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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹2,325 Cr
Lock In Period
N/A
Expense Ratio
1
Benchmark
CRISIL Short-Term Bond Fund Index
Exit Load
Nil
Summary
Latest details for Tata Short Term Bond Fund - Segregated Portfolio 1 Growth include a ₹415.8089 NAV as of Feb 09,2022 and returns since inception of --%. Minimum investments start at SIP ₹0. The Tata Short Term Bond Fund - Segregated Portfolio 1 Growth AUM is ₹2,325 Cr, with a lock-in of N/A years, expense ratio of 1%, and benchmark CRISIL Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2022-11-15
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About Fund
Tata Short Term Bond Fund - Segregated Portfolio 1 Growth managed by Tata Mutual Fund,is a Corporate bondscheme with Assets Under Management of ₹2,325 Crore. The fund benchmarks its performance against the CRISIL Short-Term Bond Fund Index while maintaining an expense ratio of 1. 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 FundTata Short Term Bond Fund - Segregated Portfolio 1 Growth | 0 | 2325.39 CR | 1 |
| This FundSBI Corporate Bond Fund Growth | 1 | 22533.55 CR | 0.77 |
| This FundPGIM India Corporate Bond Fund - Premium Plus Plan Growth | 0 | 52.92 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Short Term Bond Fund - Segregated Portfolio 1 Growth | 116.5387 | 0 |
| This FundSBI Corporate Bond Fund Growth | 7.2789 | 23.9807 |
| This FundPGIM India Corporate Bond Fund - Premium Plus Plan Growth | 4.6118 | 25.5131 |
FAQs
Tata Short Term Bond Fund - Segregated Portfolio 1 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 - Segregated Portfolio 1 Growth is 1. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Short Term Bond Fund - Segregated Portfolio 1 Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Tata Short Term Bond Fund - Segregated Portfolio 1 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 - Segregated Portfolio 1 Growth is ₹2,325 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Short Term Bond Fund - Segregated Portfolio 1 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