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Fund Overview of Tata Short Term Bond Fund Regular-growth
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₹2,989.1 CrAUM
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₹50.00NAV
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1.10%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Tata Short Term Bond Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.39% | NA | 1.00% |
| 6 Months | 2.19% | NA | 4.64% |
| 1 Year | 4.15% | 4.15% | 8.71% |
| 2 Years | 13.12% | 6.36% | 8.38% |
| 3 Years | 20.28% | 6.35% | 7.90% |
| 5 Years | 30.38% | 5.45% | 6.75% |
| 7 Years | 51.07% | 6.07% | NA |
| 10 Years | 74.55% | 5.73% | 7.45% |
Compare Tata Short Term Bond Fund Regular-growth with other mutual funds in the same category
Tata Short Term Bond Fund Regular-growth
Bank Of India Short Term Income Fund Direct-growth
Bank Of India Short Term Income Fund Direct-idcw Monthly
Asset Allocation
debt instruments
97.49%other assets or cash equivalents
2.51%Tata Short Term Bond Fund Regular-growth is one Debt mutual fund offered by Tata Mutual Fund. Launched on 08 Aug 2002, the fund aims Regular Fixed Income for Short Term. Investment in Debt/Money Market instruments/Government Securities. It manages assets worth ₹2,989.1 crore as on Sun May 31, 2026. The expense ratio stands at 1.1%. Fund Manager Manager Education Fund Manager Manager EducationAbout Tata Short Term Bond Fund Regular-growth
The portfolio allocation consists of 97.49% in debt instruments, 2.51% in other assets or cash equivalents.Managed by Abhishek Sonthalia, it has delivered a return of 4.15% in the last year, a total return since inception of 6.97%.
Identifying an appropriate best sip plan has an important role in financial planning.
Key Metrics of Tata Short Term Bond Fund Regular-growth
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Standard Deviation1.15%
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Sharpe Ratio0.05%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bank Of India Short Term Income Fund Direct-growth  |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Regular-growth |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Sundaram Short Duration Fund Direct-growth |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| UTI Short Duration Direct-flexi Idcw |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
| UTI Short Duration Direct-growth |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Tata Short Term Bond Fund Direct Plan-growth
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₹2,989 | 1.07% | 1.60% | 2.62% | 5.02% | 7.22% |
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Tata Short Term Bond Fund Regular-idcw
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₹2,989 | 0.99% | 1.39% | 2.19% | 4.15% | 6.35% |
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Tata Short Term Bond Fund Direct Plan-idcw
|
₹2,989 | 1.07% | 1.60% | 2.62% | 5.02% | 7.22% |
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Tata Short Term Bond Fund Regular-idcw Monthly
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₹2,989 | 0.99% | 1.39% | 2.19% | 4.15% | 6.35% |
|
Tata Short Term Bond Fund Direct Plan-idcw Monthly
|
₹2,989 | 1.07% | 1.60% | 2.62% | 5.02% | 7.22% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund-growth |
₹21,229 | ₹63.63 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹21,229 | ₹69.79 | 7.95% | 7.17% | 8.04% |
| ICICI Prudential Short Term Fund-idcw Monthly |
₹21,229 | ₹12.19 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-idcw Monthly |
₹21,229 | ₹12.81 | 7.95% | 7.17% | 8.04% |
| Kotak Bond Short Term Fund Direct-growth |
₹15,287 | ₹60.53 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-growth |
₹15,287 | ₹54.60 | 6.70% | 5.70% | 6.65% |
| Kotak Bond Short Term Fund Direct-idcw |
₹15,287 | ₹16.06 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-idcw |
₹15,287 | ₹12.12 | 6.70% | 5.70% | 6.65% |
| HDFC Short Term Debt Fund-growth |
₹14,864 | ₹33.79 | 7.31% | 6.28% | 7.22% |
| HDFC Short Term Debt Fund Direct Plan-growth |
₹14,864 | ₹34.98 | 7.64% | 6.66% | 7.53% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bank Of Baroda Cd 05mar27 | Financial | 7.90% | ₹236.05 Cr |
| Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100 | Entities | 6.68% | ₹199.67 Cr |
| Bharti Telecom Limited Sr Xxv 7.35 Ncd 15ot27 Fvrs1lac | Technology | 4.96% | ₹148.15 Cr |
| Hdfc Bank Limited Cd 05mar27 | Financial | 4.74% | ₹141.54 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 4.52% | ₹135.01 Cr |
| Bharti Telecom Limited Sr Xix 8.65 Ncd 05nv27 Fvrs1lac | Technology | 4.20% | ₹125.50 Cr |
| Export Import Bank Of India Sr Z01 7.45 Bd 12ap28 Fvrs1lac | Financial | 4.17% | ₹124.56 Cr |
| Punjab National Bank Cd 09feb27 | Financial | 3.97% | ₹118.59 Cr |
| Union Bank Of India Cd 03mar27 | Financial | 3.95% | ₹118.07 Cr |
| Indian Railway Finance Corporation Limited Sr-124 7.54 Loa 31ot27 Fvrs10lac | Financial | 3.94% | ₹117.63 Cr |
| National Housing Bank 7.59 Bd 08sp27 Fvrs1lac | Financial | 3.34% | ₹99.83 Cr |
| National Bank For Agriculture And Rural Development Sr 25e 7.53 Bd 24mr28 Fvrs1lac | Financial | 3.33% | ₹99.49 Cr |
| Bajaj Housing Finance Limited 7.66 Ncd 20mr28 Fvrs1lac | Financial | 3.32% | ₹99.36 Cr |
| Poonawalla Fincorp Limited Sr B2 7.60 Ncd 28my27 Fvrs1lac | Financial | 3.32% | ₹99.28 Cr |
| Power Finance Corporation Limited Sr 259a 6.96 Bd 02mr28 Fvrs1lac | Financial | 3.30% | ₹98.70 Cr |
| Rec Limited Sr 248a 6.52 Bd 31jn28 Fvrs1lac | Financial | 3.28% | ₹98.04 Cr |
| Small Industries Development Bank Of India Sr V 7.83 Bd 24nv28 Fvrs1lac | Financial | 2.51% | ₹74.91 Cr |
| Power Finance Corporation Ltd. Sr Bs221b 7.59 Bd 17jn28 Fvrs10lac | Financial | 2.50% | ₹74.78 Cr |
| Small Industries Development Bank Of India Sr V 7.51 Bd 12ju28 Fvrs1lac | Financial | 2.49% | ₹74.53 Cr |
| Rec Limited Sr 251 6.95 Bd 18fb28 Fvrs1lac | Financial | 2.48% | ₹73.99 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Short Term Income Fund Direct-growth |
₹30.65 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹14.90 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹14.13 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Regular-growth |
₹28.04 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹14.39 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹14.18 | 6.97% | 10.16% | - |
| Sundaram Short Duration Fund Direct-growth |
₹50.63 | 7.47% | 7.97% | - |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹13.19 | 7.47% | 7.97% | - |
| UTI Short Duration Direct-flexi Idcw |
₹19.67 | 7.44% | 7.57% | - |
| UTI Short Duration Direct-growth |
₹35.60 | 7.44% | 7.57% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Tata Short Term Bond Fund Regular-growth
What is the current AUM of Tata Short Term Bond Fund Regular-growth?
As of Sun May 31, 2026, Tata Short Term Bond Fund Regular-growth manages assets worth ₹2,989.1 crore
How has Tata Short Term Bond Fund Regular-growth performed recently?
- 3 Months: 1.39%
- 6 Months: 2.19%
What is the long-term performance of Tata Short Term Bond Fund Regular-growth?
- 3 Years CAGR: 6.35%
- 5 Years CAGR: 5.45%
- Since Inception: 6.97%
What is the portfolio composition of Tata Short Term Bond Fund Regular-growth?
Debt: 97.49%, Others: 2.51%.
Who manages Tata Short Term Bond Fund Regular-growth?
Tata Short Term Bond Fund Regular-growth is managed by Abhishek Sonthalia from Tata Mutual Fund.
Which are the top companies Tata Short Term Bond Fund Regular-growth has invested in?
- BANK OF BARODA CD 05MAR27 – 7.90% of the fund's portfolio
- GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100 – 6.68% of the fund's portfolio
- BHARTI TELECOM LIMITED SR XXV 7.35 NCD 15OT27 FVRS1LAC – 4.96% of the fund's portfolio
- HDFC BANK LIMITED CD 05MAR27 – 4.74% of the fund's portfolio
- GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 – 4.52% of the fund's portfolio
Which are the major sectors Tata Short Term Bond Fund Regular-growth focuses on?
- Financial – 58.54% of the fund's portfolio
- Entities – 11.20% of the fund's portfolio
- Technology – 9.16% of the fund's portfolio
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