Tata Short Term Bond Fund - Direct - Growth
Debt Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
7.26%
Expense Ratio
0.37%
as of 01/07/2026
AUM
₹2,630.4 Cr
Qtr End: Mar 26
NAV
₹56.145
as of 17/07/2026
3Y Returns (CAGR)
7.26%
Expense Ratio
0.37%
as of 01/07/2026
AUM
₹2,630.4 Cr
Qtr End: Mar 26
NAV
₹56.145
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.65% | 6.75% | 1.33% |
| 6M | 3.21% | 6.52% | 1.45% |
| 1Y | 5.08% | 5.08% | 1.20% |
| 3Y | 23.39% | 7.26% | 0.96% |
| 5Y | 35.70% | 6.30% | 0.95% |
Scheme Details
- Launch Date
- 01/01/2013
- Fund Age
- 13.5 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Short Duration Fund (Debt Scheme)
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