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Tata Short Term Bond Fund - Direct Plan - Growth Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 66/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)7.31%
- Expense ratio (20%)—
- AUM (15%)—
Not investment advice — an analytical read of public fund data. Methodology →
Tata Mutual Fund · Income/Debt Oriented · Short Term Fund
₹56.53
AUM: —
NAV updated 21 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Sharpe Ratio
-0.53
Std Dev (1Y)
1.2%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.35%
3m
+2.22%
6m
+2.97%
1y
+5.72%
3y
+7.31%
5y
+6.35%
10y
+6.52%
since inception
+7.45%
TopFund's Take on Tata Short Term Bond Fund - Direct Plan - Growth Option
Tata Short Term Bond Fund - Direct Plan - Growth Option holds up reasonably well within the Short Term Fund category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 66/100.
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 -0.53 — 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 1.2% is on the lower side for a Short Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented 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.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about 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 ₹56.53. NAV is updated every business day after market close by AMFI.
1Y: 5.72% · 3Y CAGR: 7.31% · 5Y CAGR: 6.35%
Expense ratio data for Tata Short Term Bond Fund - Direct Plan - Growth Option is not yet available.
Tata Short Term Bond Fund - Direct Plan - Growth Option is managed by Tata Mutual Fund.
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.
Tata Short Term Bond Fund - Direct Plan - Growth Option is a Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
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.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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