InvestVerdict
Tata Short Term Bond Fund
Direct Plan · Periodic Payout of IDCW Option · Short Duration · Scheme code 133974
Fund houseTata Mutual Fund
CategoryShort Duration
Plan & optionDirect · Periodic Payout of IDCW Option
History11.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.21 | 2.10 | 2.68 | 5.52 | 7.27 | 6.33 | 6.82 | 6.52 | 6.90 |
| Short Duration category median |
— | — | — | 5.79 | 7.43 | 6.51 | — | 7.20 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.7% | 0.44 | 0.61 | — | — | -5.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 508 | -1.2% | 7.4% | 12.0% | 1% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.