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Tata Short Term Bond Fund Direct Plan Growth

Fixed IncomeShort Duration

54.33

-0.05(-0.09%)

NAV as on 10 Dec, 2025

CAGR

7.86%

Top Performer

This scheme has consistently delivered the best returns in its Short Duration category across .

Returns

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AUM (Crs.)3,391.80
Expense Ratio0.34 %
Sharpe Ratio / Category Average1.13 / 0.80
Standard Deviation / Category Average1.05 / 1.25
Beta / Category Average1.41 / 1.39
Portfolio Turnover / Category Average30.22 / 214.52
Top 5 Debt Holdings Wt.30.66
Top 10 Debt Holdings Wt.48.21
Investment StyleSmall Growth
Morningstar Rating

Performance

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Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Credit Rating

Concentration

No. of Debt Holdings--
Top 10 Debt Holdings--
Top 5 Debt Holdings--

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Fundamentals

Measures	Fund

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Amit Somani
Launch Date01 Jan, 2013
BenchmarkS&P BSE 500

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.

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