Previously Known As : Indiabulls Short Term Fund
Groww Short Duration Fund Datagrid
Category Short Duration Fund
BMSMONEY Rank 18
Rating
Growth Option 04-12-2025
NAV ₹2137.29(R) -0.03% ₹2460.87(D) -0.03%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.49% 6.58% 4.79% 5.17% 5.77%
Direct 8.37% 7.67% 5.99% 6.38% 6.95%
Benchmark
SIP (XIRR) Regular 6.85% 7.04% 5.31% 5.13% 5.32%
Direct 7.65% 8.08% 6.4% 6.28% 6.49%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.94 0.57 0.67 2.29% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.01% 0.0% 0.0% 0.52 0.63%
Fund AUM As on: 30/06/2025 76 Cr
Top Short Duration Fund
Fund Name Rank Rating
Hdfc Short Term Debt Fund 1
Axis Short Term Fund 2
Icici Prudential Short Term Fund 3
Bank of India Short Term Income Fund 4
Nippon India Short Term Fund 5

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1017.91
-0.3300
-0.0300%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1018.14
-0.2900
-0.0300%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1018.22
-0.2900
-0.0300%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Weekly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1019.7
-0.3300
-0.0300%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Weekly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1019.71
-0.2900
-0.0300%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Monthly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment) 1024.29
-0.3300
-0.0300%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund )- Regular Plan - Growth Option 2137.29
-0.6900
-0.0300%
Groww Short Duration Fund (formerly known as Indiabulls Short Term Fund) - Direct Plan - Growth Option 2460.87
-0.7000
-0.0300%

Review Date: 04-12-2025

Beginning of Analysis

In the Short Duration Fund category, Groww Short Duration Fund is the 18th ranked fund. The category has total 21 funds. The 1 star rating shows a very poor past performance of the Groww Short Duration Fund in Short Duration Fund. The fund has a Jensen Alpha of 2.29% which is higher than the category average of 2.15%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.94 which is lower than the category average of 1.63.
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 0.44%, 1.77 and 2.79 in last one, three and six months respectively. In the same period the category average return was 0.47%, 1.84% and 2.79% respectively.
  • Groww Short Duration Fund has given a return of 8.37% in last one year. In the same period the Short Duration Fund category average return was 8.25%.
  • The fund has given a return of 7.67% in last three years and ranked 19.0th out of 21 funds in the category. In the same period the Short Duration Fund category average return was 8.0%.
  • The fund has given a return of 5.99% in last five years and ranked 17th out of 18 funds in the category. In the same period the Short Duration Fund category average return was 6.67%.
  • The fund has given a return of 6.95% in last ten years and ranked 13th out of 16 funds in the category. In the same period the category average return was 7.43%.
  • The fund has given a SIP return of 7.65% in last one year whereas category average SIP return is 7.59%. The fund one year return rank in the category is 9th in 21 funds
  • The fund has SIP return of 8.08% in last three years and ranks 16th in 21 funds. Icici Prudential Short Term Fund has given the highest SIP return (8.55%) in the category in last three years.
  • The fund has SIP return of 6.4% in last five years whereas category average SIP return is 6.86%.

Groww Short Duration Fund Risk Analysis

  • The fund has a standard deviation of 1.01 and semi deviation of 0.63. The category average standard deviation is 1.14 and semi deviation is 0.68.
  • 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 % 0.38
    0.42
    		0.33 | 0.56 17 | 21 Average
    3M Return % 1.59
    1.68
    		1.43 | 1.95 15 | 21 Average
    6M Return % 2.43
    2.46
    		2.01 | 2.97 10 | 21 Good
    1Y Return % 7.49
    7.57
    		6.89 | 8.19 12 | 21 Good
    3Y Return % 6.58
    7.30
    		6.58 | 7.81 21 | 21 Poor
    5Y Return % 4.79
    5.95
    		4.79 | 10.14 18 | 18 Poor
    7Y Return % 5.17
    6.59
    		4.88 | 7.49 16 | 17 Poor
    10Y Return % 5.77
    6.71
    		5.61 | 7.48 15 | 16 Poor
    1Y SIP Return % 6.85
    6.91
    		6.07 | 7.57 10 | 21 Good
    3Y SIP Return % 7.04
    7.53
    		6.97 | 7.99 19 | 21 Poor
    5Y SIP Return % 5.31
    6.17
    		5.31 | 8.90 18 | 18 Poor
    7Y SIP Return % 5.13
    6.32
    		5.13 | 8.10 17 | 17 Poor
    10Y SIP Return % 5.32
    6.44
    		5.32 | 7.09 16 | 16 Poor
    Standard Deviation 1.01
    1.14
    		0.78 | 4.36 13 | 21 Average
    Semi Deviation 0.63
    0.68
    		0.51 | 1.17 8 | 21 Good
    Max Drawdown % 0.00
    -0.07
    		-0.37 | 0.00 9 | 21 Good
    Average Drawdown % 0.00
    -0.07
    		-0.37 | 0.00 9 | 21 Good
    Sharpe Ratio 0.94
    1.63
    		0.93 | 2.55 20 | 21 Poor
    Sterling Ratio 0.67
    0.75
    		0.67 | 1.00 21 | 21 Poor
    Sortino Ratio 0.57
    1.22
    		0.57 | 2.69 21 | 21 Poor
    Jensen Alpha % 2.29
    2.15
    		1.14 | 3.37 8 | 21 Good
    Treynor Ratio 0.02
    0.03
    		0.02 | 0.05 20 | 21 Poor
    Modigliani Square Measure % 6.30
    7.01
    		2.53 | 9.41 19 | 21 Poor
    Alpha % -1.42
    -0.64
    		-1.42 | 2.03 21 | 21 Poor
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.44 0.47 0.40 | 0.61 14 | 21 Average
    3M Return % 1.77 1.84 1.67 | 2.11 15 | 21 Average
    6M Return % 2.79 2.79 2.43 | 3.28 11 | 21 Good
    1Y Return % 8.37 8.25 7.67 | 8.76 7 | 21 Good
    3Y Return % 7.67 8.00 7.46 | 8.39 19 | 21 Poor
    5Y Return % 5.99 6.67 5.84 | 10.64 17 | 18 Poor
    7Y Return % 6.38 7.30 5.39 | 8.23 16 | 17 Poor
    10Y Return % 6.95 7.43 6.23 | 8.26 13 | 16 Poor
    1Y SIP Return % 7.65 7.59 6.94 | 8.21 9 | 21 Good
    3Y SIP Return % 8.08 8.22 7.63 | 8.55 16 | 21 Average
    5Y SIP Return % 6.40 6.86 6.13 | 9.45 17 | 18 Poor
    7Y SIP Return % 6.28 7.02 6.28 | 8.62 17 | 17 Poor
    10Y SIP Return % 6.49 7.14 6.49 | 7.83 16 | 16 Poor
    Standard Deviation 1.01 1.14 0.78 | 4.36 13 | 21 Average
    Semi Deviation 0.63 0.68 0.51 | 1.17 8 | 21 Good
    Max Drawdown % 0.00 -0.07 -0.37 | 0.00 9 | 21 Good
    Average Drawdown % 0.00 -0.07 -0.37 | 0.00 9 | 21 Good
    Sharpe Ratio 0.94 1.63 0.93 | 2.55 20 | 21 Poor
    Sterling Ratio 0.67 0.75 0.67 | 1.00 21 | 21 Poor
    Sortino Ratio 0.57 1.22 0.57 | 2.69 21 | 21 Poor
    Jensen Alpha % 2.29 2.15 1.14 | 3.37 8 | 21 Good
    Treynor Ratio 0.02 0.03 0.02 | 0.05 20 | 21 Poor
    Modigliani Square Measure % 6.30 7.01 2.53 | 9.41 19 | 21 Poor
    Alpha % -1.42 -0.64 -1.42 | 2.03 21 | 21 Poor
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    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
    04-12-2025 2137.2868 2460.8743
    03-12-2025 2137.7598 2461.3717
    02-12-2025 2137.9786 2461.5763
    01-12-2025 2136.8463 2460.2254
    28-11-2025 2137.8803 2461.2741
    27-11-2025 2138.3659 2461.7858
    26-11-2025 2138.5276 2461.9247
    25-11-2025 2136.8542 2459.9511
    24-11-2025 2135.2465 2458.053
    21-11-2025 2133.6089 2456.0122
    20-11-2025 2133.7587 2456.1375
    19-11-2025 2133.7367 2456.0651
    18-11-2025 2133.1603 2455.3531
    17-11-2025 2132.3524 2454.376
    14-11-2025 2132.2522 2454.1192
    13-11-2025 2132.667 2454.5495
    12-11-2025 2133.2272 2455.1472
    11-11-2025 2132.3702 2454.1136
    10-11-2025 2131.9652 2453.6005
    07-11-2025 2130.3754 2451.6261
    06-11-2025 2130.1333 2451.3004
    04-11-2025 2129.167 2450.0944

    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.