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

Tata Short Term Bond Growth Direct Plan

NAV
₹54.3156
-0.00%
(20 Nov)
AUM
3,436 Cr
TER
0.34%
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
+9.1%
+9.1%
+8.9%
+8.9%
+8.2%
3Y
+8.3%
+8.4%
+8.3%
+8.4%
+8.0%
5Y
+6.7%
+6.9%
+6.9%
+7.1%
+6.2%
ALL
+8.2%
+8.2%
+8.7%
+8.6%
+7.6%
VOL
1.5%
1.4%
1.6%
1.6%
1.8%
TER
0.4%
0.4%
0.4%
0.5%
0.3%
AUM
₹12,346 Cr
₹9,195 Cr
₹10,963 Cr
₹22,880 Cr
₹3,436 Cr
INFO
5.58
5.72
5.34
5.30
4.28
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 Oct
Top holdings
National Housing Bank - NCD & Bonds
7.4%
7.32% Govt Stock 2030
6.7%
HDFC Bank Limited
5.5%
07.11 GJ Sdl 2031
4.8%
6.33% Govt Stock 2035
4.7%
Bharti Telecom Limited - NCD & Bonds
4.4%
6.68% Govt Stock 2040
4.3%
Bharti Telecom Limited - NCD & Bonds
3.7%
Indian Railway Finance Corporation Limited - NCD & Bonds
3.5%
Cash / Net Current Asset
3.2%
Top industry exposure
Industrials
0.0%
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)
Amit Somani

FAQs