Previously Known As : Indiabulls Short Term Fund
Groww Short Duration Fund Datagrid
Category Short Duration Fund
BMSMONEY Rank 19
Rating
Growth Option 20-07-2026
NAV ₹2197.25(R) 0.0% ₹2541.71(D) +0.01%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.65% 6.46% 5.11% 4.67% 5.52%
Direct 5.42% 7.48% 6.23% 5.83% 6.68%
Benchmark
SIP (XIRR) Regular 5.29% 6.34% 5.96% 5.43% 5.33%
Direct 6.07% 7.27% 6.98% 6.51% 6.46%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.57 0.32 0.65 -0.54% 0.01
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.27% 0.0% -0.14% 0.73 0.77%
Fund AUM As on: 30/12/2025 134 Cr
Top Short Duration Fund
Fund Name Rank Rating
ICICI Prudential Short Term Fund 1
HDFC Short Term Debt Fund 2
Axis Short Duration Fund 3
Bandhan Short Duration Fund 4
Nippon India Short Duration Fund 5

NAV Date: 20-07-2026

Scheme Name NAV Rupee Change Percent Change
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1018.33
0.0300
0.0000%
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1018.5
0.0900
0.0100%
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Weekly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1019.04
0.0300
0.0000%
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Weekly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1019.33
0.0900
0.0100%
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1020.93
0.0900
0.0100%
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1026.82
0.0300
0.0000%
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option 2197.25
0.0700
0.0000%
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund) - Direct Plan - Growth Option 2541.71
0.2300
0.0100%

Review Date: 20-07-2026

Beginning of Analysis

Groww Short Duration Fund is the 18th ranked fund in the Short Duration Fund category. The category has total 21 funds. The Groww Short Duration Fund has shown a very poor past performence in Short Duration Fund. The fund has a Jensen Alpha of -0.54% which is lower than the category average of -0.19%, showing poor performance. The fund has a Sharpe Ratio of 0.57 which is lower than the category average of 0.87.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Short Duration Mutual Funds are ideal for conservative investors seeking stable returns with lower interest rate risk. These funds invest in debt and money market instruments with a portfolio duration of 1 to 3 years, making them less sensitive to interest rate changes compared to long-duration funds. While they offer moderate returns with relatively lower risk, they may underperform in a falling interest rate environment. Investors should carefully assess their risk tolerance, investment horizon, and financial goals before investing in these funds. Additionally, choosing funds managed by experienced professionals can help optimize risk-adjusted returns.

Groww Short Duration Fund Return Analysis

  • The fund has given a return of 0.65%, 1.82 and 3.29 in last one, three and six months respectively. In the same period the category average return was 0.58%, 1.79% and 3.3% respectively.
  • Groww Short Duration Fund has given a return of 5.42% in last one year. In the same period the Short Duration Fund category average return was 5.48%.
  • The fund has given a return of 7.48% in last three years and ranked 13.0th out of twenty one funds in the category. In the same period the Short Duration Fund category average return was 7.55%.
  • The fund has given a return of 6.23% in last five years and ranked 18th out of nineteen funds in the category. In the same period the Short Duration Fund category average return was 6.84%.
  • The fund has given a return of 6.68% in last ten years and ranked 13th out of sixteen funds in the category. In the same period the category average return was 7.15%.
  • The fund has given a SIP return of 6.07% in last one year whereas category average SIP return is 6.13%. The fund one year return rank in the category is 9th in 22 funds
  • The fund has SIP return of 7.27% in last three years and ranks 10th in 21 funds. ICICI Prudential Short Term Fund has given the highest SIP return (7.75%) in the category in last three years.
  • The fund has SIP return of 6.98% in last five years whereas category average SIP return is 7.32%.

Groww Short Duration Fund Risk Analysis

  • The fund has a standard deviation of 1.27 and semi deviation of 0.77. The category average standard deviation is 1.32 and semi deviation is 0.86.
  • The fund has a Value at Risk (VaR) of 0.0 and a maximum drawdown of -0.14. The category average VaR is -0.04 and the maximum drawdown is -0.31. The fund has a beta of 0.61 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Short Duration Fund Category
  • Good Performance in Short Duration Fund Category
  • Poor Performance in Short Duration Fund Category
  • Very Poor Performance in Short Duration Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.60
    0.54
    		0.40 | 0.65 3 | 22 Very Good
    3M Return % 1.63
    1.64
    		1.38 | 1.85 13 | 22 Average
    6M Return % 2.91
    3.00
    		2.64 | 3.57 14 | 22 Average
    1Y Return % 4.65
    4.83
    		4.26 | 5.58 12 | 22 Good
    3Y Return % 6.46
    6.87
    		6.40 | 7.33 19 | 21 Poor
    5Y Return % 5.11
    6.12
    		5.11 | 10.25 19 | 19 Poor
    7Y Return % 4.67
    6.29
    		4.67 | 7.35 18 | 18 Poor
    10Y Return % 5.52
    6.44
    		5.32 | 7.18 15 | 16 Poor
    1Y SIP Return % 5.29
    5.48
    		4.94 | 6.45 13 | 22 Average
    3Y SIP Return % 6.34
    6.65
    		6.10 | 7.13 18 | 21 Average
    5Y SIP Return % 5.96
    6.62
    		5.96 | 8.44 19 | 19 Poor
    7Y SIP Return % 5.43
    6.37
    		5.43 | 8.57 18 | 18 Poor
    10Y SIP Return % 5.33
    6.38
    		5.33 | 7.01 16 | 16 Poor
    Standard Deviation 1.27
    1.32
    		1.09 | 1.57 7 | 21 Good
    Semi Deviation 0.77
    0.86
    		0.75 | 1.01 3 | 21 Very Good
    Max Drawdown % -0.14
    -0.31
    		-0.61 | -0.14 2 | 21 Very Good
    VaR 1 Y % 0.00
    -0.04
    		-0.22 | 0.00 13 | 21 Average
    Average Drawdown % 0.14
    0.22
    		0.09 | 0.41 17 | 21 Average
    Sharpe Ratio 0.57
    0.87
    		0.54 | 1.38 20 | 21 Poor
    Sterling Ratio 0.65
    0.68
    		0.63 | 0.74 17 | 21 Average
    Sortino Ratio 0.32
    0.48
    		0.25 | 0.84 17 | 21 Average
    Jensen Alpha % -0.54
    -0.19
    		-0.59 | 0.42 19 | 21 Poor
    Treynor Ratio 0.01
    0.02
    		0.01 | 0.03 19 | 21 Poor
    Modigliani Square Measure % 0.68
    1.04
    		0.64 | 1.64 20 | 21 Poor
    Alpha % -1.10
    -0.63
    		-1.19 | -0.15 19 | 21 Poor
    Return data last Updated On : July 20, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.65 0.58 0.44 | 0.69 3 | 22 Very Good
    3M Return % 1.82 1.79 1.50 | 2.02 11 | 22 Good
    6M Return % 3.29 3.30 2.93 | 3.82 10 | 22 Good
    1Y Return % 5.42 5.48 5.02 | 6.22 9 | 22 Good
    3Y Return % 7.48 7.55 7.08 | 7.96 13 | 21 Average
    5Y Return % 6.23 6.84 6.05 | 10.77 18 | 19 Poor
    7Y Return % 5.83 7.02 5.83 | 7.91 18 | 18 Poor
    10Y Return % 6.68 7.15 5.91 | 7.94 13 | 16 Poor
    1Y SIP Return % 6.07 6.13 5.47 | 6.97 9 | 22 Good
    3Y SIP Return % 7.27 7.32 6.86 | 7.75 10 | 21 Good
    5Y SIP Return % 6.98 7.32 6.72 | 9.02 17 | 19 Poor
    7Y SIP Return % 6.51 7.07 6.42 | 9.12 17 | 18 Poor
    10Y SIP Return % 6.46 7.07 6.46 | 7.74 16 | 16 Poor
    Standard Deviation 1.27 1.32 1.09 | 1.57 7 | 21 Good
    Semi Deviation 0.77 0.86 0.75 | 1.01 3 | 21 Very Good
    Max Drawdown % -0.14 -0.31 -0.61 | -0.14 2 | 21 Very Good
    VaR 1 Y % 0.00 -0.04 -0.22 | 0.00 13 | 21 Average
    Average Drawdown % 0.14 0.22 0.09 | 0.41 17 | 21 Average
    Sharpe Ratio 0.57 0.87 0.54 | 1.38 20 | 21 Poor
    Sterling Ratio 0.65 0.68 0.63 | 0.74 17 | 21 Average
    Sortino Ratio 0.32 0.48 0.25 | 0.84 17 | 21 Average
    Jensen Alpha % -0.54 -0.19 -0.59 | 0.42 19 | 21 Poor
    Treynor Ratio 0.01 0.02 0.01 | 0.03 19 | 21 Poor
    Modigliani Square Measure % 0.68 1.04 0.64 | 1.64 20 | 21 Poor
    Alpha % -1.10 -0.63 -1.19 | -0.15 19 | 21 Poor
    Return data last Updated On : July 20, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

    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.


    Date Groww Short Duration Fund NAV Regular Growth Groww Short Duration Fund NAV Direct Growth
    20-07-2026 2197.2545 2541.7118
    17-07-2026 2197.1876 2541.4801
    16-07-2026 2197.1388 2541.3721
    15-07-2026 2195.7894 2539.7598
    14-07-2026 2194.76 2538.5179
    13-07-2026 2197.8243 2542.0108
    10-07-2026 2197.7466 2541.7669
    09-07-2026 2196.1136 2539.827
    08-07-2026 2194.7759 2538.2284
    07-07-2026 2198.3323 2542.29
    06-07-2026 2198.2127 2542.1005
    03-07-2026 2196.5604 2540.036
    02-07-2026 2196.6036 2540.0341
    01-07-2026 2195.2161 2538.3786
    30-06-2026 2195.4645 2538.6142
    29-06-2026 2193.1033 2535.8328
    25-06-2026 2190.66 2532.8027
    24-06-2026 2188.7097 2530.4966
    23-06-2026 2185.7649 2527.0412
    22-06-2026 2184.2468 2525.2352

    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.