Tata Short Term Bond Fund - Direct - Growth
A Debt Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
7.53%
Expense Ratio
0.34%
as of 01/02/2026
AUM
₹2,689.42 Cr
Qtr End: Dec 25
NAV
₹54.946
as of 02/03/2026
3Y Returns (CAGR)
7.53%
Expense Ratio
0.34%
as of 01/02/2026
AUM
₹2,689.42 Cr
Qtr End: Dec 25
NAV
₹54.946
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹12.5k
Abs. Returns25.0%
CAGR7.7%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.04% | 4.21% | 0.99% |
| 6M | 2.76% | 5.59% | 0.81% |
| 1Y | 7.02% | 7.02% | 0.99% |
| 3Y | 24.32% | 7.53% | 0.82% |
| 5Y | 35.90% | 6.33% | 0.87% |
Scheme Details
- Launch Date
- 01/01/2013
- Fund Age
- 13.2 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Short Duration Fund (Debt Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| BANK OF INDIA SHORT TERM INCOME FUND - Direct - Growth | 7.71% | 0.52% | ₹119.91 |
| Axis Short Duration Fund - Direct - Growth | 8.03% | 0.38% | ₹10,374.66 |
| Nippon India Short Duration Fund - Direct - Growth | 8.11% | 0.37% | ₹6,950.36 |
| Aditya Birla Sun Life Short Term Fund - Direct - Growth | 8.00% | 0.36% | ₹8,811 |
| ICICI Prudential Short Term Fund - Direct - Growth | 8.17% | 0.45% | ₹15,370.5 |
| Mirae Asset Short Duration Fund - Direct - Growth | 7.79% | 0.21% | ₹437.71 |
| Baroda BNP Paribas Short Duration Fund - Direct - Growth | 7.89% | 0.44% | ₹133.8 |