- Mutual Funds
- Tata Mutual Fund
- Tata Short Term Bond Fund Direct Growth
Tata Short Term Bond Fund Direct Plan Growth
₹ 51.65
NAV (Mar 25)
Tata Short Term Bond Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,41,695
Wealth Gained8,74,307
Total Corpus Created (₹)
With CAGR of 7.307 % in 5 yearsHistorical NAV
₹ 51.6546
NAV (Mar 25)
Fund Returns
Last 1Y | 8.5% |
Last 3Y | 6.9% |
Last 5Y | 7.3% |
Last 10Y | 7% |
Since Inception | 7.6% |
6 Month CAGR | 3.9% |
Scheme Information
The scheme seeks to generate regular income/appreciation over a short term period.
Expense Ratio | 0.37 % |
Launched | - |
AUM in Crores | 2746.6 |
ISIN | INF277K01QR4 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Short Duration Debt A-II Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 1.1 |
Beta | 2.3 |
Sharpe Ratio | 0.4 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Short Term Bond Fund Direct (G) | 8,74,307 | 1,41,695 | 7.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
5.96%GOI
5.6%Others
4.94%Bajaj Finance Ltd.
3.24%National Bank For Agriculture & Rural Development
3.24%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 55,112 cr | ||
₹ 15,117 cr | ||
₹ 14,435 cr | ||
₹ 12,517 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.2% | 6.7% | ||
6.3% | 5.1% | ||
6.8% | 7% | ||
24.5% | 25.1% | ||
15.4% | 17.8% |
Tata Short Term Bond Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,41,695
Wealth Gained8,74,307
Total Corpus Created (₹)
With CAGR of 7.307 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Tata Short Term Bond Fund Direct Plan Growth?
What is the current AUM of Tata Short Term Bond Fund Direct Growth?
What is the latest NAV of Tata Short Term Bond Fund Direct Growth?
What is the Riskometer rating for Tata Short Term Bond Fund Direct Plan Growth?
Which are the top sector holdings in Tata Short Term Bond Fund Direct Plan?
Which are the top stock holdings in Tata Short Term Bond Fund Direct Plan?
What is the asset allocation of Tata Short Term Bond Fund Direct Plan Growth?
What has been the performance of Tata Short Term Bond Fund Direct Growth returns?
Does Tata Short Term Bond Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Tata Short Term Bond Fund Direct Plan Growth?
How to invest in Tata Short Term Bond Fund Direct Growth?
How can I redeem my investment in Tata Short Term Bond Fund Direct Plan?