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Tata Short Term Bond Fund - Direct Plan - Growth Option

Tata · Short Duration
Moderate
₹56.71
Current NAV
05 Nov 2026
4.7%
1Y Return
7.1%
3Y CAGR
6.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.94%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.04
Sharpe Ratio
0.94
Beta
1.54
Alpha
1.39
Sortino
Fund Details
Fund House Tata
Category Short Duration
AUM ₹2090 Cr
Expense Ratio 0.94%
Min SIP ₹500
Min Lumpsum ₹1000
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