Can I invest in SIP and Lumpsum in Groww Short Duration Fund - Direct (IDCW-M) Direct Growth?

Yes, you can invest both lumpsum and SIP in Groww Short Duration Fund - Direct (IDCW-M). Minimum lumpsum investment Groww Short Duration Fund - Direct (IDCW-M) is ₹500 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Groww Short Duration Fund - Direct (IDCW-M) Direct Growth?

The latest NAV (Net Asset Value) of Groww Short Duration Fund - Direct (IDCW-M) is Groww Short Duration Fund - Direct (IDCW-M) is ₹1018.40 as on 2025-01-17.

Which are the biggest stock holdings of Groww Short Duration Fund - Direct (IDCW-M)?

The 5 biggest stock holdings of Groww Short Duration Fund - Direct (IDCW-M) are: N A B A R D (8.42%), Power Fin.Corpn. (8.41%), Bajaj Housing (8.41%), Bajaj Finance (8.39%), S I D B I (8.09%)

What are the top sectors Groww Short Duration Fund - Direct (IDCW-M) invests in?

A majority of Groww Short Duration Fund - Direct (IDCW-M) 's AUM worth ₹59.71 (Cr) is invested in these 3 top sectors: There is no data for Top 3 sector holdings in the portfolio!

Mutual Funds
Groww Short Duration Fund - Direct (IDCW-M)

Groww Short Duration Fund - Direct (IDCW-M)

Short Duration Fund

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NAV
1018.40(0.01%)
Fund Size (CR)
₹59.71
Expense Ratio
0.4
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
7.47%

Absolute Return: 0.02%

Annualized Return: 0%

Basic Details

Scheme Manager

Kaustubh Sule

Bench Mark

CRISIL Short Duration Debt A-II Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	10 January 2025	10010.93	0.11%	-	0.10%	89/187
1 Month	17 December 2024	10049.60	0.50%	-	0.40%	31/187
3 Month	17 October 2024	10154.94	1.55%	-	1.45%	72/187
6 Month	16 July 2024	10396.35	3.96%	-	3.67%	74/187
1 Year	17 January 2024	10792.06	7.92%	7.92%	7.41%	67/187
3 Year	17 January 2022	11943.67	19.44%	6.10%	6.28%	93/179
5 Year	17 January 2020	13273.24	32.73%	5.83%	6.35%	115/158
Since Inception	13 September 2013	22654.39	126.54%	7.47%	7.01%	62/187

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 February 2024	1,20,000	267705.05	123.09%	123.09%
3 Year	1 February 2022	3,60,000	803924.25	123.31%	30.71%
5 Year	3 February 2020	6,00,000	1340561.10	123.43%	17.44%
10 Year	2 February 2015	12,00,000	2683382.20	123.62%	8.38%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.35%

Standard Deviation

0.04%

Beta

-0.82%

Sharpe Ratio

1.22%

Treynor's Ratio

-1.17%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
N A B A R D	8.42%	500000	5.03	NCD	Debt Others
Power Fin.Corpn.	8.41%	500000	5.02	NCD	Debt Others
Bajaj Housing	8.41%	500000	5.02	NCD	Debt Others
Bajaj Finance	8.39%	500000	5.01	NCD	Debt Others
S I D B I	8.09%	480000	4.83	NCD	Debt Others
HDFC Bank	6.58%	400000	3.93	NCD	Debt Others
REC Ltd	5.05%	300000	3.01	NCD	Debt Others
LIC Housing Fin.	5.03%	300000	3.00	NCD	Debt Others
GSEC2028	7.70%	450000	4.60	Govt. Securities	Govt. Securities
GSEC2027	0.85%	50000	0.51	Govt. Securities	Govt. Securities

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Groww Short Duration Fund - Direct (IDCW-M)	59.71	0.50%	1.55%	3.96%	7.92%	6.10%
Bank of India Short Term Income - Direct (G)	84.91	0.51%	3.37%	5.69%	9.58%	14.23%
Bank of India Short Term Income - Direct (IDCW-Q)	84.91	0.51%	3.36%	5.69%	9.57%	14.23%
Bank of India Short Term Income - Direct (IDCW-M)	84.91	0.51%	3.36%	5.69%	9.57%	14.22%
Invesco India Short Duration Fund - Direct (IDCW-D)	481.70	0.51%	1.69%	4.13%	9.03%	6.87%
Aditya Birla SL Short Term Fund-Dir(IDCW)	8598.66	0.50%	1.25%	3.75%	8.54%	6.96%

News

Groww launches new funds to tap into India's railway sector growth
Groww Mutual Fund has launched the Groww Nifty India Railways PSU Index Fund and ETF. These funds aim to provide investors with exposure to the Indian Railways sector, a critical component of the country's infrastructure. '
The New Fund Offer (NFO) for both instruments is open from January 16, 2025, to January 30, 2025. Both products seek to track the Nifty India Railways PSU Index, which encompasses a diverse range of Public Sector Undertakings (PSUs) crucial to the Indian Railways, covering areas like infrastructure, logistics, finance, and technology. '
As the world's fourth-largest railway network, Indian Railways plays a vital role in the country's economy. In FY 2024, it transported a staggering 6.7 billion passengers and moved over 1,588 million metric tonnes of freight. '
The sector is currently undergoing a significant transformation, fueled by a substantial capital expenditure plan of Rs 2.62 lakh crore for FY 2024-25. This investment will drive modernization initiatives, including high-speed rail projects, station redevelopments, and the integration of renewable energy sources, enhancing operational efficiency and sustainability. '
The ETF directly mirrors the Nifty India Railways PSU Index-TRI, offering investors a transparent and cost-effective way to participate in the sector's growth. The portfolio is weighted towards mid-cap stocks, which have the potential for significant long-term growth. The fund comprises 14 stocks with growth potential, providing diversified exposure to the railway sector.
Data suggests the Nifty India Railways PSU Index has outperformed the Nifty 500 Index over various timeframes. The index has delivered 26.81% returns for 1-year investment horizons. From April 2001 to December 2024, this index recorded a CAGR of 46.55%.
'
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Groww Mutual Fund Change in minimum lumpsum investment amount

Groww Mutual Fund announces that the minimum lumpsum investment amount for Groww Dynamic Bond Fund stands modified as under with effect from December 04, 2024.

Scheme Name	Existing Lumpsum investment amount	Revised Lumpsum investment amount
Groww Dynamic Bond Fund	Rs. 100 and in multiples of Re. 1/- thereafter	Rs. 500 and in multiples of Re.1 thereafter
Groww Overnight Fund	Rs. 100 and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter
Groww Liquid Fund	Rs. 100/- and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter
Groww Short Duration Fund	Rs. 100/- and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter
Groww Value Fund	Rs. 10 and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter
Groww Total Market Index Fund	Rs. 100/- and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter

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Fund House Details & Investment Objective

Date of Incorporation

22 August 2013

Total AUM (Cr)

₹59.71

Groww Short Duration Fund - Direct (IDCW-M) is an Short Duration Fund-oriented fund from the renowned AMC, Groww Mutual Fund. Launched in 22 August 2013, this fund is managed by Kaustubh Sule. With assets under management (AUM) worth ₹59.71 (Cr), as of 17 January 2025, Groww Short Duration Fund - Direct (IDCW-M) is categorized as a Short Duration Fund within its segment. The fund has generated a return of 7.47% since its launch.
The current NAV of Groww Short Duration Fund - Direct (IDCW-M) is ₹1,018.4, as on 17 January 2025. The fund's benchmark index is CRISIL Short Duration Debt A-II Index. You can invest in Groww Short Duration Fund - Direct (IDCW-M) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 6.10% and 5.83% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.09% in Debt and 1.91% in cash and cash equivalents.

FAQs

How to Invest in Groww Short Duration Fund - Direct (IDCW-M) Direct Growth?

Groww Short Duration Fund - Direct (IDCW-M) is a popular fund in the Short Duration Fund segment. The fund has generated a return of 7.47% since inception. Looking to invest in Groww Short Duration Fund - Direct (IDCW-M) How about earning 1% extra return? All this is possible with m.Stock! Investing in Groww Short Duration Fund - Direct (IDCW-M) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Groww Short Duration Fund - Direct (IDCW-M)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Groww Short Duration Fund - Direct (IDCW-M) today and reap the benefits of this Short Duration Fund fund!

How much returns has Groww Short Duration Fund - Direct (IDCW-M) Direct Growth generated?

In the short term, i.e., 1 year, Groww Short Duration Fund - Direct (IDCW-M) has generated annualised return of 7.92%. In the long-term, the fund has generated 6.10% and 5.83% in 3 and 5 years respectively. Since its inception, the fund has generated 7.47% returns.

What is the expense ratio of Groww Short Duration Fund - Direct (IDCW-M) Direct Growth?

The expense ratio of Groww Short Duration Fund - Direct (IDCW-M) Direct Growth is 0.40%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Groww Short Duration Fund - Direct (IDCW-M) Fund Direct Growth?

The Assets Under Management (AUM) of Groww Short Duration Fund - Direct (IDCW-M) is ₹59.71 (Cr) as of 2025-01-17 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Groww Short Duration Fund - Direct (IDCW-M) Direct Growth?

Redeeming or selling units of Groww Short Duration Fund - Direct (IDCW-M) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Groww Short Duration Fund - Direct (IDCW-M):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Groww Short Duration Fund - Direct (IDCW-M)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).