Tata Short Term Bond Fund- Regular Plan - Monthly Payout of IDCW Option

Tata Short Term Bond Fund- Regular Plan - Monthly Payout of IDCW Option is a scheme launched by Tata Mutual Fund on August 09, 2002, and falls under the Short Duration fund category. It currently manages an AUM of Rs 3,462.97 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.19% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Tata Short Term Bond Fund- Regular Plan - Monthly Payout of IDCW Option trailing returns over different times are 7.26% (1 year), 6.83% (3 year) and 5.42% (5 year). The average annual return of this fund stands at 5.2%.