Home Funds Groww Dynamic Term Fund (formerly known as Indiabu

Groww Dynamic Term Fund (formerly known as Indiabulls Dynamic Bond Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option ( Reinvestment)

Groww · Dynamic Bond
Moderate
₹1022.33
Current NAV
25 Jun 2026
19.3%
1Y Return
20.3%
3Y CAGR
20.3%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.13).
  • Very large asset base (AUM: ₹14,180 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.63
Sharpe Ratio
0.93
Beta
5.13
Alpha
2.17
Sortino
Fund Details
Fund House Groww
Category Dynamic Bond
AUM ₹14180 Cr
Expense Ratio 1.33%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Dynamic Bond
JM Dynamic Bond Fund - Premium Plan - Growth Option
JM Dynamic Bond
₹29.15 31.7%
UTI Dynamic Bond Fund - Direct Plan - Annual IDCW
UTI
₹15.00 31.6%
UTI Dynamic Bond Fund ( Segregated - 17022020 ) - Direct Plan - Half-Yearly IDCW
UTI
₹0.73 31.5%
Axis US Specific Treasury Dynamic Debt Passive FOF - Regular Plan - IDCW Option
Axis
₹12.25 31.2%