Duration Fund NAV Direct Growth
19-11-2024 1979.7622 2259.7318
18-11-2024 1978.9186 2258.6944
14-11-2024 1977.7492 2257.0622
13-11-2024 1977.8375 2257.0887
12-11-2024 1978.0867 2257.2985
11-11-2024 1978.4378 2257.6246
08-11-2024 1977.422 2256.2424
07-11-2024 1976.4319 2255.0384
06-11-2024 1976.0937 2254.5783
05-11-2024 1975.8755 2254.2551
04-11-2024 1975.818 2254.1153
31-10-2024 1974.9193 2252.793
30-10-2024 1974.6703 2252.4348
29-10-2024 1974.4296 2252.086
28-10-2024 1974.1679 2251.7133
25-10-2024 1973.7668 2251.0334
24-10-2024 1973.1443 2250.2492
23-10-2024 1972.7783 2249.7576
22-10-2024 1971.8354 2248.6081
21-10-2024 1972.6319 2249.4422

Fund Launch Date: 22/Aug/2013
Fund Category: Short Duration Fund
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 debt and moneymarket 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 thescheme will be achieved.
Fund Description: Short Duration Fund
Fund Benchmark: CRISIL Short-Term Bond Fund Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.