MonitorDirect · Growth
Groww Short Term Fund
Groww Mutual FundIncome/Debt Oriented Schemes - Short Term Fund13 years
- NAV
- 2,560.3378
- 15 Sept 2026
- 1Y
- +5.7%
- Trailing CAGR
- AUM
- ₹95.13 Cr
- 31 Aug 2026
- Volatility
- Low
- 1.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.7%
- 3Y+7.5%
- 5Y+6.2%
- 10Y+6.6%
- SI+7.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.8%
- 3Y+7.0%
- 5Y+6.9%
- 10Y+6.4%
- Since inception
- +7.5%
- Calendar-day CAGR
- Excess 1Y
- -0.0%
- Category median, same plan and option
- 3Y win rate
- +32%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- Worst rolling 3Y
- +4.0%
- 2421 daily-ending windows
- Median rolling 3Y
- +7.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1935 daily-ending windows
- SIP 3Y XIRR
- +7.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 268 recovered episodes
- Longest recovery
- 80 days
- Trough to prior peak
- Current spell
- 6 days
- Days below latest peak
- Time below peak
- +36%
- NAV observations
31 Mar 2022 – 25 Jul 2022
Trough 6 May 2022 · recovered in 80 days
-1.2%
30 Jul 2019 – 7 Jan 2020
Trough 8 Nov 2019 · recovered in 60 days
-1.2%
9 Mar 2020 – 15 Apr 2020
Trough 19 Mar 2020 · recovered in 27 days
-0.8%
4 Aug 2020 – 1 Sept 2020
Trough 24 Aug 2020 · recovered in 8 days
-0.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
50
Consistency
35
Risk-adjusted
100
Drawdown
97
Mean
66
Portfolio
31 Aug 2026 · 14 holdings · top 10 are 95.9%.
- Top 5
- 69.8%
- Top 10
- 95.9%
- Largest holding
- 31.6%
- Effective holdings
- 6.6
Reverse Repo
Unspecified
31.6%
REC LIMITED SR 257 TR A 7.28 BD 31AG29 FVRS1LAC
Financial
9.9%
LARSEN AND TOUBRO LIMITED 7.725 NCD 28AP28 FVRS1LAC
Industrials
9.5%
EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LAC
Financial
9.4%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26F 7.44 BD 17JL29 FVRS1LAC
Financial
9.4%
What changed
DECISION
Status moved from MONITOR to HEALTHY.
11 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mahindra Manulife Short Term Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.7%
- Vol
- 0.9%
- Max DD
- -1.1%
- Sharpe
- 1.51
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Sundaram Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.5%
- Vol
- 0.9%
- Max DD
- -0.7%
- Sharpe
- 1.74
- 3Y win
- +45%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis Short Term Fund
Axis Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.7%
- Vol
- 1.5%
- Max DD
- -2.6%
- Sharpe
- 1.92
- 3Y win
- +97%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Bandhan Short Term Fund
Bandhan Mutual Fund
- 1Y
- +6.4%
- 3Y
- +7.7%
- Vol
- 1.5%
- Max DD
- -2.5%
- Sharpe
- 1.75
- 3Y win
- +38%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
BANK OF INDIA SHORT TERM FUND
Bank of India Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.6%
- Vol
- 6.4%
- Max DD
- -19.8%
- Sharpe
- 0.29
- 3Y win
- +65%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown