Comprehensive analysis of Groww Short Duration Fund (IDCW-W) (20525) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Groww Asset Management Ltd
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 macaulay duration of the portfolio is between 1 years - 3 years. However, there can be assurance that the investment objective of the scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
Moderate Risk
Moderate Expenses
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Risk-adjusted returns
Fund management costs
Historical performance consistency
Assets under management
Market exposure level
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| S I D B I | Debt Others | 9.22% |
| N A B A R D | Debt Others | 7.13% |
| REC Ltd | Finance - Term-Lending Institutions | 7.11% |
| GSEC2034 | Govt. Securities | 7.10% |
| E X I M Bank | Debt Others | 6.37% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 6.36% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 4.95% |
| Reverse Repo | Debt Others | 4.56% |
| Gsec2029 | Govt. Securities | 3.56% |
| Natl. Hous. Bank | Debt Others | 3.55% |
Compare against Short Duration Fund category average
This comparison shows how the fund performs relative to the Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Short Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹3981.01 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (G) | ₹3602.08 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3582.93 | 4.28% | 7.73% | 6.96% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2808.60 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (Discretionary) | ₹2686.98 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2619.66 | 4.71% | 8.59% | 7.67% |
| Groww Short Duration Fund - Direct (G) | ₹2418.10 | 4.85% | 8.61% | 7.50% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2346.96 | 4.34% | 7.81% | 6.91% |
| Groww Short Duration Fund (G) | ₹2103.83 | 4.48% | 7.59% | 6.37% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1290.12 | 4.73% | 8.53% | 7.46% |
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