TA
Tata Short Term Fund Direct Growth
Latest NAV
+4.96% 1Y
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Benchmark: CRISIL Short Duration Debt A-II Index
Expense ratio
0.37%
AUM
₹2,922 Cr
Min SIP
₹500
Min lump sum
₹5,000
1Y
+4.96%
3Y (ann.)
+7.15%
5Y (ann.)
+6.31%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹56.51
52-week range
at 97%
₹56.51
Low 06 Oct 2025₹53.90
High 09 Sep 2026₹56.60
Risk level
Moderately Low
Low
Very high
NAV history
03 Jan 2013
Since inception
05 Oct 2026
Returns by period
1W
-0.06%
1M
+0.11%
3M
+0.68%
6M
+3.12%
1Y
+4.96%
3Y
+7.15%
5Y
+6.31%
3Y and 5Y returns are annualised.
Return calculator
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Invested Gain
Invested
Projected value
min SIP ₹500
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
Sector allocation is published for schemes that buy shares directly. This is a debt scheme.
About this scheme
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.
Fund manager(s): Amit Somani, Abhisek Sonthalia, Dhawal Joshi
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹5,000
SIP
Purchase
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STP
SWP
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