Tata Short Term Bond Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Tata Short Term Bond Growth Direct Plan

NAV
₹50.9659
+0.02%
(30 Jan)
AUM
2,747 Cr
TER
0.36%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.8%
+8.7%
+8.6%
+8.5%
+8.3%
3Y
+14.4%
+7.2%
+6.9%
+7.6%
+6.7%
5Y
+8.9%
+7.5%
+7.0%
+7.6%
+6.7%
ALL
+6.9%
+8.6%
+8.2%
+8.5%
+7.5%
VOL
3.6%
1.7%
1.5%
1.7%
1.8%
TER
0.5%
0.4%
0.3%
0.5%
0.4%
AUM
₹108 Cr
₹8,458 Cr
₹8,882 Cr
₹19,831 Cr
₹2,747 Cr
INFO
1.90
5.22
5.43
5.15
4.16
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata ST Bond (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
7.32% Govt Stock 2030
8.2%
7.1% Govt Stock 2034
5.4%
6.92% Govt Stock 2039
3.6%
Kotak Securities Limited - Commercial Paper
3.6%
SANSAR JUNE 2024 TRUST
2.7%
National Bank For Agriculture And Rural Development - NCD & Bonds
2.7%
Small Industries Development Bank Of India - NCD & Bonds
2.7%
Jamnagar Utilities & Power Private Limited - NCD & Bonds
2.7%
7.17% Govt Stock 2030
2.4%
National Housing Bank - NCD & Bonds
2.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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.
Fund manager(s)
Murthy Nagarajan
Abhishek Sonthalia

FAQs