Comprehensive analysis of Tata Short Term Bond Fund - Direct (IDCW-Periodic) (29884) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Tata Asset Management Ltd
The investment objective is to generate regular income/appreciation over a short term period. There can be no assurance that the investment objective of the Scheme will be realised.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Good Returns
Moderate Risk
Low Expense Ratio
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Fund management costs
Risk-adjusted returns
Historical performance consistency
Assets under management
Market exposure level
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| N A B A R D | Debt Others | 8.69% |
| S I D B I | Debt Others | 8.68% |
| REC Ltd | Finance - Term-Lending Institutions | 7.90% |
| Natl. Hous. Bank | Debt Others | 7.28% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 7.25% |
| Axis Bank Ltd | Banks - Private Sector | 6.88% |
| GSEC2030 | Govt. Securities | 6.61% |
| GUJARAT 2031 7.11 | Govt. Securities | 4.82% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 4.33% |
| GSEC2034 | Govt. Securities | 3.95% |
Compare against Short Duration Fund category average
This comparison shows how the fund performs relative to the Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Short Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹3981.01 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (G) | ₹3602.08 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3582.93 | 4.28% | 7.73% | 6.96% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2808.60 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (Discretionary) | ₹2686.98 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2619.66 | 4.71% | 8.59% | 7.67% |
| Groww Short Duration Fund - Direct (G) | ₹2418.10 | 4.85% | 8.61% | 7.50% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2346.96 | 4.34% | 7.81% | 6.91% |
| Groww Short Duration Fund (G) | ₹2103.83 | 4.48% | 7.59% | 6.37% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1290.12 | 4.73% | 8.53% | 7.46% |
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