Tata Short Term Bond Direct Plan Growth+0.09%

11.02%
1 Year Return
Debt
Short Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Short Term Bond Direct Plan Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.28%
NAV39.97 (23 Oct 2020)
Fund Started01 Jan 2013
Fund Size3,183 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Short Term Bond Direct Plan Growth
11.0%
6.7%
7.5%
8.5%
Category Average
8.9%
6.3%
7.0%
-
Rank within category
9
16
16
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.0% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.28%
    2. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec13.5%
    GOISovereignGOI Sec10.5%
    ONGC Petro Additions Ltd.EnergyDebenture5.1%
    Power Finance Corpn. Ltd.FinancialNCD3.9%
    GOISovereignGOI Sec3.6%
    Housing Development Finance Corpn. Ltd.FinancialNCD3.1%
    Chennai Petroleum Corpn. Ltd.EnergyNCD3.1%
    SBI Cards & Payments Services Ltd.FinancialBonds/Deb2.8%
    HDFC Life Insurance Co Ltd.FinancialDebenture2.5%
    GOISovereignGOI Sec2.2%
    See All

    Fund Managers

    addMurthy Nagarajan
    Education
    Mr. Nagarajan is a M.Com, ICWA and PGPMS.
    Experience
    Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
    Funds Managed

    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 ₹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.

    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

    Compare Funds

    Tata Short Term Bond Direct Plan Growth
    VS
    search

    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    30 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Similar Funds
    Data not available