Groww Short Duration Fund (Formerly Known As Indiabulls Short Term Fund)- Regular Plan- Monthly - Income Distribution Cum Capital Withdrawal Option (Payout & Reinvestment)
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
Fund0.01%
Cat. Avg.3.76%
2Y
Fund0.27%
Cat. Avg.6.55%
3Y
Fund0.20%
Cat. Avg.6.52%
5Y
Fund0.10%
Cat. Avg.5.87%
10Y
Fund0.15%
Cat. Avg.6.41%
SI
Fund0.18%
Cat. Avg.8.93%
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 | 09 Jun, 25 | 60000 | 59937 | -0.1% | -0.2% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.20 L. | +0.1% | +0.1% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.80 L. | +0.2% | +0.1% |
| 5Y | 07 Jun, 21 | 3 L. | 3.01 L. | +0.4% | +0.1% |
| 10Y | 07 Jun, 16 | 6 L. | 6.04 L. | +0.7% | +0.1% |
| SI | 07 Oct, 13 | 7.60 L. | 7.66 L. | +0.8% | +0.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 1.00 L. | +0.0% | +0.0% |
| 2Y | 29 May, 24 | 1 L. | 1.01 L. | +0.5% | +0.3% |
| 3Y | 29 May, 23 | 1 L. | 1.01 L. | +0.6% | +0.2% |
| 5Y | 31 May, 21 | 1 L. | 1.01 L. | +0.5% | +0.1% |
| 10Y | 30 May, 16 | 1 L. | 1.01 L. | +1.4% | +0.1% |
| SI | 16 Sep, 13 | 1 L. | 1.02 L. | +2.3% | +0.2% |
SIP Planner
Visualize how small monthly investments grow over time.
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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.