Tata Short Term Bond Fund Regular Growth+0.07%

1Groww
2.85%
1 Year Return
Debt
Short Duration
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata Short Term Bond Fund Regular Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio1.18%
NAV33.8 (20 Aug 2019)
Fund Started08 Aug 2002
Fund Size2,121 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Short Term Bond Fund Regular Growth
2.9%
4.9%
6.6%
7.4%
Category Average
9.0%
NA
NA
-
Rank within category
20
18
17
-
*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
    30
    with 2.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ONGC Petro Additions Ltd.EnergyDebenture7.6%
    SBI Cards & Payments Services Ltd.FinancialBonds/Deb4.9%
    LIC Housing Finance Ltd.FinancialDebenture4.9%
    GOISovereignGOI Sec4.9%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD4.8%
    Nabha Power Ltd.EngineeringDebenture4.7%
    Gruh Finance Ltd.FinancialDebenture4.7%
    Housing Development Finance Corpn. Ltd.FinancialCP3.4%
    GOISovereignGOI Sec2.8%
    SBI Cards & Payments Services Ltd.FinancialDebenture2.6%
    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

    Other Details

    Tata Short Term Bond Fund Regular Growth is a Debt Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 08 Aug 2002. Murthy Nagarajan is the Current Fund Manager of Tata Short Term Bond Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹2,121 Cr and the Latest NAV as of 20 Aug 2019 is ₹33.8.

    The Tata Short Term Bond Fund Regular Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    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
    29 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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