Name: Tata Short Term Bond Fund Regular IDCW
Brand: Tata Mutual Fund

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Tata Short Term Bond Fund Regular IDCW
Debt
Short Duration
Low to Moderate Risk
3.76%
1Y return
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹20.45
Min. SIP Amount₹500
Rating3star
Fund Size₹2,933.19 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
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 returns3.8%5.6%5.8%7.4%
Category average4.3%6.4%6.4%NA
Rank with in category211716NA
Understand termsinfo
Holdings (54)NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.4%
GOI
SovereignGOI Sec6.7%
Indian Oil Corporation Ltd.EnergyDebenture5.5%
GOI
SovereignGOI Sec3.8%
Power Finance Corporation Ltd.
FinancialNCD3.5%
Housing Development Finance Corpn. Ltd.FinancialCP3.4%
Chennai Petroleum Corporation Ltd.
EnergyNCD3.4%
Export-Import Bank Of India
FinancialCD3.4%
Axis Bank Ltd.FinancialCD3.3%
SBI Cards & Payments Services Ltd.
FinancialBonds/Deb3.1%
See All
Pros and consCategory: Debt Short Duration
ProsAge is more than 10 years
Exit load is zero
Cons1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
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. 
Expense ratio, exit load and taxExpense ratio: 1.21%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 termsinfo
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementMurthy Nagarajan
Apr 2017 - Present
View Details
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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..
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Abhishek Sonthalia
Feb 2020 - Present
View Details
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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
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Tata Short Term Bond Direct Plan IDCW
Tata Short Term Bond Fund Regular IDCW
Fund house & investment objective
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Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM61,612.23 Cr
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 Ju
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 ₹61,612 Cr and the Latest NAV as of 02 Aug 2021 is ₹20.45.
The Tata Short Term Bond Fund Regular IDCW is rated Low to Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. ...Read more
Investment Objective
The scheme seeks to generate regular income/appreciation over a short term period.
The scheme seeks to generate regular income/appreciation over a short term period.
Fund benchmarkCRISIL Short-Term Bond
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
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
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	3.8%	5.6%	5.8%	7.4%
Category average	4.3%	6.4%	6.4%	NA
Rank with in category	21	17	16	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	9.4%
GOI	Sovereign	GOI Sec	6.7%
Indian Oil Corporation Ltd.	Energy	Debenture	5.5%
GOI	Sovereign	GOI Sec	3.8%
Power Finance Corporation Ltd.	Financial	NCD	3.5%
Housing Development Finance Corpn. Ltd.	Financial	CP	3.4%
Chennai Petroleum Corporation Ltd.	Energy	NCD	3.4%
Export-Import Bank Of India	Financial	CD	3.4%
Axis Bank Ltd.	Financial	CD	3.3%
SBI Cards & Payments Services Ltd.	Financial	Bonds/Deb	3.1%

Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹5,000

Rating	3
Fund Size	₹2,933.19 Cr

Rank (total assets)	#14 in India
Total AUM	61,612.23 Cr