What is the current NAV of Tata Short Term Bond Fund - Direct Plan - Growth Option?

The current NAV (Net Asset Value) of Tata Short Term Bond Fund - Direct Plan - Growth Option is ₹56.15. NAV is updated every business day after market close by AMFI.

What is the 1-year return of Tata Short Term Bond Fund - Direct Plan - Growth Option?

Tata Short Term Bond Fund - Direct Plan - Growth Option has delivered a 1-year CAGR return of 4.4% as of the latest data.

What is the 3-year CAGR of Tata Short Term Bond Fund - Direct Plan - Growth Option?

Tata Short Term Bond Fund - Direct Plan - Growth Option has delivered a 3-year CAGR return of 7.12%. This measures compounded annual growth over 3 years.

Who manages Tata Short Term Bond Fund - Direct Plan - Growth Option?

Tata Short Term Bond Fund - Direct Plan - Growth Option is managed by Tata Mutual Fund.

What is the risk level of Tata Short Term Bond Fund - Direct Plan - Growth Option?

Tata Short Term Bond Fund - Direct Plan - Growth Option is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.

What is the minimum SIP amount for Tata Short Term Bond Fund - Direct Plan - Growth Option?

You can start a SIP in Tata Short Term Bond Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Tata Short Term Bond Fund - Direct Plan - Growth Option

Q: What is the expense ratio of Tata Short Term Bond Fund - Direct Plan - Growth Option?

Expense ratio data for Tata Short Term Bond Fund - Direct Plan - Growth Option is not yet available.

★★★★★ monitor_heart Health Score: 33/100 · Weak

Tata Mutual Fund · Debt · Short Duration Fund

₹56.15

+0.01 (+0.03%) trending_up

AUM: —

NAV updated 14 days ago

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Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

—

Exit Load

—

Fund Manager

—

Inception

—

Benchmark

—

Sharpe Ratio

-1.36

Std Dev (1Y)

1.19%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

+0.44%

+1.1%

+2.03%

+4.4%

+7.12%

+6.25%

10y

+6.62%

since inception

+7.45%

rate_review TopFund's Take on Tata Short Term Bond Fund - Direct Plan - Growth Option

Tata Short Term Bond Fund - Direct Plan - Growth Option lags behind most of its peers in the Short Duration Fund category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 33/100.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.36 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.19% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.