| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.28% |
| NAV | ₹39.40 (14 Aug 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹3,244 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 7.4% |
| GOI | Sovereign | GOI Sec | 6.4% |
| ONGC Petro Additions Ltd. | Energy | Debenture | 5.0% |
| REC Ltd. | Financial | Debenture | 4.3% |
| Power Finance Corpn. Ltd. | Financial | NCD | 3.9% |
| GOI | Sovereign | GOI Sec | 3.5% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 3.2% |
| Chennai Petroleum Corpn. Ltd. | Energy | NCD | 3.1% |
| SBI Cards & Payments Services Ltd. | Financial | Bonds/Deb | 2.7% |
| Indian Oil Corpn. Ltd. | Energy | Debenture | 2.5% |
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 ₹3,244 Cr and the Latest NAV as of 14 Aug 2020 is ₹39.40.
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.
To generate optimum returns commensurate with capital preservation and liquidity through investments in short term debt securities issued by GOI/ PSUs/ Corporate Sector with an average maturity of generally less than 2 years.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.