• Mutual Funds
  • TATA Mutual Fund
  • Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Tata Short Term Bond Reg Prdic DP

TATA Mutual Fund

Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A)

DebtShort Term

Top Ranked

20.6509

NAV (Dec 06)

7.3%
3 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

3,130 Cr. Large within the category

Impact of Interest Rate Changes

High Interest Rate Risk. The impact on fund value is high 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

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

20.6509

NAV (Dec 6)

Fund Returns

Last 1Y

2.8%

Last 3Y

7.3%

Last 5Y

5.2%

Last 10Y

NA

Since Inception

6.2%

6 Month CAGR

1.6%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderate Risk

Expense Ratio

1.2

Launched (6y ago)

Feb 25, 2015

AUM in Crores

3129.324

ISIN

INF277K01P12

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Abhishek Sonthalia

Fund Manager

user-avatar

Murthy Nagarajan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

₹ 13,499 cr

5

₹ 33,567 cr

5

₹ 11,691 cr

5

₹ 31,118 cr

5

₹ 27,296 cr

5

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 84,757 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.8%

    7.2%

    3.8%

    5.3%

    4.8%

    5.5%

    19.3%

    12.8%

    38.4%

    24.8%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A)

    About Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A)

    Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) is a Short Term Debt fund and has delivered an annualised return of 6.2% over a period of 6 years. The fund was previously known as Tata Short Term Bond Reg Prdic DP . The fund is managed by Tata Asset Management Limited. The fund managers are Abhishek Sonthalia, Murthy Nagarajan

    Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Feb 25, 2015. The NAV (Net Asset Value) of this Short Term Debt fund as of 2021-12-06 is ₹20.65. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹3129.324. The category risk of the Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) fund is Moderate Risk. The fund charges 1.2 % as expense ratio.

    Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Debt and has invested 91.6% in this asset class. The top three holdings of the fund are , 5.63% govt stock 2026 , cash / net current asset , jamnagar utilities & power private limited , indian oil corporation limited , reliance industries limited , 7.68% govt stock 2023 , bajaj finance limited , sbi cards & payment services private limited , indian oil corporation limited , rural electrification corporation limited , housing development finance corporation limited , national bank for agriculture and rural development , rural electrification corporation limited , l&t finance limited , 7.16% govt stock 2023 , sbi cards & payment services private limited , mangalore refinery & petrochemicals limited , reliance industries limited , 7.37% govt stock 2023 , indian railway finance corporation limited , reliance industries limited , embassy office parks reit , yarrow infrastructure private limited , lic housing finance limited , sikka ports & terminals limited , lic housing finance limited , bajaj finance limited , hdfc bank limited , lic housing finance limited , 6.10% govt stock 2031 , rural electrification corporation limited , national bank for agriculture and rural development , lic housing finance limited , panatone finvest limited , c) repo , rural electrification corporation limited , housing development finance corporation limited , rec limited , national bank for agriculture and rural development , housing and urban development corporation limited (hudco) , power finance corporation limited , housing development finance corporation limited , bajaj housing finance limited , national bank for agriculture and rural development , rattanindia solar 2 private limited , tata capital housing finance limited , standard chartered investments and loans (india) limited , housing development finance corporation limited , l&t infrastructure finance company limited , national bank for agriculture and rural development , nhpc limited , rural electrification corporation limited , housing and urban development corporation ltd. , 6.97% govt stock 2026 , india infradebt limited , nhpc limited (national hydroelectric power corporation limited) , nhpc limited (national hydroelectric power corporation limited) , 6.79% govt stock 2027 , 7.27% govt stock 2026 , 7.32% govt stock 2024 , 182 dtb 30122021 , 7.26% govt stock 2029 , 6.84% govt stock 2022 , india infradebt limited , 5.79% govt stock 2030

    Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 Term Bond Fund TR INR.

    Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Tata Short Term Bond Fund Periodic of Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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