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 (71.67%) Market Cap Large Cap 2.55 Mid Cap 45.34 Small Cap 23.78 Top Sectors Financial 15.05 Healthcare 11.31 Capital Goods 10.99 Metals & Mining 6.97 Services 5.55 Automobile 5.14 Materials 2.96 Consumer Staples 2.83 Chemicals 2.81 Construction 1.49 Insurance 1.48 Technology 1.46 Energy 1.43 Textiles 1.34 Communication 0.52 Consumer Discretionary 0.34 Top Holding PB Fintech 1.22 Glenmark Pharmaceuticals 2.36 Abbott India 2.93 Lloyds Metals & Energy 1.69 Max Financial Services 2.27 Senco Gold 0.34 Radico Khaitan 0.49 CMS Info Systems 0.39 KSH International 1 ICICI Lombard Gen. Insurance 1.48 Steel Authority Of India 1.02 APL Apollo Tubes 1.31 Aye Finance 0.83 Prudent Corporate Advisory Services 0.81 HEG 1.72 Ganesha Ecosphere 0.74 Vishal Mega Mart 0.94 Bharat Dynamics 2.25 Quality Power Electrical Equipments 1.44 Titagarh Rail Systems 0.62 GE Vernova T&D 0.59 UNO Minda 2.29 Sundaram Finance 1.94 Jindal Stainless 1.63 MRF 0.97 Leela Palaces Hotels 0.6 Nippon Life India Asset Management 2.05 Petronet LNG 0.95 Jyoti CNC Automation 0.12 Aditya Birla Real Estate 0.02 Zaggle Prepaid Ocean Services 0.83 Shreeji Shipping Global 1.76 Eris Lifesciences 2.02 Housing & Urban Dev Corp 1.69 Indian Bank 2.55 Ethos 0.64 Arvind 0.6 SBI Cards 1.59 Goodluck India 0.86 Swan Corp 1.48 Coromandel International 1.64 Balrampur Chini Mills 0.8 Aurobindo Pharma 2.15 Syrma SGS Technology 1.16 PSP Projects 0.01 Hindustan Copper 0.46 Deepak Nitrite 0.7 Castrol India 0.47 Triveni Engineering & Inds. 0.77 Ipca Laboratories 0.84 Godfrey Phillips India 0.75 Bharat Forge 1.26 Torrent Power 0.48 Ajanta Pharma 1.01 Bank of Maharashtra 1.32 JK Cement 1.83 Bharti Hexacom 0.52 Schaeffler India 1.54 Kajaria Ceramics 1.13 TD Power Systems 1.17 Coforge 0.63
Debt & Others (28.330000000000002%) Sector Allocation Repo 5.43 Bonds 1.7 Commercial Paper 2.83 Debt Credit Ratings AAA 10 A1+ 9.32 Cash & Call Money 6.12 SOV 2.52 AA+ 0.37 Debt Category Reserve Bank of India 0.21 Power Grid Corporation Of India 0.89 Torrent Pharmaceuticals 0.37 GOI 1.95
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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