MN
Murthy NagarajanFund Manager Since 1 Apr 2017
Fixed IncomeShort Duration
Tata Short Term Bond Fund Regular Growth
3Y Annualised
6.14%
0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.03%
0.11% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
11 years 8 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹2642.43 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Short Term Fund Institutional Fortnightly Payout of Income Dist cum Cap Wdrl
2.67%
2nd
ICICI Prudential Short Term Fund Bonus
2.67%
3rd
ICICI Prudential Short Term Fund Institutional Growth
2.67%
4th
PGIM India Short Duration Fund Bonus
2.67%
5th
PGIM India Short Duration Fund Weekly Reinvestment Inc Dist cum Cap Wdrl
2.67%
38th
Tata Short Term Bond Fund Regular Growth
1.03%
Fund Managers
AS
Abhishek SonthaliaFund Manager Since 6 Feb 2020
About Tata Short Term Bond Fund Regular Growth
Tata Short Term Bond Fund Regular Growth is a Fixed Income mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 22 years, having been launched on 2002-08-08. Tata Short Term Bond Fund Regular Growth has ₹2642.43 Cr worth of assets under management (AUM) as of Fri Mar 28 2025. The latest Net Asset Value (NAV) of Tata Short Term Bond Fund Regular Growth as of Fri Mar 28 2025 is ₹46.943. The fund has an expense ratio of 1.2%, which is medium comparable to most other Fixed Income funds.
Tata Short Term Bond Fund Regular Growth returns for the last 1 year are 7.75%. Since launch, it has delivered 7.07% average annual returns.
The Tata Short Term Bond Fund Regular Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Tata Short Term Bond Fund Regular Growth.
- 7.32% Govt Stock 2030: 8.58%
- 6.79% Government Of India (07/10/2034): 4.97%
- 7.1% Govt Stock 2034: 4.49%
- 6.92% Govt Stock 2039: 3.37%
- National Bank For Agriculture And Rural Development: 2.84%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2002-08-08 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Short Term Bond Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Tata Asset Management Limited
Tata Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-Cap
3Y CAGR
16.15%
expense ratio
1.79%
fund size
₹7419.57 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
6.14%
expense ratio
1.20%
fund size
₹2642.43 Cr
Tata Equity Savings Regular Growth
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Tata Mid Cap Growth Fund Regular Growth
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expense ratio
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fund size
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Tata Equity P/E Fund Regular Growth
EquityValue
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expense ratio
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fund size
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FAQs
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