How to Invest in Tata Short Term Bond Fund Regular IDCW?

You can easily invest in Tata Short Term Bond Fund Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Short Term Bond Fund Regular IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Short Term Bond Fund Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Short Term Bond Fund Regular IDCW provide?

The Tata Short Term Bond Fund Regular IDCW has been there from 25 Feb 2015 and the average annual returns provided by this fund is 3.29% since its inception.

How much expense ratio is charged by Tata Short Term Bond Fund Regular IDCW?

The term Expense Ratio used for Tata Short Term Bond Fund Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Short Term Bond Fund Regular IDCW is 1.20% as of 29 Jan 2023...

What is the AUM of Tata Short Term Bond Fund Regular IDCW?

The AUM, short for Assets Under Management of Tata Short Term Bond Fund Regular IDCW is ₹2,291.27Cr as of 29 Jan 2023.

How to Redeem Tata Short Term Bond Fund Regular IDCW?

If you want to sell your Tata Short Term Bond Fund Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Short Term Bond Fund Regular IDCW?

You can select either SIP or Lumpsum investment of Tata Short Term Bond Fund Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Tata Short Term Bond Fund Regular IDCW?

The NAV of Tata Short Term Bond Fund Regular IDCW is ₹21.33 as of 27 Jan 2023.

What is the PE and PB ratio of Tata Short Term Bond Fund Regular IDCW?

The PE ratio ratio of Tata Short Term Bond Fund Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Short Term Bond Fund Regular IDCW - NAV, Mutual Fund Performance & Portfolio

Tata Short Term Bond Fund Regular IDCW
Debt
Short Duration
Low to Moderate Risk
Payout
4.93%
3Y annualised
-0.03% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Jan 2023₹21.33
Min. SIP amountNot Supported
Rating2
Fund size₹2,291.27Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.3%4.9%4.8%7.0%
Category average4.4%5.6%5.8%NA
Rank with in category181617NA
Understand terms
Holdings (53)NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.6%
GOI
SovereignGOI Sec8.3%
GOISovereignGOI Sec6.2%
SBI Cards And Payment Services Ltd.
FinancialBonds/Deb3.7%
Bajaj Finance Ltd.FinancialDebenture3.3%
GOISovereignGOI Sec3.3%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture3.3%
Power Grid Corporation Of India Ltd.
EnergyBonds3.1%
SBI Cards And Payment Services Ltd.
FinancialDebenture2.8%
Tata CRISIL-IBX Gilt Index - April 2026 Index Fund Direct - Growth
FinancialMutual Fund2.2%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2022 - Present
1.20%
31 Dec 2022 - 31 Dec 2022
1.20%
30 Nov 2022 - 31 Dec 2022
1.20%
30 Nov 2022 - 30 Nov 2022
1.20%
30 Nov 2022 - 30 Nov 2022
1.20%
31 Oct 2022 - 30 Nov 2022
1.20%
31 Oct 2022 - 31 Oct 2022
1.20%
31 Oct 2022 - 31 Oct 2022
1.20%
31 Oct 2022 - 31 Oct 2022
1.20%
31 Oct 2022 - 31 Oct 2022
1.20%
30 Sep 2022 - 31 Oct 2022
1.20%
30 Sep 2022 - 30 Sep 2022
1.20%
30 Sep 2022 - 30 Sep 2022
1.20%
31 Aug 2022 - 30 Sep 2022
1.20%
31 Aug 2022 - 31 Aug 2022
1.20%
31 Jul 2022 - 31 Aug 2022
1.20%
31 Jul 2022 - 31 Jul 2022
1.20%
30 Jun 2022 - 31 Jul 2022
1.20%
30 Jun 2022 - 30 Jun 2022
1.20%
31 May 2022 - 30 Jun 2022
1.15%
31 May 2022 - 31 May 2022
1.15%
30 Apr 2022 - 31 May 2022
1.21%
30 Apr 2022 - 30 Apr 2022
1.21%
31 Mar 2022 - 30 Apr 2022
1.21%
31 Mar 2022 - 31 Mar 2022
1.21%
28 Feb 2022 - 31 Mar 2022
1.21%
28 Feb 2022 - 28 Feb 2022
1.21%
31 Jan 2022 - 28 Feb 2022
1.21%
31 Dec 2021 - 31 Jan 2022
1.21%
30 Nov 2021 - 31 Dec 2021
1.22%
31 Oct 2021 - 30 Nov 2021
1.20%
30 Sep 2021 - 31 Oct 2021
1.20%
31 Aug 2021 - 30 Sep 2021
1.23%
31 Jul 2021 - 31 Aug 2021
1.21%
30 Jun 2021 - 31 Jul 2021
1.21%
31 May 2021 - 30 Jun 2021
1.21%
30 Apr 2021 - 31 May 2021
1.22%
31 Mar 2021 - 30 Apr 2021
1.25%
28 Feb 2021 - 31 Mar 2021
1.24%
31 Jan 2021 - 28 Feb 2021
1.24%
31 Dec 2020 - 31 Jan 2021
1.24%
30 Nov 2020 - 31 Dec 2020
1.23%
31 Oct 2020 - 30 Nov 2020
1.23%
30 Sep 2020 - 31 Oct 2020
1.23%
31 Aug 2020 - 30 Sep 2020
1.22%
31 Jul 2020 - 31 Aug 2020
1.20%
30 Jun 2020 - 31 Jul 2020
1.20%
31 May 2020 - 30 Jun 2020
1.20%
30 Apr 2020 - 31 May 2020
1.20%
31 Mar 2020 - 30 Apr 2020
1.68%
29 Feb 2020 - 31 Mar 2020
1.18%
31 Jan 2020 - 29 Feb 2020
1.17%
31 Dec 2019 - 31 Jan 2020
1.18%
30 Nov 2019 - 31 Dec 2019
1.18%
31 Oct 2019 - 30 Nov 2019
1.18%
30 Sep 2019 - 31 Oct 2019
1.17%
31 Aug 2019 - 30 Sep 2019
1.18%
31 Jul 2019 - 31 Aug 2019
1.18%
30 Jun 2019 - 31 Jul 2019
1.18%
31 May 2019 - 30 Jun 2019
1.18%
30 Apr 2019 - 31 May 2019
1.10%
31 Mar 2019 - 30 Apr 2019
1.11%
28 Feb 2019 - 31 Mar 2019
1.07%
31 Jan 2019 - 28 Feb 2019
1.07%
31 Dec 2018 - 31 Jan 2019
1.07%
30 Nov 2018 - 31 Dec 2018
1.18%
31 Oct 2018 - 30 Nov 2018
1.08%
30 Sep 2018 - 31 Oct 2018
1.08%
31 Aug 2018 - 30 Sep 2018
1.09%
31 Jul 2018 - 31 Aug 2018
1.04%
30 Jun 2018 - 31 Jul 2018
1.10%
31 May 2018 - 30 Jun 2018
1.10%
30 Apr 2018 - 31 May 2018
1.11%
31 Mar 2018 - 30 Apr 2018
1.13%
28 Feb 2018 - 31 Mar 2018
0.24%
31 Jan 2018 - 28 Feb 2018
1.08%
31 Dec 2017 - 31 Jan 2018
1.08%
30 Nov 2017 - 31 Dec 2017
1.08%
31 Oct 2017 - 30 Nov 2017
1.08%
Expense ratio, exit load and taxExpense ratio: 1.20%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementMurthy Nagarajan
Apr 2017 - Present
View details
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..
Also manages these schemes
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Abhishek Sonthalia
Feb 2020 - Present
View details
Education
Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience
Prior to joining Tata Mutual Fund, he has worked with CRISIL Ltd. and TCS.
Also manages these schemes
Tata Short Term Bond Fund Regular IDCW Monthly
Tata Short Term Bond Fund Regular Growth
Tata Medium Term Fund Regular IDCW Quarterly
Tata Medium Term Fund Regular Growth
Tata Liquid Fund Regular IDCW Daily
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Tata Treasury Advantage Fund Regular IDCW Weekly
Tata Treasury Advantage Fund Regular Growth
Tata Treasury Advantage Fund Regular IDCW Daily
Tata Treasury Advantage Fund Regular IDCW
Tata Medium Term Fund Direct IDCW Quarterly
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Tata Liquid Fund Direct Growth
Tata Liquid Fund Direct IDCW Daily
Tata Treasury Advantage Direct Plan Growth
Tata Treasury Advantage Fund Direct IDCW Daily
Tata Treasury Advantage Fund Direct IDCW Weekly
Tata Short Term Bond Direct Plan Growth
Tata Short Term Bond Direct Plan IDCW Monthly
Tata Treasury Advantage Fund Direct IDCW
Tata Short Term Bond Direct Plan IDCW
Tata Short Term Bond Fund Regular IDCW
Tata Corporate Bond Fund Regular Growth
Tata Corporate Bond Fund Regular IDCW Monthly
Tata Corporate Bond Fund Regular IDCW Quarterly
Tata Corporate Bond Fund Direct IDCW
Tata Corporate Bond Fund Regular IDCW
Tata Corporate Bond Fund Direct Growth
Tata Corporate Bond Fund Direct IDCW Quarterly
Tata Corporate Bond Fund Direct IDCW Monthly
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹86,582.73Cr
Date of Incorporation30 Jun 1995
 Tata Short Term Bond Fund Regular IDCW is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan is the Current Fund Manager of Tata Short Term Bond Fund Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹86,583 Cr and the Latest NAV as of 27 Jan 2023 is ₹21.33.
The Tata Short Term Bond Fund Regular IDCW is rated Low to Moderate risk. Minimum SIP Investment is set to ₹500.
;
Investment ObjectiveThe scheme seeks to generate regular income/appreciation over a short term period.
;
Fund benchmarkCRISIL Short Duration Fund AII Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]
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,
Email
enq_h[email protected]
Website
www.camsonline.com
Compare funds
Tata Short Term Bond Fund Regular IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	3.3%	4.9%	4.8%	7.0%
Category average	4.4%	5.6%	5.8%	NA
Rank with in category	18	16	17	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	9.6%
GOI	Sovereign	GOI Sec	8.3%
GOI	Sovereign	GOI Sec	6.2%
SBI Cards And Payment Services Ltd.	Financial	Bonds/Deb	3.7%
Bajaj Finance Ltd.	Financial	Debenture	3.3%
GOI	Sovereign	GOI Sec	3.3%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	3.3%
Power Grid Corporation Of India Ltd.	Energy	Bonds	3.1%
SBI Cards And Payment Services Ltd.	Financial	Debenture	2.8%
Tata CRISIL-IBX Gilt Index - April 2026 Index Fund Direct - Growth	Financial	Mutual Fund	2.2%

Rank (total assets)	#14 in India
Total AUM	₹86,582.73Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	CRISIL Short Duration Fund AII Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹2,291.27Cr

Tata Short Term Bond Fund Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (53)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.20%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Murthy NagarajanApr 2017 - PresentView details

Abhishek SonthaliaFeb 2020 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Murthy Nagarajan
Apr 2017 - Present
View details

Abhishek Sonthalia
Feb 2020 - Present
View details