Get the latest NAV of Groww Short Duration Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹2363.76
1D
NAV as on 09 May 2025
7.66%/per year
Since Inception
▲▼
46 people have invested ₹ 80K in Groww Short Duration Fund Direct Growth in the last three months
as on (09-May-25)
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
See fund asset allocation details as on (15-Apr-25)
Fund Distribution
as on (15-Apr-25)
Debt & Cash 99.8%
See fund sector allocation details as on (15-Apr-25)
Sector Allocation
Debt & Cash 99.8%
Top 2 Sectors in March were Corporate, Government
Corporate
69%
Government
24%
Corporate
48%
Government
42%
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
Expense ratio | 0.4% |
Benchmark | CRISIL Short Duration Debt TR INR |
AUM | ₹67 Cr |
Inception Date | 13 September, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 195.05% |
STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
Risk | Moderate Risk |
Groww Short Duration Fund Direct Growth is a debt fund. This fund was started on 13 September, 2013. The fund is managed by Kaustubh Sule. This fund is suitable to keep your money safe.
Groww Short Duration Fund Direct Growth has given a CAGR return of 7.66% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.40%, 7.47% and 6.03% respectively.
Groww Short Duration Fund Direct Growth has allocated its funds majorly in Corporate, Government, Cash Equivalent. Its top holdings are Rural Electrification Corporation Limited, National Housing Bank, National Bank For Agriculture And Rural Development, Small Industries Development Bank Of India, Ultratech Cement Ltd. 7.34%
As it is a short duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
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 money market 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 the scheme will be achieved. The Scheme does not assure or guarantee any returns.
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Groww Short Duration Fund Direct Growth has no lock in period.
Fund Manager of Groww Short Duration Fund Direct Growth, since 11 May 2023
5Y CAGR
▲ 6.05
5Y CAGR
▲ 5.38
5Y CAGR
▲ 4.98
Groww Short Duration Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.72% | 0.72% |
6 Month Returns | 4.77% | 4.77% |
1 Year Returns | 9.4% | 9.4% |
3 Years Returns | 24.14% | 7.47% |
AAA | 100 |