Tata Short Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Short Duration funds is 36.25% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.84% | 3.96% |
| 2 Year Return | 23.31% | 10.60% |
| 3 Year Return | 34.17% | 18.11% |
| 4 Year Return | 42.66% | 26.83% |
| 5 Year Return | 68.39% | 36.25% |
| 6 Year Return | 73.22% | 46.67% |
| 7 Year Return | 99.68% | 59.31% |
| Expense Ratio | 0.30% | - |
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Tata Short Term Fund - Direct Plan is managed by TATA and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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