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  • TATA Mutual Fund
  • Tata Short Term Bond Fund (Growth)

Formerly Tata S/T Bond Gr

TATA Mutual Fund

Tata Short Term Bond Fund (Growth)

DebtShort Term

39.0835

NAV (Jun 23)

5.7%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

However, Scripbox does not recommend investing in short term mutual funds.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Track Record

20 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

2,374 Cr. Large within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

Scripbox Recommended Debt Funds

Want the ultra short term debt funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

39.0835

NAV (Jun 23)

Fund Returns

Last 1Y

1.9%

Last 3Y

5.7%

Last 5Y

4.6%

Last 10Y

6.9%

Since Inception

7.1%

6 Month CAGR

0.4%

Scheme Information

Investment Objective

The investment objective is to generate regular income/appreciation over a short term period. There can be no assurance that the investment objective of the Scheme will be realised.

Expense Ratio

1.15

Launched (20y ago)

Aug 08, 2002

AUM in Crores

2373.204

ISIN

INF277K01972

Lock-in

No Lock-in

Benchmark

CRISIL Short Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Murthy Nagarajan

Fund Manager

Abhishek Sonthalia

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-06-23

Top Debt Holdings

bank of baroda

6.1%
6.1%

indian oil corporation limited

5.7%
5.7%

5.63 4/12/2026 12:00:00 am

4.6%
4.6%

national bank for agriculture and rural development

4.1%
4.1%

5.74 11/15/2026 12:00:00 am

4%
4%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

Tata Asset Management Limited

Tata Asset Management Private Limited manages assets worth 93,434 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.7%

    18.3%

    24.7%

    18.3%

    24.7%

    18.3%

    11.8%

    12.2%

    10%

    9.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Tata Short Term Bond Fund (G) Review

    Tata Short Term Bond Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.1% over a period of 19 years. The fund was previously known as Tata S/T Bond Gr. The fund is managed by Tata Asset Management Private Limited. The fund managers are Abhishek Sonthalia, Murthy Nagarajan.

    Nav of Tata Short Term Bond Fund (G) as of 6/23/2022 is ₹39.08 with the total AUM as of 6/24/2022 is ₹2373.204. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Short Term Bond Fund (G) was launched on Aug 08, 2002. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Tata Short Term Bond Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Tata Short Term Bond Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Duration Fund TR INR.

    Tata Short Term Bond Fund (G) is rated as a 3 fund in Debt and delivered 1.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Short Term Bond Fund (G).

    Frequently Asked Questions

    What is Tata Short Term Bond Fund (G)?

    Tata Short Term Bond Fund (G) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Tata Short Term Bond Fund (G)?

    You can invest in Tata Short Term Bond Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Tata Short Term Bond Fund (G)?

    The minimum sip amount for Tata Short Term Bond Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Tata Short Term Bond Fund (G) good to invest in?

    As per Scripbox experts, Tata Short Term Bond Fund (G) is a Neutral fund. You can investTata Short Term Bond Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Tata Short Term Bond Fund (G)?

    The expense ratio of the Tata Short Term Bond Fund (G) is 1.15% for regular plan.