Groww Short Duration Fund (Formerly Known As Indiabulls Short Term Fund)- Direct Plan- Monthly - Income Distribution Cum Capital Withdrawal Option (Payout & Reinvestment)
Expense Ratio: 0.3
Risk: Moderate
Debt Scheme - Short Duration Fund
Plan: Direct
Benchmark: CRISIL Short Duration Debt A-II Index
Inception: 22-08-2013
Exit Load: Nil
Fund Size:₹129.14 Cr
Performance
1Y
Fund-0.33%
Cat. Avg.5.51%
2Y
Fund0.04%
Cat. Avg.7.56%
3Y
Fund0.12%
Cat. Avg.7.53%
5Y
Fund0.05%
Cat. Avg.6.84%
10Y
Fund0.04%
Cat. Avg.7.15%
SI
Fund0.14%
Cat. Avg.9.02%
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 | 6.68% GOI 27-Jan-2033 | 42.49 | 44.64% |
| 2 | 7.35% EXIM Bank 27-JUL-2028 | 9.07 | 9.53% |
| 3 | ICICI Bank Limited 15-SEP-2026 | 7.90 | 8.30% |
| 4 | Punjab National Bank 09-FEB-2027 | 5.28 | 5.55% |
| 5 | 7.988% HDB Financial Services Limited 08-DEC-2026 | 5.01 | 5.27% |
| 6 | 6.8% NHPC Limited 24-APR-2028 | 4.99 | 5.24% |
| 7 | Axis Bank Limited 10-SEP-2026 | 4.94 | 5.19% |
| 8 | Bank of Baroda 05-MAR-2027 | 4.78 | 5.02% |
| 9 | 6.47% Indian Railway Finance Corporation Ltd 30-MAY-2028 | 4.65 | 4.89% |
| 10 | TREPS 01-JUL-2026 | 3.43 | 3.60% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60027 | +0.0% | +0.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | +0.2% | +0.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.80 L. | +0.3% | +0.2% |
| 5Y | 09 Aug, 21 | 3 L. | 3.01 L. | +0.4% | +0.2% |
| 10Y | 08 Aug, 16 | 6 L. | 6.04 L. | +0.6% | +0.1% |
| SI | 07 Oct, 13 | 7.70 L. | 7.75 L. | +0.6% | +0.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 99624 | -0.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.00 L. | +0.0% | +0.0% |
| 3Y | 20 Jul, 23 | 1 L. | 1.00 L. | +0.4% | +0.1% |
| 5Y | 20 Jul, 21 | 1 L. | 1.00 L. | +0.2% | +0.0% |
| 10Y | 20 Jul, 16 | 1 L. | 1.00 L. | +0.4% | +0.0% |
| SI | 16 Sep, 13 | 1 L. | 1.02 L. | +1.8% | +0.1% |
SIP Planner
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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.