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: 20-12-2024
NAV ₹1988.88(R) 0.0% ₹2272.5(D) +0.01%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 6.72% 4.67% 4.62% 5.03% 5.97%
LumpSum (D) 8.01% 5.91% 5.9% 6.28% 7.23%
SIP (R) -38.35% 0.46% 3.05% 3.93% 4.79%
SIP (D) -37.53% 1.71% 4.33% 5.21% 6.06%
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: 20-12-2024

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) 1012.67
0.0200
0.0000%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Weekly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1012.81
0.0600
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1014.1
0.0600
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1014.95
0.0200
0.0000%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1018.82
0.0500
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1023.94
0.0200
0.0000%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option 1988.88
0.0500
0.0000%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund) - Direct Plan - Growth Option 2272.5
0.1300
0.0100%

Review Date: 20-12-2024

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 6.72% in 1 year, 4.67% in 3 years, 4.62% in 5 years and 5.97% in 10 years. The category average for the same periods is 7.35%, 6.07%, 6.11% and 6.73% 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 -0.45, 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, 0.95 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 ₹10801.0 in 1 year, ₹11878.0 in 3 years and ₹13320.0 in 5 years as of today (20-12-2024).
  2. An SIP of ₹1,000 per month in Groww Short Duration Fund direct growth option would have grown to ₹9388.0 in 1 year, ₹36959.0 in 3 years and ₹66964.0 in 5 years as of today (20-12-2024).
  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 % 0.43
0.50
0.00 | 0.62 21 | 22 Poor
3M Return % 1.30
1.56
0.00 | 3.24 21 | 22 Poor
6M Return % 3.46
3.74
0.00 | 5.43 21 | 22 Poor
1Y Return % 6.72
7.35
0.00 | 9.04 21 | 22 Poor
3Y Return % 4.67
6.07
4.67 | 13.57 21 | 21 Poor
5Y Return % 4.62
6.11
4.62 | 8.38 19 | 19 Poor
7Y Return % 5.03
6.16
4.61 | 7.16 16 | 17 Poor
10Y Return % 5.97
6.73
5.75 | 7.49 16 | 17 Poor
1Y SIP Return % -38.35
-37.71
-38.35 | -35.91 21 | 21 Poor
3Y SIP Return % 0.46
1.59
0.46 | 4.96 20 | 20 Poor
5Y SIP Return % 3.05
4.46
3.05 | 8.72 18 | 18 Poor
7Y SIP Return % 3.93
5.49
3.93 | 6.90 16 | 16 Poor
10Y SIP Return % 4.79
6.05
4.79 | 6.77 16 | 16 Poor
Standard Deviation 1.24
1.64
0.91 | 9.61 18 | 21 Average
Semi Deviation 0.98
0.95
0.69 | 2.44 17 | 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 % -0.45
-0.50
-1.19 | -0.24 9 | 21 Good
Sharpe Ratio -1.70
-0.88
-1.70 | 0.65 21 | 21 Poor
Sterling Ratio 0.41
0.56
0.41 | 1.28 21 | 21 Poor
Sortino Ratio -0.47
-0.20
-0.47 | 1.89 21 | 21 Poor
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.53 0.55 0.00 | 0.66 16 | 22
3M Return % 1.60 1.72 0.00 | 3.38 18 | 22
6M Return % 4.09 4.07 0.00 | 5.72 17 | 22
1Y Return % 8.01 8.01 0.00 | 9.64 19 | 22
3Y Return % 5.91 6.66 3.09 | 14.08 20 | 21
5Y Return % 5.90 6.76 3.82 | 8.89 18 | 19
7Y Return % 6.28 6.81 4.75 | 7.84 14 | 17
10Y Return % 7.23 7.41 6.19 | 8.28 12 | 17
1Y SIP Return % -37.53 -37.26 -37.74 | -35.53 19 | 21
3Y SIP Return % 1.71 2.33 1.61 | 5.53 18 | 20
5Y SIP Return % 4.33 5.20 4.33 | 9.25 18 | 18
7Y SIP Return % 5.21 6.21 5.21 | 7.40 16 | 16
10Y SIP Return % 6.06 6.77 6.06 | 7.56 16 | 16
Standard Deviation 1.24 1.64 0.91 | 9.61 18 | 21
Semi Deviation 0.98 0.95 0.69 | 2.44 17 | 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 % -0.45 -0.50 -1.19 | -0.24 9 | 21
Sharpe Ratio -1.70 -0.88 -1.70 | 0.65 21 | 21
Sterling Ratio 0.41 0.56 0.41 | 1.28 21 | 21
Sortino Ratio -0.47 -0.20 -0.47 | 1.89 21 | 21
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.00 ₹ 10,000.00 0.01 ₹ 10,001.00
1W -0.01 ₹ 9,999.00 0.01 ₹ 10,001.00
1M 0.43 ₹ 10,043.00 0.53 ₹ 10,053.00
3M 1.30 ₹ 10,130.00 1.60 ₹ 10,160.00
6M 3.46 ₹ 10,346.00 4.09 ₹ 10,409.00
1Y 6.72 ₹ 10,672.00 8.01 ₹ 10,801.00
3Y 4.67 ₹ 11,469.00 5.91 ₹ 11,878.00
5Y 4.62 ₹ 12,532.00 5.90 ₹ 13,320.00
7Y 5.03 ₹ 14,103.00 6.28 ₹ 15,315.00
10Y 5.97 ₹ 17,859.00 7.23 ₹ 20,092.00
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 -38.35 ₹ 9,325.46 -37.53 ₹ 9,387.70
3Y ₹ 36000 0.46 ₹ 36,254.09 1.71 ₹ 36,959.26
5Y ₹ 60000 3.05 ₹ 64,825.38 4.33 ₹ 66,963.96
7Y ₹ 84000 3.93 ₹ 96,582.78 5.21 ₹ 101,102.57
10Y ₹ 120000 4.79 ₹ 153,346.20 6.06 ₹ 163,838.76
15Y ₹ 180000 ₹ ₹


Date Groww Short Duration Fund NAV Regular Growth Groww Short Duration Fund NAV Direct Growth
20-12-2024 1988.8799 2272.4995
19-12-2024 1988.8343 2272.3725
18-12-2024 1989.894 2273.5085
17-12-2024 1989.6325 2273.1349
16-12-2024 1989.7298 2273.1694
13-12-2024 1989.1664 2272.3012
12-12-2024 1989.0889 2272.1104
11-12-2024 1989.6586 2272.6863
10-12-2024 1989.7777 2272.7475
09-12-2024 1988.6005 2271.3281
06-12-2024 1987.6186 2269.9941
05-12-2024 1988.9252 2271.4115
04-12-2024 1988.3848 2270.7195
03-12-2024 1987.5522 2269.6939
02-12-2024 1986.8799 2268.8515
29-11-2024 1983.3035 2264.5194
28-11-2024 1981.3319 2262.1937
27-11-2024 1981.0597 2261.8085
26-11-2024 1981.3125 2262.0226
25-11-2024 1981.1013 2261.707
22-11-2024 1980.5319 2260.8337
21-11-2024 1980.3084 2260.504

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.