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  • TATA Mutual Fund
  • Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D)

Formerly Tata Short Term Bond Reg DR

TATA Mutual Fund

Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D)

DebtShort Term

Top Ranked

17.612

NAV (Jan 24)

6.6%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

3,040 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
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

No single fund can achieve what a plan can. Learn why

Historical NAV

17.612

NAV (Jan 24)

Fund Returns

Last 1Y

2.9%

Last 3Y

6.6%

Last 5Y

4.6%

Last 10Y

6.2%

Since Inception

6.2%

6 Month CAGR

1.2%

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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.

Expense Ratio

1.21

Launched (20y ago)

Aug 08, 2002

AUM in Crores

3039.756

ISIN

INF277K01964

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

2000

Lumpsum Min.

5000

Fund Managers
user-avatar

Abhishek Sonthalia

Fund Manager

user-avatar

Murthy Nagarajan

Fund Manager

calculator

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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 87,346 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

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    19.3%

    12.8%

    36.1%

    23.9%

    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

    Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D) Review

    Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D) is a Short Term Debt fund and has delivered an annualised return of 6.2% over a period of 19 years. The fund was previously known as Tata Short Term Bond Reg DR. The fund is managed by Tata Asset Management Limited. The fund managers are Abhishek Sonthalia, Murthy Nagarajan.

    Nav of Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D) as of 24/01/2022 is ₹17.61 with the total AUM as of 25/01/2022 is ₹3039.756. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D) was launched on Aug 08, 2002. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D) is ₹2000 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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D) 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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D) is rated as a 4 fund in Debt and delivered 2.9% 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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D).

    Frequently Asked Questions

    What is Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D)?

    How to invest in Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D)?

    What is the minimum sip amount of Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D)?

    Is Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D) good to invest in?

    What is the expense ratio of the Tata Short Term Bond Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-15D)?