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

Tata Short Term Bond Periodic IDCW Reinvest Direct Plan

NAV
₹28.4946
-0.01%
(26 Sep)
AUM
3,413 Cr
TER
0.35%
Risk
Moderate Risk
Rating
Insights
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In beta. Send feedback here.
Compare with other fund
1Y
+13.7%
+13.7%
+9.8%
+9.8%
+8.0%
3Y
+12.8%
+12.8%
+10.5%
+10.5%
+8.0%
5Y
+10.5%
+10.5%
+10.7%
+10.7%
+6.4%
ALL
+9.6%
+9.6%
+5.0%
+5.0%
+7.0%
VOL
1.2%
1.2%
6.1%
6.1%
1.5%
TER
0.4%
0.4%
0.5%
0.5%
0.3%
AUM
₹8,851 Cr
₹8,851 Cr
₹279 Cr
₹279 Cr
₹3,413 Cr
INFO
7.66
7.66
0.83
0.83
4.63
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 Periodic IDCW Reinvest (DR)
₹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 15th Sep
Top holdings
National Housing Bank - NCD & Bonds - NCD & Bonds
7.4%
7.32% Govt Stock 2030
6.7%
** - Hdfc Bank Ltd - Cd - 11/09/2026
5.5%
07.11 GJ Sdl 2031
4.9%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.5%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
3.7%
Indian Railway Finance Corporation Limited - NCD & Bonds - NCD & Bonds
3.5%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
3.0%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
3.0%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
3.0%
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
Abhishek Sonthalia

FAQs