Tata Short Term Bond Fund Regular Growth - Latest NAV ₹37.1626, Returns, Performance & Portfolio

Tata Short Term Bond Fund Regular Growth

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    6.6%
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    (+0.03)37.1626

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Fund Summarystar

PeriodReturns(per year)
10 Years7.8%
5 Years6.6%
3 Years5.56%
1 Year9.85%
6 Months7.6%
Fund Details
ISININF277K01972
RiskModerately Low risk
Fund TypeShort Duration
NAV37.1626
Exit Load--

More about this fundstar

Top HoldingsWeightage
6.18% Govt Stock 202413.91%
7.32% Govt Stock 202410.81%
ONGC Petro Additions Limited5.27%
Rural Electrification Corporation Limited4.57%
Power Finance Corporation Limited4.06%
7.68% Govt Stock 20233.71%
Chennai Petroleum Corporation Limited3.23%
5.22% GOI 20253.05%
SBI Cards & Payment Services Private Limited2.93%
HDFC Life Insurance Company Limited2.58%

About Tata Short Term Bond Fund

The Tata Short Term Bond Fund is an open-ended short-term debt scheme. It seeks to provide regular fixed income over the short-term by investing in debt securities, money market instruments, and/or Government securities.

Pros & Cons of Tata Short Term Bond Fund

  • The scheme endeavors to create a liquid portfolio of debt as well as money market instruments and it is recommended for investors who want to earn accrual income in the short to medium-term horizon.
  • As on September 30, 2018, the scheme is ranked 5 under CRISIL’s Short Duration Fund category.
  • Further, it has generated returns of 6.87% per year over the last 10 years (as on January 04, 2019). However, the returns over the last six months have been negative (-2.25%).

Fund Information and Statistics of Tata Short Term Bond Fund

i) Inception / Launch Date

The scheme was launched on 09 August 2002 by Tata Mutual Fund.

ii) Risk Level

According to the asset allocation and investment objective of the scheme, it has a moderately-low risk level associated with it.

iii) Redemption

The minimum redemption amount is Rs. 500 or 50 units. Further, the redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.

iv) Fund Manager(s)

Mr. Murthy Nagarajan (since April 01, 2017) is the Fund Manager of the Tata Short Term Bond Fund.

v) Entry / Exit Load

There is no entry load in this scheme. An exit load of 2% of the NAV is levied if the units are redeemed within 12 months from the date of allotment.

Tax benefits of investing in Tata Short Term Bond Fund

The following taxes are applicable to income arising from investing in this scheme:

  • STCG from the debt component is added to the investor’s income and taxed as per the income-tax slab.
  • LTCG component is taxed at 20% with indexation benefits.

About Tata Mutual Fund

Backed by Tata Group – one of the most trusted brand names in India, the Tata Mutual Fund has been offering investment products to investors since 1994. It offers a plethora of investment products to suit the requirements of different types of investors.

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Frequently Asked Questions

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Start your investment

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately Low risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns