Tata Short Term Bond Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.69 | 5.68 | 7.01 | 6.79 |
Average Rolling Returns(%) | 7.80 | 7.42 | 7.13 | 7.29 |
The Current NAV of Tata Short Term Bond Fund - Growth - Direct Plan is ₹47.85.
It is better to invest in a fund with a longer track record as Tata Short Term Bond Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark , as the Funds portfolio is similar to its benchmark.
Tata Short Term Bond Fund - Growth - Direct Plan fund’s expense ratio is 0.33%
The process for redemption is
The AUM of Tata Short Term Bond Fund - Growth - Direct Plan is currently ₹2,323 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Tata Short Term Bond Fund - Growth - Direct Plan fund are Others, Miscellaneous and accounting for 100% of the total portfolio.
Since this is a Debt - Short Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Short Term Bond Fund - Growth - Direct Plan Fund is Debt - Short Duration Fund.
Murthy Nagarajan and Abhishek Sonthalia manage the Tata Short Term Bond Fund - Growth - Direct Plan Fund.
Tata Short Term Bond Fund - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Tata Short Term Bond Fund - Growth - Direct Plan is Stocks : 0%, Debt : 99.79% and Gold : 0.49%
The minimum SIP amount for Tata Short Term Bond Fund - Growth - Direct Plan is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Short Term Bond Fund - Growth - Direct Plan is Nil