| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.28% |
| NAV | ₹39.97 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹3,183 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 13.5% |
| GOI | Sovereign | GOI Sec | 10.5% |
| ONGC Petro Additions Ltd. | Energy | Debenture | 5.1% |
| Power Finance Corpn. Ltd. | Financial | NCD | 3.9% |
| GOI | Sovereign | GOI Sec | 3.6% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 3.1% |
| Chennai Petroleum Corpn. Ltd. | Energy | NCD | 3.1% |
| SBI Cards & Payments Services Ltd. | Financial | Bonds/Deb | 2.8% |
| HDFC Life Insurance Co Ltd. | Financial | Debenture | 2.5% |
| GOI | Sovereign | GOI Sec | 2.2% |
Tata Short Term Bond Direct Plan Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Murthy Nagarajan is the Current Fund Manager of Tata Short Term Bond Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,183 Cr and the Latest NAV as of 23 Oct 2020 is ₹39.97.
The Tata Short Term Bond Direct Plan Growth is rated Moderately Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
The scheme seeks to generate regular income/appreciation over a short term period.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.