Home Funds Groww Short Term Fund (formerly known as Indiabull

Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Regular Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)

Groww · Short Duration
Moderate
₹1025.31
Current NAV
25 Jun 2026
25.2%
1Y Return
19.2%
3Y CAGR
15.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.52).
  • Very large asset base (AUM: ₹17,070 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
1.52
Sharpe Ratio
1.12
Beta
2.52
Alpha
1.85
Sortino
Fund Details
Fund House Groww
Category Short Duration
AUM ₹17070 Cr
Expense Ratio 1.52%
Min SIP ₹500
Min Lumpsum ₹1000
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