Rating: ★ ★ ★ ☆ ☆

Tata Short Term Bond Fund Direct Plan Dividend Reinvestment/Bonus

Debt

  

Short Duration Fund

NAV

17.729 + 0.0153

as on (03 Jul, 2020)

RETURNS

6.05 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

0.28 %

Benchmark

CRISIL Short Term Bond Fund TR INR

Asset Size

2464.9 Cr.

(As of 30 Apr, 2019)

Risk

Moderately Low

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

(since 01 Apr, 2017)

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

ONGC Petro Additions Limited

6.66 %

SBI Cards & Payment Services Private Limited

4.91 %

Small Industries Development Bank Of India

4.75 %

Gruh Finance Limited

4.66 %

Sector Allocation

About the Scheme Type

Short Duration Fund

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.

★ ★ ★ ☆ ☆

Overview of Tata Asset Management Limited

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