Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹3,812 Cr
Lock In Period
N/A
Expense Ratio
1.17
Benchmark
Crisil Short-Term Bond Fund Index
Exit Load
Nil
Summary
Latest details for Tata Short Term Bond Fund - Growth include a ₹49.3893 NAV as of Mar 02,2026 and returns since inception of 22.09%. Minimum investments start at SIP ₹500. The Tata Short Term Bond Fund - Growth AUM is ₹3,812 Cr, with a lock-in of N/A years, expense ratio of 1.17%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.73% returns, against a category average of 0.58% and a category best of 192.10%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.73 | 0.58 | 192.10 |
| 6M | 2.47 | 3.00 | 192.10 |
| 1Y | 6.41 | 8.06 | 192.10 |
| 3Y | 6.88 | 18.31 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 99.71%
- Others
As on: 2026-02-15
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About Fund
Tata Short Term Bond Fund - Growth managed by Tata Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹3,812 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 1.17. Under the expert guidance of Amit Somani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundGroww Short Duration Fund Growth | 2 | 96.17 CR | 1 |
| This FundCanara Robeco Short Duration Fund Growth | 1 | 406.74 CR | 1.02 |
| This FundTata Short Term Bond Fund - Growth | 2 | 3812.12 CR | 1.17 |
| This FundHDFC Short Term Debt Fund - Growth | 4 | 17289.31 CR | 0.7 |
| This FundFranklin India Short Term Income Plan Growth | 0 | 36.54 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundGroww Short Duration Fund Growth | 7.021 | 20.773 |
| This FundCanara Robeco Short Duration Fund Growth | 6.5486 | 21.7465 |
| This FundTata Short Term Bond Fund - Growth | 6.4097 | 22.0897 |
| This FundHDFC Short Term Debt Fund - Growth | 7.5524 | 25.1235 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |
FAQs
Tata Short Term Bond Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Short Term Bond Fund - Growth is 1.17. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Short Term Bond Fund - Growth’s fund performance is as follows:
- 1 Month : 0.73%
- 6 Months : 2.47%
- 1 Year : 6.41%
- 3 Years : 6.88%
You can invest in Tata Short Term Bond Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Short Term Bond Fund - Growth is ₹3,812 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Short Term Bond Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500