Groww Short Duration Fund (Formerly Known As Indiabulls Short Term Fund )- Regular Plan - Growth Option
Expense Ratio: 1
Risk: Moderate
Debt Scheme - Short Duration Fund
Plan: Regular
Benchmark: CRISIL Short Duration Debt A-II Index
Inception: 22-08-2013
Exit Load: Nil
Fund Size:₹129.14 Cr
Performance
1Y
Fund4.73%
Cat. Avg.5.08%
2Y
Fund6.62%
Cat. Avg.7.01%
3Y
Fund6.47%
Cat. Avg.6.93%
5Y
Fund5.14%
Cat. Avg.6.18%
10Y
Fund5.53%
Cat. Avg.6.45%
SI
Fund6.30%
Cat. Avg.9.04%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | CCIL | 17.86 | 18.09% |
| 2 | 7.77% REC Limited 31-MAR-2028 | 10.14 | 10.27% |
| 3 | 7.59% Power Finance Corporation Limited 17-JAN-2028 | 9.08 | 9.19% |
| 4 | 7.35% EXIM Bank 27-JUL-2028 | 9.07 | 9.19% |
| 5 | 8.7% Power Grid Corporation of India Limited 15-JUL-2028 | 8.29 | 8.40% |
| 6 | 7.9015% Aditya Birla Housing Finance Limited 11-AUG-2028 | 5.04 | 5.11% |
| 7 | 7.988% HDB Financial Services Limited 08-DEC-2026 | 5.02 | 5.08% |
| 8 | 6.8% NHPC Limited 24-APR-2028 | 4.98 | 5.04% |
| 9 | 7.12% L&T Finance Limited 15-JUL-2027 | 4.97 | 5.03% |
| 10 | 6.47% Indian Railway Finance Corporation Ltd 30-MAY-2028 | 4.64 | 4.70% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61498 | +2.5% | +5.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.27 L. | +5.8% | +5.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.97 L. | +9.7% | +6.3% |
| 5Y | 09 Aug, 21 | 3 L. | 3.48 L. | +15.9% | +6.0% |
| 10Y | 08 Aug, 16 | 6 L. | 7.86 L. | +31.0% | +5.3% |
| SI | 07 Oct, 13 | 7.70 L. | 11.16 L. | +44.9% | +5.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.05 L. | +4.7% | +4.7% |
| 2Y | 15 Jul, 24 | 1 L. | 1.14 L. | +13.7% | +6.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.21 L. | +20.6% | +6.5% |
| 5Y | 15 Jul, 21 | 1 L. | 1.28 L. | +28.5% | +5.1% |
| 10Y | 15 Jul, 16 | 1 L. | 1.71 L. | +71.3% | +5.5% |
| SI | 16 Sep, 13 | 1 L. | 2.19 L. | +119.1% | +6.3% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.