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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 7.41 | 6.35 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.54 | 5.75 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Short Duration Debt Index |
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata ST Bond Fund | 8.44% | 6.35% | 7.54% |
ICICI Pru Short Term Fund | 8.64% | 7.12% | 8.54% |
Kotak Bond Short Term Fund | 8.77% | 6.37% | 8.05% |
HDFC Short Term Debt Fund | 8.73% | 6.52% | 8.07% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
9.85 %
Holdings
7.76 %
Holdings
3.36 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
74
Total AUM
₹ 1,98,343.07 Cr.
Murthy Nagarajan
AUM: ₹22,938.11 Cr.
|
Exp: 19yrs
Abhishek Sonthalia
AUM: ₹35,458.16 Cr.
|
Exp: 11yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%