Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Tata Short Term Bond Fund

Ta

Tata Short Term Bond Fund

Short DurationRank #22
2/5

NAV (2026-07-14)

50.23

AUM

₹2,930.92 Cr

Exp. Ratio: 1.18%

RISK LEVEL

Low To Moderate

Returns & Performance

1 Year4.23%0.55% vs cat avgRank #25
3 Year6.39%0.39% vs cat avgRank #23
5 Year5.50%0.59% vs cat avgRank #18
Since Launch6.97%--

Fund vs Category Average

1Y
4.23%-0.55%
3Y
6.39%-0.39%
5Y
5.50%-0.59%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
1Y category rank outside top 15 (#25)
Overall rank #22 in category
ISININF277K01972
NAV₹50.23
NAV Date2026-07-14
AUM₹2,930.92 Cr
Expense Ratio1.18%
RiskLow To Moderate
Rating2 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1995-06-30

INVESTMENT OBJECTIVE

The scheme seeks to generate regular income/appreciation over a short term period.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Dhawal Joshi

Bachelor of Engineering (IT), MMS (Finance)

Prior to joining the Tata AMC, he was associated with A.K Capital Services Ltd, Crest Capital Ltd,

Top Holdings

Holdings data not available for this scheme