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Tata Short Term Bond Fund - Regular Plan (Bonus)

PLAN: Regular OPTIONS: Bonus
31.377 0.02 (0.07%)

NAV as on 24 Jul, 2017

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : Tata Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Debt Short Term category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on 24 Jul, 2017)

Period Returns (%) Rank #
1 mth 0.7 115
3 mth 2.3 87
6 mth 3.5 78
1 year 8.2 110
2 year 8.5 96
3 year 8.8 90
5 year 9.1 21

# Moneycontrol Rank within 146 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.2 1.8 - - -
2016 2.0 1.7 2.7 1.9 9.1
2015 2.4 1.3 2.5 1.5 8.2
2014 2.3 2.7 2.0 2.9 10.5
2013 2.3 2.6 0.9 2.5 8.9
2012 2.0 2.3 2.4 1.0 9.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.7 2.3 3.5 8.2 8.5 8.8 9.1
Category avg 0.7 2.2 3.6 8.5 8.5 8.4 7.1
Difference of Fund returns and Category returns 0.0 0.1 -0.1 -0.3 0.0 0.4 2.0
Best of category 1.6 5.1 8.0 17.8 12.0 11.9 10.3
Worst of category 0.1 0.9 2.3 6.4 -1.9 1.8 2.8
Tata Short Term Bond Fund - Regular Plan (Bonus) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

To provide reasonable returns and high level of liquidity by investing in short- term debt instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Bonus
Launch date Aug 08, 2002
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 1,890.88 (Mar-31-2017)
Minimum Investment Rs.10000
Last Dividend N.A.
Bonus N.A.
Fund Manager Akhil Mittal / S.Raghupati Acharya
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Mulla House, 4th Floor, 51 M.G. Road, Flora Fountain, Mumbai , 400001
Tel. No. 022 66315191/92/93
Fax No. 022 66315194
Email kiran@tataamc.com
Website http://www.tatamutualfund.com

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Short Term - Direct (G) Rank 3
11,033.92 2.7 3.7 9.3 9.8 --
Birla SL Short Term - Direct (G) Rank 3
12,566.77 2.6 3.8 9.3 9.7 --
Birla SL Dynamic Bond -RP (G) Rank 3
9,796.61 5.0 3.3 9.8 11.1 10.3
HDFC Short Term Opp.- Direct (G) Rank 2
6,852.34 2.2 3.7 8.6 9.2 --
HDFC Medium Term Opport. - DP (G) Rank 2
6,908.92 2.7 3.7 9.5 9.7 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jun 30, 17)

Equity 0.00
Others 0.00
Debt 81.39
Mutual Funds N.A
Money Market 11.34
Cash / Call 7.34

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Concentration

Holdings (%)
Top 5 13.71
Top 10 23.77
Sector (%)
Top 3 N.A.

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