Rating : ★ ★ ★ ☆ ☆
Tata Short Term Bond Fund Direct Plan Periodic Payout of Inc Dist cum Cap Wdrl Option
 ÂShort Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
0%
Asset Size
2426.19 Cr.
(As of 15 Sep, 2022)
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.
 
Fund manager
Murthy Nagarajan
Exit load
2 %
(If redeemed within 360 days)Minimum sip
₹500
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
5.63% Govt Stock 2026
6.41%
5.74% Govt Stock 2026
6.18%
Sbi Cards And Payment Services Limited
3.73%
LIC Housing Finance Limited
3.24%
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 3 stars by Morning Star Ratings.