Tata Short Term Bond Fund

Debt | Short Duration Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹150 ₹10,000 0.36 % 3★ ₹2,368 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹150 ₹10,000 0.36 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹2,368 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

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 3.5% 5.9% 5.6% 7.5%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
Reverse Repo
4.14%
GSEC2027
3.26%
Bajaj Finance
3.24%
HDFC Bank
3.15%
Power Grid Corpn
3.04%
Others
83.17%
Others
100%
Non Convertable Debenture
42.67%
Govt Securities / Sovereign
28.53%
Certificate of Deposit
15.63%
Floating Rate Instruments
4.35%
Reverse Repos
4.14%
Others
4.68%

Fund House Details

Tata Mutual Fund

Tata Short Term Bond Fund

Fund Manager
Murthy Nagarajan

Exit Load

Exit Load Nil

Advance Ratio

-0 0.07 0.01 -0.05
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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 ₹43.2 as of 02 December 2022.
The expense ratio of Tata Short Term Bond Fund is 0.36 % as of 02 December 2022.
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”.
Invest Now