MF
MFGenie.ai
Short Durationregularidcw

Tata Short Term Bond Fund- Regular Plan - Periodic Payout of IDCW Option

Tata Mutual Fund

₹26.2196

0.02 (+0.08%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.06%
1 Month-0.37%
3 Months+0.37%
6 Months+1.48%
1 Year+4.72%
3 Years (CAGR)+6.42%
5 Years (CAGR)+5.33%
10 Years (CAGR)+5.73%
Since Inception (Feb 2015)+5.94%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+3.33%
3 Year SIP+5.87%
5 Year SIP+5.80%
Since Inception (Feb 2015)+5.68%

Fund Details

Fund HouseTata Mutual Fund
CategoryShort Duration
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹5,000
Launch Date25 Feb 2015
AMFI Code133975

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Tata Short Term Bond Fund- Regular Plan - Periodic Payout of IDCW 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 - Periodic Payout of IDCW Option is a Short Duration mutual fund offered by Tata Mutual Fund. The fund has been operational for over 11 years.

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