Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.06%
1 Month-0.38%
3 Months+0.36%
6 Months+1.48%
1 Year+4.72%
3 Years (CAGR)+6.41%
5 Years (CAGR)+5.35%
10 Years (CAGR)+5.73%
Since Inception (Apr 2006)+7.13%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+3.33%
3 Year SIP+5.87%
5 Year SIP+5.80%
Since Inception (Apr 2006)+6.60%
Fund Details
Fund HouseTata Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
AUM₹3,745 Cr
Expense Ratio1.17%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date03 Apr 2006
AMFI Code101548
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata Short Term Bond Fund -Regular Plan- Growth Option by Tata Mutual Fund is a Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Short Duration category.
About This Fund
Tata Short Term Bond Fund -Regular Plan- Growth Option is a Short Duration mutual fund offered by Tata Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹3,745 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.17%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations