Tata Short Term Fund - Regular Plan

AMC: TATA Low Risk Debt Short Duration

📊 Quick Summary Of This Page

Tata Short Term Fund - Regular Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.02%
Expense Ratio
Mr. Amit Somani
Fund Manager
Growth
Plan Type
08 Aug 2002
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Tata Short Term Fund - Regular Plan does not yet have a 5-year performance history.

The average return for Short Duration funds is 36.25% .

Holdings Insights

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.

Category Comparison
Metric Fund Category Avg
1 Year Return 8.45% 3.96%
2 Year Return 20.24% 10.60%
3 Year Return 29.24% 18.11%
4 Year Return 35.50% 26.83%
5 Year Return 57.50% 36.25%
6 Year Return 60.03% 46.67%
7 Year Return 82.16% 59.31%
Expense Ratio 1.02% -
NAV History
Fund Information

AMC: TATA

Category: Debt • Short Duration

Launch Date: 08 Aug 2002

Fund Manager: Mr. Amit Somani

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 0

Risk: Low Risk

About This Fund

Tata Short Term Fund - Regular 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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Frequently Asked Questions

Tata Short Term Fund - Regular Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Tata Short Term Fund - Regular Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Tata Short Term Fund - Regular Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Tata Short Term Fund - Regular Plan, based on the latest portfolio data.

Tata Short Term Fund - Regular Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Tata Short Term Fund - Regular Plan is , which represents the annual cost charged for managing the fund.

Tata Short Term Fund - Regular Plan manages assets worth approximately , representing the total investor capital under management.

Tata Short Term Fund - Regular Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Tata Short Term Fund - Regular Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Tata Short Term Fund - Regular Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Tata Short Term Fund - Regular Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Tata Short Term Fund - Regular Plan and making investment decisions.

Yes, Tata Short Term Fund - Regular Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Tata Short Term Fund - Regular Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Tata Short Term Fund - Regular Plan to estimate returns and wealth creation over different time periods.