Rating : ★ ★ ★ ★ ☆

Tata Short Term Bond Fund Direct Plan Growth

Debt

  

Short Duration Fund

NAV

41.6071-0.0041

(as on 16 Sep, 2021)

RETURNS

7.03 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0%

Asset Size

2983.02 Cr.

(As of 31 Aug, 2021)

Benchmark

CRISIL Short Term Bond Fund TR INR

Riskometer

Investors understand that their principal will be at Moderate Risk.

Objective

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.

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Fund manager

Murthy Nagarajan

Exit load

2 %

(If redeemed within 360 days)

Minimum sip

₹150

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

7.32% Govt Stock 2024

7.34%

Indian Oil Corporation Limited

4.58%

6.18% Govt Stock 2024

3.93%

7.68% Govt Stock 2023

3.79%

Sector Allocation

About the Scheme Type

Short Duration Mutual Funds usually have an investment horizon spanning about 1 – 3 years, with a scope to be extended to 4 years. Short Duration Mutual Funds are often accompanied by modest risks and non-volatile returns and theydo not even attract penalty on pre-mature withdrawals. These are usually beneficial for investors with lower risk appetite and offer greater post tax returns in comparison to other non-equitycounterparts of the same tenure.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

★ ★ ★ ★ ☆

Overview of Tata Asset Management Limited

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