3 Year return

5.62%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Low to Moderate Risk

Your principal will be at

Moderately Low Risk

Scheme Information

Asset Under Management

₹2210.08 Cr.

Expense Ratio

0.36% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
2

Ratings by other agencies

3
2
3

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

Tata Mutual Fund Managers

MN

Murthy Nagarajan

Fund Manager since Apr 2017

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹147,271.50 Cr.
No. of Schemes 162
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.2%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.2%
6.42%

About Tata Short Term Bond Fund Direct Plan Growth

The Tata Short Term Bond Fund Direct Plan Growth is a debt mutual fund managed by Tata Mutual Fund. It is a short term bond fund, which means that it invests in bonds with maturities of less than 3 years. This makes it a relatively safe investment option with low risk.

Investment Objectives of the Scheme

The main goal of the TATA Short Term Bond Fund is to generate income through a diversified portfolio of debt and money market instruments with a short-term maturity. It aims to achieve this while maintaining a moderate level of risk and liquidity.

Key Features of The Fund

5-year return 6.93%
Expense Ratio 0.36%
Fund Manager Murthy Nagarajan
Fund Size ₹2210.08 Cr
Risk Profile Moderately Low

Is This Scheme Right for Me?

The fund is suitable for investors who are looking for a safe and liquid investment option with low risk. It is also a good option for investors who need to access their funds quickly, such as for meeting short-term financial goals.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of TATA Short Term Bond Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Short Term Bond Fund Jun 13 2024 is 48.4444

What is the AUM of TATA Short Term Bond Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Short Term Bond Fund is 2210.08 crore.

What is the expense ratio of TATA Short Term Bond Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Short Term Bond Fund is 0.36%

What are the returns of TATA Short Term Bond Fund since inception?

The TATA Short Term Bond Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 7.5 since inception.

What is the minimum SIP amount to invest in TATA Short Term Bond Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Short Term Bond Fund is 500.

How do I invest in TATA Short Term Bond Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Short Term Bond Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Short Term Bond Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Short Term Bond Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.