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Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Tata Short Term Fund Direct Growth
+7.31%
3Y annualised
+0.04% 1D
NAV: 25 Aug '26
₹56.41
Min. for SIP
₹500
Fund size (AUM)
₹2,941.40 Cr
Expense ratio
0.37%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,605 | +2.67% | |
| 3 years | ₹1,80,000 | ₹1,98,537 | +10.30% | |
| 5 years | ₹3,00,000 | ₹3,55,399 | +18.47% | |
| 10 years | ₹6,00,000 | ₹8,38,476 | +39.75% |
Holdings (43)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BANK OF BARODA CD 05MAR27 | Financial | Certificate of Deposit | 6.53% |
| GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100 | Entities | GOI Securities | 6.51% |
| EXPORT IMPORT BANK OF INDIA SR Z01 7.45 BD 12AP28 FVRS1LAC | Financial | Debenture | 5.13% |
| BHARTI TELECOM LIMITED SR XXV 7.35 NCD 15OT27 FVRS1LAC | Technology | Debenture | 5.06% |
| MINDSPACE BUSINESS PARKS REIT SR 11 7.54 NCD 18FB28 FVRS1LAC | Real Estate | Debenture | 4.26% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR-124 7.54 LOA 31OT27 FVRS10LAC | Financial | Debenture | 4.03% |
| BHARTI TELECOM LIMITED SR XXVIII 7.40 NCD 01FB29 FVRS1LAC | Technology | Debenture | 3.51% |
| GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100 | Entities | GOI Securities | 3.51% |
| NATIONAL HOUSING BANK 7.59 BD 08SP27 FVRS1LAC | Financial | Non Convertible Debenture | 3.41% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 3.40% |
| BAJAJ HOUSING FINANCE LIMITED 7.66 NCD 20MR28 FVRS1LAC | Financial | Debenture | 3.40% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LAC | Financial | Bonds | 3.40% |
| POONAWALLA FINCORP LIMITED SR B2 7.60 NCD 28MY27 FVRS1LAC | Financial | Debenture | 3.39% |
| POWER FINANCE CORPORATION LIMITED SR 259A 6.96 BD 02MR28 FVRS1LAC | Financial | Debenture | 3.38% |
| REC LIMITED SR 248A 6.52 BD 31JN28 FVRS1LAC | Financial | Debenture | 3.36% |
| LIC HOUSING FINANCE LTD.** | Financial | Non Convertible Debenture | 3.35% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 6.74 BD 10JN29 FVRS1LAC | Financial | Debenture | 3.35% |
| Repo | Unspecified | Repo | 2.97% |
| POWER FINANCE CORPORATION LTD. SR BS221B 7.59 BD 17JN28 FVRS10LAC | Financial | Debenture | 2.56% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR V 7.51 BD 12JU28 FVRS1LAC | Financial | Bonds | 2.55% |
| REC LIMITED SR 251 6.95 BD 18FB28 FVRS1LAC | Financial | Bonds | 2.54% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LAC | Financial | Bonds | 2.52% |
| LIQUID GOLD SERIES 18 SERIES A PTC 12FEB26 | Unspecified | Securitised Debt | 1.86% |
| STATE DEVELOPMENT LOAN 36281 AP 06AG31 6.77 FV RS 100 | Financial | State Development Loan | 1.85% |
| NOMURA CAPITAL (INDIA) PVT. LTD. SR 04B/2024 8.45 NCD 01MR27 FVRS1LAC | Financial | Non Convertible Debenture | 1.71% |
| JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD7 7.90 LOA 10AG28 FVRS1LAC | Industrials | Debenture | 1.71% |
| POWER FINANCE CORPORATION LIMITED SR 248B 7.45 NCD 15JL28 FVRS1LAC | Financial | Bonds | 1.70% |
| REC LIMITED SR 223B 7.46 BD 30JU28 FVRS1LAC | Financial | Debenture | 1.70% |
| REC LIMITED SR 253 7.38 BD 28FB29 FVRS1LAC | Financial | Bonds | 1.70% |
| TATA CAPITAL HOUSING FINANCE LIMITED SR F 7.73 NCD 14JN30 FVRS1LAC | Financial | Debenture | 0.85% |
| GOVERNMENT OF INDIA 35911 MH 23AP37 6.76 FV RS 100 | Unspecified | State Development Loan | 0.84% |
| India Universal Trust AL1 Sec. Debt 8.09 21/11/2027 | Unspecified | Securitised Debt | 0.68% |
| MINDSPACE BUSINESS PARKS REIT SR 12 7.20 NCD 10MY30 FVRS1LAC | Real Estate | Debenture | 0.67% |
| GOI Sec 7.17 17/04/2030 | Entities | GOI Securities | 0.52% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.47% |
| INDIA UNIVERSAL TRUST AL1 SERIES A2 PTC 25SEP24 | Unspecified | Securitised Debt | 0.39% |
| SANSAR JUNE 2024 TRUST SERIES A1 PTC 03JUL24 | Unspecified | Securitised Debt | 0.39% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.34% |
| Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct - Growth | Unspecified | Mutual Fund | 0.22% |
| GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 | Entities | GOI Securities | 0.17% |
| STATE DEVELOPMENT LOAN 33815 GUJ 10JN31 7.64 FV RS 100 | Industrials | State Development Loan | 0.10% |
| NATIONAL HIGHWAYS AUTHORITY OF INDIA SERIES VI 8.27 BD 28MR29 FVRS10LAC | Industrials | Debenture | 0.01% |
| 8.18% State Developement Loan-Tamilnadu 2028 (MD 19/12/2028) | Unspecified | State Development Loan | 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 | +7.3% | +6.3% | +6.5% | +7.4% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 21 | 16 | 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) | |
|---|---|---|---|---|
 | +6.62% | +7.93% | 19,259.89 | |
 | +6.19% | +7.84% | 8,010.24 | |
 | +6.52% | +7.78% | 9,287.26 | |
 | +6.00% | +7.75% | 7,189.44 | |
 | +5.88% | +7.59% | 15,080.98 | |
| Compare | ||||
Fund management
ASAmit SomaniJun 2025 - PresentView details
AS
Amit Somani
Jun 2025 - Present
View details
DJDhawal JoshiJun 2026 - PresentView details
DJ
Dhawal Joshi
Jun 2026 - Present
View details
About Tata Short Term Fund Direct Growth
Tata Short Term Fund Direct 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 Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,31,572 Cr and the Latest NAV as of 25 Aug 2026 is ₹56.41.
The Tata Short Term Fund Direct 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₹2,31,572.01 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
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