Tata Short Term Bond Fund Direct Plan
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.
Suitability
This product is suitable for investors who are seeking
• Regular Fixed Income for Short Term
• Investment in Debt / Money Market instruments / Government Securities.
Fund Info
Scheme Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 2000.22
Expense Ratio
0.21%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 49293
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Scheme AUM (in Crs.) | ₹ 2000.22 |
| Expense Ratio | 0.21% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 49293 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Housing Development Finance Corpn. Ltd.
CP
3.59
Axis Bank Ltd.
CD
3.25
Rural Electrification Corpn. Ltd.
Debenture
3.16
Reliance Jio Infocomm Ltd.
Debenture
2.93
Daimler Financial Services India Pvt. Ltd.
Debenture
2.89
National Bank For Agriculture & Rural Development
Debenture
2.85
Rural Electrification Corpn. Ltd.
Bonds
2.54
Bajaj Finance Ltd.
NCD
2.38
Infrastructure Leasing & Financial Services Ltd.
CP
2.35
ONGC Petro Additions Ltd.
Debenture
2.34
Asset Allocation(%)
Commercial Paper
8.70
Debenture
41.56
Certificate of Deposit
10.75
Bonds
10.51
Non Convertible Debenture
10.20
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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