Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹150 | ₹10,000 | 0.37 % | 3★ | ₹2,271 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹150 | ₹10,000 | 0.37 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹2,271 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
The investment objective is to generate regular income/appreciation over a short term period. There can be no assurance that the investment objective of the Scheme will be realised.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 4.7% | 6.6% | 5.8% | 7.5% | ||||
| Category Average | 1.7% | 32.4% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
Reverse Repo
GSEC2027
Bajaj Finance
HDFC Bank
Power Grid Corpn
Others
Fund House Details
Tata Short Term Bond Fund
Fund Manager
Murthy Nagarajan
Exit Load
| Exit Load | Nil |
|---|
Advance Ratio
| -0 | 0.06 | 0.02 | -0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
Peer Comparison
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
You can invest in Tata Short Term Bond Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Short Term Bond Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Tata Short Term Bond Fund has delivered 7.5% since inception
The NAV of Tata Short Term Bond Fund is ₹44.2 as of 21 March 2023.
The expense ratio of Tata Short Term Bond Fund is 0.37 % as of 21 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
The AUM of Tata Short Term Bond Fund is ₹88,392 Cr as of 21 March 2023
The minimum SIP amount of Tata Short Term Bond Fund is ₹150
The top stock holdings of Tata Short Term Bond Fund are
- GSEC2026 - 8.46%
- GSEC2026 - 8.22%
- Bank of Baroda - 4.25%
- Reverse Repo - 4.14%
- SBI Cards - 3.67%
