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Tata Short Term Bond Fund- Regular Plan - Monthly Payout of IDCW Option

Tata · Short Duration
Moderate
₹22.89
Current NAV
05 Nov 2026
3.8%
1Y Return
6.2%
3Y CAGR
5.5%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.33).
  • Very large asset base (AUM: ₹11,880 Cr) indicating high investor trust and liquidity.
  • 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
1.33
Sharpe Ratio
1.53
Beta
-0.67
Alpha
1.77
Sortino
Fund Details
Fund House Tata
Category Short Duration
AUM ₹11880 Cr
Expense Ratio 1.13%
Min SIP ₹500
Min Lumpsum ₹1000
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