Tata Short Term Bond Fund Regular-Growth
Tata Short Term Bond Fund Regular-Growth: Mutual Fund Overview
Tata Short Term Bond Fund Regular-Growth is an Short Duration mutual fund with over 23.59 years of performance history. The scheme manages an AUM of ₹3745.31 Cr and has a NAV of ₹49.3718. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.04%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 6.04% at 12 Mar 2026 07:06 PM
Fund Details
NAV 49.3718
Sub-Type Short Duration
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 23.59
Fund Size(in Crores) 3745.31
Fund Performance
1 Month 0.39%
3 Month 0.89%
6 Month 2.18%
1 Year 6.04%
3 Year 6.81%
5 Year 5.52%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.41%) Market Cap Large Cap 57.01 Small Cap 24.02 Mid Cap 14.38 Top Sectors Financial 28.94 Automobile 8.91 Energy 8.3 Capital Goods 7.74 Services 5.8 Healthcare 5.68 Construction 5.22 Communication 4.84 Metals & Mining 4.27 Materials 4.08 Technology 3.53 Consumer Discretionary 2.52 Insurance 2.37 Unclassified 1.27 Chemicals 1 Consumer Staples 0.94 Top Holding Indusind Bank 1.14 Tata Motors 0.83 Samvardhana Motherson 2.91 Infosys 2.27 City Union Bank 2 PI Industries 1 Sun Pharmaceutical Industries 1.77 ICICI Lombard Gen. Insurance 1.06 Graphite India 1.54 Emmvee Photovoltaic Power 0.48 Amber Enterprises India 1.07 Rainbow Children's 1.37 Ultratech Cement 1.9 Pricol 2.25 Coal India 1.11 Cummins India 2.41 Abbott India 0.81 State Bank of India 5.24 Radico Khaitan 0.94 H.G. Infra Engineering 0.07 MCX 1.08 Hindalco Industries 1.47 LG Electronics India 0.76 Tenneco Clean Air India 0.33 Ambuja Cements 1.07 PB Fintech 1.22 Kirloskar Pneumatic 0.85 Reliance Industries 4.03 Laxmi Dental 0.12 Vedanta 1.02 HCL Technologies 1.26 The Federal Bank 1.68 Jubilant FoodWorks 0.81 Healthcare Global Enterprises 0.78 Bharat Electronics 1.36 ICICI Bank 6.19 Kwality Wall's (India) 0 Wakefit Innovations 0.69 Tata Steel 0.43 Bank of Baroda 0.55 Shriram Pistons & Rings 1.47 ICICI Prudential Asset Management Company 1.27 Eternal 1.07 Anant Raj 1.15 Transrail Lighting 0.97 Interglobe Aviation 0.88 Billionbrains Garage Ventures 0.35 Dr. Lal Pathlabs 0.83 Larsen & Toubro 3.22 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 4.84 UNO Minda 1.12 Bajaj Finance 1.66 Brigade Enterprises 0.78 HDFC Bank 6.5 Power Fin. Corp. 1.13 SBI Life Insurance Company 1.31 Gravita India 1.35 The Indian Hotels Company 0.47 Motilal Oswal Financial Services 1.93 Tata Capital 0.57 Kei Industries 1.58 V-Mart Retail 0.27 NTPC 2.82
Debt & Others (4.59%) Sector Allocation Cash/Net Current Assets 2.67 Repo 1.92 Debt Credit Ratings Debt Category Others 4.59
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.17%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Amit Somani
Education Mr.Somani is a B.Com, PGDBM and CFA.
Experience Prior to joining Tata Asset Management Ltd in 2010 he has worked with Fidelity Investments Netscribes Pvt. ltd, SPA Capital and Khandwala Securities.
Murthy Nagarajan
Education Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Abhishek Sonthalia
Education Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience Prior to joining UTI Mutual Fund, he has worked with Tata Mutual Fund, CRISIL Ltd. and TCS.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 20
Date of Incorporation 2002-08-08
Total AUM 232819.21
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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