Tata Short Term Bond Fund Direct Plan Growth

debt

RETURNS (5 YEARS) 6.89%

RETURNS (5 YEARS) 6.89%

NAV ₹52.59

Sub-Type short

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

1.06%

3M

3.14%

6M

5.09%

1Y

9.65%

3Y

7.84%

5Y

6.89%

Fund Essentials

01 Jan 2013

Fund Started
₹2834.49 Cr

AUM Fund Size
0.37%

Expense Ratio
₹1000

Min SIP Amount
Low to Moderate

Fund Risk
0% if redeemed after 0 months

Exit Load

Top 10 Holdings

7.32% Govt Stock 2030 8.22%
6.79% Govt Stock 2034 4.77%
7.1% Govt Stock 2034 4.32%
6.92% Govt Stock 2039 3.82%
National Bank For Agriculture And Rural Development 2.71%
National Bank For Agriculture And Rural Development 2.69%
Small Industries Development Bank Of India 2.67%
Jamnagar Utilities & Power Private Limited 2.64%
Punjab National Bank (18/03/2026) 2.52%
7.17% Govt Stock 2030 2.41%

Murthy Nagarajan

Manager
Abhishek Sonthalia

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000)

Set monthly SIP date

Minimum amount to be invested is ₹1000

Invest

Set amount (Min : 5000)

Invest

Risk-o-meter

Low to Moderate