Tata Short Term Bond Direct Plan Growth+0.02%

3
11.29%
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%
NAV39.40 (14 Aug 2020)
Fund Started01 Jan 2013
Fund Size3,244 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Short Term Bond Direct Plan Growth
11.3%
6.6%
7.6%
8.5%
Category Average
8.4%
6.1%
7.1%
-
Rank within category
10
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 11.3% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.28%
    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
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec7.4%
    GOISovereignGOI Sec6.4%
    ONGC Petro Additions Ltd.EnergyDebenture5.0%
    REC Ltd.FinancialDebenture4.3%
    Power Finance Corpn. Ltd.FinancialNCD3.9%
    GOISovereignGOI Sec3.5%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture3.2%
    Chennai Petroleum Corpn. Ltd.EnergyNCD3.1%
    SBI Cards & Payments Services Ltd.FinancialBonds/Deb2.7%
    Indian Oil Corpn. Ltd.EnergyDebenture2.5%
    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 ₹3,244 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.

    Investment Objective

    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.

    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
    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,
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