6M
1Y
3Y
5Y
All
Fund Details
Tata Short Term Bond Direct Plan Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.29% |
| NAV | ₹40.52 (09 Apr 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,673 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
9.2%
6.4%
7.0%
8.2%
Category Average
7.9%
6.1%
6.6%
-
Rank Within Category
11
17
16
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 9.2% returns per annum
Comparison
Data not available
Pros
1. Lower expense ratio - 0.29%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. Exit load is zero
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 11.5% |
| GOI | Sovereign | GOI Sec | 10.8% |
| Axis Bank Ltd. | Financial | CD | 4.8% |
| GOI | Sovereign | GOI Sec | 3.7% |
| Chennai Petroleum Corpn. Ltd. | Energy | NCD | 3.2% |
| Housing Development Finance Corpn. Ltd. | Financial | CP | 3.2% |
| Export-Import Bank Of India | Financial | CD | 3.2% |
| Axis Bank Ltd. | Financial | CD | 3.2% |
| SBI Cards & Payments Services Ltd. | Financial | Bonds/Deb | 3.0% |
| HDFC Life Insurance Co Ltd. | Financial | Debenture | 2.6% |
See All
Fund Managers
Murthy Nagarajan
Abhishek Sonthalia
Tata Short Term Bond Direct Plan Growth Details
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 ₹2,673 Cr and the Latest NAV as of 09 Apr 2021 is ₹40.52.
The Tata Short Term Bond Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme seeks to generate regular income/appreciation over a short term period.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load
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About Tata Mutual Fund
Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
service@tataamc.comWebsite
NATata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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