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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.37 | 7.49 | 5.61 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.65 | 7.61 | 5.15 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(P-IDCW) | 8.22% | 6.68% | 6.95% |
ICICI Pru Short Term Fund(M-IDCW Payout) | 0.04% | 0.03% | 0.51% |
Kotak Bond Short Term Fund(IDCW) | 8.49% | 6.72% | 6.77% |
HDFC Short Term Debt Fund(IDCW-Reinv) | 8.42% | 2.64% | 6.45% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Debt
Others
Holdings
8.33 %
Holdings
5.93 %
Holdings
3.66 %
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
60
Total AUM
₹ 1,81,635.35 Cr.
Murthy Nagarajan
AUM: ₹21,919.23 Cr.
|
Exp: 19yrs
Abhishek Sonthalia
AUM: ₹36,462.50 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%