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: 17-01-2025
NAV ₹1997.49(R) +0.01% ₹2284.44(D) +0.01%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 6.63% 4.87% 4.6% 5.07% 5.94%
LumpSum (D) 7.92% 6.1% 5.89% 6.31% 7.2%
SIP (R) -9.65% 4.12% 4.32% 3.74% 4.31%
SIP (D) -8.59% 5.35% 5.57% 4.97% 5.56%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-1.67 -0.46 0.43 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.23% -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
Axis Short Term Fund 5

NAV Date: 17-01-2025

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) 1014.51
0.1100
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Weekly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1014.92
0.1400
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1016.24
0.1400
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1017.35
0.1100
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1018.4
0.1400
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1023.6
0.1100
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option 1997.49
0.2100
0.0100%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund) - Direct Plan - Growth Option 2284.44
0.3100
0.0100%

Review Date: 17-01-2025

Groww Short Duration Fund has shown 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 6.63% in 1 year, 4.87% in 3 years, 4.6% in 5 years and 5.94% in 10 years. The category average for the same periods is 7.29%, 6.21%, 6.15% and 6.66% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 1.23, VaR of -0.7, Average Drawdown of -0.48, Semi Deviation of 0.98 and Max Drawdown of -1.09. The category average for the same parameters is 1.63, -0.35, -0.51, 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 ₹10792.0 in 1 year, ₹11944.0 in 3 years and ₹13311.0 in 5 years as of today (17-01-2025).
  2. An SIP of ₹1,000 per month in Groww Short Duration Fund direct growth option would have grown to ₹11433.0 in 1 year, ₹39055.0 in 3 years and ₹69092.0 in 5 years as of today (17-01-2025).
  3. standard deviation of 1.23 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 -1.67 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 % 0.39
0.42
0.00 | 0.49 21 | 22 Poor
3M Return % 1.25
1.47
0.00 | 3.22 21 | 22 Poor
6M Return % 3.31
3.60
0.00 | 5.36 21 | 22 Poor
1Y Return % 6.63
7.29
0.00 | 8.98 21 | 22 Poor
3Y Return % 4.87
6.21
4.87 | 13.70 22 | 22 Poor
5Y Return % 4.60
6.15
4.60 | 8.36 19 | 19 Poor
7Y Return % 5.07
6.20
4.64 | 7.18 16 | 17 Poor
10Y Return % 5.94
6.66
5.70 | 7.43 16 | 17 Poor
1Y SIP Return % -9.65
-9.15
-14.99 | -6.81 21 | 22 Poor
3Y SIP Return % 4.12
4.99
0.95 | 8.02 21 | 22 Poor
5Y SIP Return % 4.32
5.62
4.32 | 9.76 19 | 19 Poor
7Y SIP Return % 3.74
5.17
3.74 | 6.78 17 | 17 Poor
10Y SIP Return % 4.31
5.49
4.31 | 6.24 17 | 17 Poor
Standard Deviation 1.23
1.63
0.88 | 9.60 18 | 21 Average
Semi Deviation 0.98
0.95
0.68 | 2.44 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 % -0.48
-0.51
-1.19 | -0.24 11 | 21 Good
Sharpe Ratio -1.67
-0.85
-1.67 | 0.66 21 | 21 Poor
Sterling Ratio 0.43
0.58
0.43 | 1.30 21 | 21 Poor
Sortino Ratio -0.46
-0.19
-0.46 | 1.92 21 | 21 Poor
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.50 0.47 0.00 | 0.55 10 | 22
3M Return % 1.56 1.63 0.00 | 3.37 18 | 22
6M Return % 3.94 3.92 0.00 | 5.65 17 | 22
1Y Return % 7.92 7.93 0.00 | 9.58 19 | 22
3Y Return % 6.10 6.80 3.06 | 14.23 21 | 22
5Y Return % 5.89 6.80 4.60 | 8.87 18 | 19
7Y Return % 6.31 6.84 4.69 | 7.89 14 | 17
10Y Return % 7.20 7.34 6.04 | 8.18 11 | 17
1Y SIP Return % -8.59 -8.60 -14.97 | -6.32 19 | 22
3Y SIP Return % 5.35 5.65 0.60 | 8.58 19 | 22
5Y SIP Return % 5.57 6.25 3.81 | 10.27 18 | 19
7Y SIP Return % 4.97 5.76 3.18 | 7.27 16 | 17
10Y SIP Return % 5.56 6.13 4.12 | 7.01 16 | 17
Standard Deviation 1.23 1.63 0.88 | 9.60 18 | 21
Semi Deviation 0.98 0.95 0.68 | 2.44 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 % -0.48 -0.51 -1.19 | -0.24 11 | 21
Sharpe Ratio -1.67 -0.85 -1.67 | 0.66 21 | 21
Sterling Ratio 0.43 0.58 0.43 | 1.30 21 | 21
Sortino Ratio -0.46 -0.19 -0.46 | 1.92 21 | 21
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.01 ₹ 10,001.00 0.01 ₹ 10,001.00
1W 0.09 ₹ 10,009.00 0.11 ₹ 10,011.00
1M 0.39 ₹ 10,039.00 0.50 ₹ 10,050.00
3M 1.25 ₹ 10,125.00 1.56 ₹ 10,156.00
6M 3.31 ₹ 10,331.00 3.94 ₹ 10,394.00
1Y 6.63 ₹ 10,663.00 7.92 ₹ 10,792.00
3Y 4.87 ₹ 11,533.00 6.10 ₹ 11,944.00
5Y 4.60 ₹ 12,522.00 5.89 ₹ 13,311.00
7Y 5.07 ₹ 14,135.00 6.31 ₹ 15,351.00
10Y 5.94 ₹ 17,809.00 7.20 ₹ 20,039.00
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 -9.65 ₹ 11,362.69 -8.59 ₹ 11,433.14
3Y ₹ 36000 4.12 ₹ 38,338.52 5.35 ₹ 39,054.96
5Y ₹ 60000 4.32 ₹ 66,942.12 5.57 ₹ 69,092.10
7Y ₹ 84000 3.74 ₹ 95,931.02 4.97 ₹ 100,238.38
10Y ₹ 120000 4.31 ₹ 149,617.44 5.56 ₹ 159,601.32
15Y ₹ 180000 ₹ ₹


Date Groww Short Duration Fund NAV Regular Growth Groww Short Duration Fund NAV Direct Growth
17-01-2025 1997.4852 2284.4368
16-01-2025 1997.277 2284.1235
15-01-2025 1995.0548 2281.507
14-01-2025 1993.762 2279.9535
13-01-2025 1993.6435 2279.7435
10-01-2025 1995.7614 2281.9399
09-01-2025 1995.387 2281.4367
08-01-2025 1995.3977 2281.3739
07-01-2025 1995.7417 2281.692
06-01-2025 1994.7198 2280.4484
03-01-2025 1993.5541 2278.8907
02-01-2025 1993.0843 2278.2786
01-01-2025 1993.1735 2278.3055
31-12-2024 1992.6882 2277.6758
30-12-2024 1991.2239 2275.9271
27-12-2024 1990.4795 2274.8515
26-12-2024 1989.9405 2274.1607
24-12-2024 1989.5372 2273.55
23-12-2024 1989.7137 2273.6769
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

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.