Investment Objective and Approach

The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. Groww Short Duration Fund - Regular Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years.

The fund aims to provide:

- Stable returns over short-term periods

- Low risk investment strategy

- High liquidity maintenance

- Investment in high-quality debt and money market instruments

- Portfolio duration between 1-3 years

Fund Managers

Anupam Tiwari is the Current Fund Manager of Groww Short Duration Fund Direct Growth fund. Mr. Anupam brings 18 years of extensive experience in the Mutual Fund Industry, having served as an Equity Analyst at Reliance Mutual Fund for 5 years. He then held roles as an Equity Fund Manager at Reliance Life Insurance Company, Principal at PNB Asset Management Company, and Axis Asset Management Company in his most recent assignment before joining Groww.

Kaustubh Sule (Senior Fund Manager - Fixed Income) Kaustubh is a seasoned Senior Fund Manager - Debt at Groww Asset Management Limited, having joined since its inception in May 2023. Kaustubh is a seasoned Senior Fund Manager - Debt at Groww Asset Management Limited, having joined since its inception in May 2023. · With 17 years of experience in various roles, he specializes in Fixed Income Strategies, including money market, macro, and duration strategies. · Kaustubh began his investment management career as a Fixed Income Trader at Union Bank of India's Treasury Desk. He further gained valuable expertise at Nippon Life and HDFC Life before joining Axis AMC as a Fund Manager - Fixed Income, where he managed medium-term and long-term Fixed Income strategies.

About the Fund House (AMC)

Groww Mutual Fund, a leading fund house, is renowned for its innovative approach to delivering investment solutions. It specializes in a broad array of financial products tailored to meet the distinct needs and aspirations of its investors. The philosophy of Groww Mutual Fund is built upon the pillars of simplicity, transparency, consistent wealth creation, and customer centricity.

Operating under the trusteeship of Groww Trustee Limited and sponsored by Groww Invest Tech Pvt Ltd, Groww Mutual Fund offers a diverse portfolio. The portfolio encompasses a wide range of investment schemes, including equity funds, hybrid funds, debt funds, and ETFs.

Key features of Groww AMC:

- Focus on simplicity and transparency

- Customer-centric approach

- Innovative investment solutions

- Comprehensive product offerings across asset classes

- Technology-driven platform

Should I Invest in Groww Short Duration Fund?

The Groww Short Duration Fund may be suitable for investors who:

Consider investing if you:

- Have a short-term investment horizon (1-3 years)

- Seek stable returns with moderate risk

- Want to park surplus funds for short duration

- Prefer liquidity over higher returns

- Are looking for an alternative to fixed deposits with potentially better returns

Fund Performance:

- Fund's annualized returns for the past 3 years & 5 years has been around 7.48% & 6.14%

- It has delivered 6.29% returns since inception

Key Investment Details:

- Minimum Investment Amount: Lump sum minimum amount for Groww Short Duration Fund is ₹500 and for SIP, it is ₹500

- The expense ratio of Groww Short Duration Fund Plan is 0.40 as of 24th July 2025

- The AUM (i.e. assets under management) of Groww Short Duration Fund is ₹97.19 Cr as of 24th July 2025

- The Groww Short Duration Fund Direct Growth is rated Moderate risk

Risk Considerations:

- Interest rate risk affects fund performance

- Credit risk from underlying securities

- Not suitable for long-term wealth creation

- Returns not guaranteed unlike fixed deposits

FAQs

What is today's NAV of Groww Short Duration Fund?

Latest NAV for Groww Short Duration Fund is at ₹ 2412.68. NAV is updated daily and can be checked on Allvest platform.

What is the AUM of Groww Short Duration Fund?

The AUM (i.e. assets under management) of Groww Short Duration Fund is ₹97.19 Cr as of 24th July 2025.

What is the expense ratio of Groww Short Duration Fund?

The expense ratio of Groww Short Duration Fund Plan is 0.40 as of 24th July 2025. This is the annual fee charged for fund management.

What are the returns of Groww Short Duration Fund since inception?

It has delivered 6.29% returns since inception. The fund has generated consistent returns over its investment period.

What is the minimum SIP amount to invest in Groww Short Duration Fund?

Minimum Investment Amount: Lump sum minimum amount for Groww Short Duration Fund is ₹500 and for SIP, it is ₹500.

How do I invest in Groww Short Duration Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing investment amount and payment method. The process is entirely online and paperless.

How to start a SIP in Groww Short Duration Fund?

Log into Allvest, search for Groww Short Duration Fund, select SIP option, choose frequency (monthly/quarterly), set amount and auto-debit instructions. Your SIP will start from the next cycle.

How do I automate an SIP in Groww Short Duration Fund?

Set up auto-debit through Allvest by providing bank account details and NACH mandate. This ensures seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in Groww Short Duration Fund?

Submit redemption request through Allvest platform. Funds typically credit to your registered bank account within 1-3 business days. There's no exit load or lock-in period for this fund.