Groww Short Duration Fund

Ticker: mf13655
Decent 68/100

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Business Overview

The Groww Short Duration Fund is designed for investors seeking stable returns with a moderate risk profile. Ideal for those looking to invest for a short to medium-term horizon, this fund focuses on debt securities, aiming to generate income while preserving capital. It matters because it offers a balanced approach to fixed income investing, catering to both conservative investors and those wanting to diversify their portfolios. With professional management and a transparent process, this fund stands out in the Indian market.

  • Targeted for short to medium-term investors
  • Focuses on debt securities for stable returns
  • Moderate risk profile suitable for conservative investors
  • Professional management ensures effective fund oversight
  • Transparent investment process for peace of mind

Investment Thesis

Groww Short Duration Fund stands out due to its robust promoter credibility and the company's strong foothold in the growing digital services sector. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking stability and growth in their portfolios.

  • Backed by a reputable promoter group, ensuring trust and reliability.
  • Capitalizes on the booming digital services market, with significant growth potential.
  • Offers attractive valuation metrics compared to industry peers, enhancing investment appeal.
  • Focus on short-duration assets provides stability in volatile market conditions.
  • Strong track record of performance, instilling confidence among investors.

Opportunity vs Risk

Opportunities
  • Stable returns in low-interest environment
  • Diversification for fixed income portfolio
  • Potential for capital appreciation
  • Suitable for short-term goals
Risks ⚠️
  • Interest rate fluctuations affect returns
  • Credit risk from underlying securities
  • Market volatility impacts NAV
  • Liquidity concerns in market downturns

Peer Perspective

Groww Short Duration Fund trades at a slight premium compared to peers like Axis Short Duration Fund and HDFC Short Duration Fund. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Groww Short Duration Fund • Updated: 2025-09-29 14:41:55
  • 10
    Business
    High
    The fund operates in a growing sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is slightly below net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Catalysts for growth exist, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Groww Short Duration Fund shows potential with a decent score, but investors should be cautious due to moderate risks and execution challenges.