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Tata Short Term Bond Fund Direct Plan Growth
Debt
Short Duration
Moderate Risk
+7.81%
3Y annualised
+0.01% 1D
NAV: 18 Feb '26
₹54.83
Min. for SIP
₹500
Fund size
₹3,282.35 Cr
Expense ratio
0.34%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,532 | +2.55% | |
| 3 years | ₹1,80,000 | ₹2,00,137 | +11.19% | |
| 5 years | ₹3,00,000 | ₹3,56,465 | +18.82% |
Holdings (50)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| National Housing Bank | Financial | NCD | 7.68% |
| GOI | Sovereign | GOI Sec | 6.95% |
| GOI | Sovereign | GOI Sec | 6.03% |
| HDFC Bank Ltd. | Financial | CD | 5.11% |
| Bharti Telecom Ltd. | Communication | Debenture | 4.54% |
| Bharti Telecom Ltd. | Communication | Debenture | 3.86% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 3.61% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 3.09% |
| Power Finance Corporation Ltd. | Financial | Debenture | 3.07% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 3.06% |
| Poonawalla Fincorp Ltd. | Financial | Debenture | 3.04% |
| REC Ltd. | Financial | Debenture | 3.02% |
| Bank Of Baroda | Financial | CD | 2.89% |
| LIC Housing Finance Ltd. | Financial | Debenture | 2.30% |
| Andhra Pradesh State | Financial | SDL | 1.64% |
| Power Grid Corporation Of India Ltd. | Energy | Debenture | 1.58% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 1.54% |
| Export-Import Bank Of India | Financial | Debenture | 1.54% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.54% |
| Nomura Capital (India) Pvt Ltd. | Financial | NCD | 1.53% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.53% |
| REC Ltd. | Financial | Debenture | 1.53% |
| Power Finance Corporation Ltd. | Financial | Bonds | 1.53% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 1.52% |
| Small Industries Devp. Bank of India Ltd. | Financial | NCD | 1.50% |
| LIC Housing Finance Ltd. | Financial | Bonds | 1.50% |
| GOI | Sovereign | GOI Sec | 1.09% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.79% |
| LIC Housing Finance Ltd. | Financial | Bonds/Deb | 0.77% |
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 0.77% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.77% |
| Sansar Trust | Others | Sec. Debt | 0.76% |
| Maharashtra State | Others | SDL | 0.75% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.73% |
| Mindspace Business Parks REIT | Construction | Debenture | 0.60% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.49% |
| GOI | Sovereign | GOI Sec | 0.47% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.45% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.38% |
| Maharashtra State | Others | SDL | 0.32% |
| Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct - Growth | NA | Mutual Fund | 0.20% |
| Maharashtra State | Others | SDL | 0.16% |
| GOI | Sovereign | GOI Sec | 0.15% |
| Tamilnadu State | Others | SDL | 0.15% |
| Gujarat State | Construction | SDL | 0.09% |
| Tamilnadu State | Others | SDL | 0.06% |
| Roadstar Infra Investment Trust | Construction | InvITs | 0.04% |
| Maharashtra State | Others | SDL | 0.04% |
| National Highways Authority of India Ltd. | Services | Debenture | 0.01% |
| Tamilnadu State | Others | SDL | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.8% | +6.4% | +6.8% | +7.5% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 19 | 15 | 15 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Short Duration Fund Direct Growth | +8.19% | +8.23% | 8,683.99 | |
Axis Short Duration Fund Direct Growth | +8.24% | +8.18% | 11,708.64 | |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | +7.97% | +8.17% | 9,747.73 | |
HDFC Short Term Debt Fund Direct Plan Growth | +7.78% | +8.06% | 17,416.20 | |
SBI Short Term Debt Fund Direct Growth | +7.84% | +7.89% | 17,219.19 | |
| Compare | ||||
Fund management
ASAmit SomaniJun 2025 - PresentView details
AS
Amit Somani
Jun 2025 - Present
View details
About Tata Short Term Bond Fund Direct Plan Growth
Tata Short Term Bond Fund Direct Plan Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Amit Somani is the Current Fund Manager of Tata Short Term Bond Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,22,493 Cr and the Latest NAV as of 18 Feb 2026 is ₹54.83.
The Tata Short Term Bond Fund Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The scheme seeks to generate regular income/appreciation over a short term period.
Fund benchmarkCRISIL Short Duration Debt A-II Index
Fund house
Rank (total assets)#14 in India
Total AUM₹2,22,493.35 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,