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Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option
Category: Debt: Short Duration
Launch Date: 05-09-2013
AUM:
₹ 134.51 Cr
Expense Ratio
1.0%
Benchmark
CRISIL Short Duration Debt A-II Index
ISIN
INF666M01AJ5
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Kaustubh Sule
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option | 7.15 | 6.44 | 4.75 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
2138.1167
Last change
-0.82 (-0.0382%)
Fund Size (AUM)
₹ 134.51 Cr
Performance
6.34% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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 of debt and money market instruments.
Fund Manager
Kaustubh Sule
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 6.48% GOI 06-Oct-2035 | 11.12 |
| 7.49% SIDBI 11-JUN-2029 | 9.87 |
| 7.77% REC Limited 31-MAR-2028 | 7.61 |
| 7.35% EXIM Bank 27-JUL-2028 | 6.82 |
| 7.59% Power Finance Corporation Limited 17-JAN-2028 | 6.81 |
| 8.7% Power Grid Corporation of India Limited 15-JUL-2028 | 6.24 |
| 7.04% GOI - 03-Jun-2029 | 3.84 |
| 7.64% NABARD 06-DEC-2029 | 3.82 |
| 7.68% NABARD 30-APR-2029 | 3.82 |
| Reverse Repo 01-DEC-25 | 3.79 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Groww Short Term Reg Gr | 4.75 |
| Axis Short Duration Fund Ret Gr | 5.91 |
| Axis Short Duration Fund Reg Gr | 5.92 |
| ICICI Pru Short Term Gr | 6.28 |
| HDFC Short Term Debt Gr | 6.04 |
| Nippon India Short Duration Fund Gr Plan | 5.97 |
| SBI Short Term Debt Reg Gr | 5.64 |
| SBI Short Horizon Debt Short Term RetGr | 5.64 |
| ABSL Short Term Gr Reg | 6.03 |
| HSBC Short Duration Fund Reg Growth | 5.43 |
