Tata Mutual Fund
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Tata Short Term Bond Fund

Debt Fund

The Fund aims to create a liquid portfolio of debt as well as money market instruments to provide reasonable returns and liquidity to investors.

Asset Allocation
Instruments Indicative allocations (% of total assets) Risk Profile
% Of Corpus High/Medium/Low
Short Term Debt Securities & Securitised Debt 0-100 Low to Medium
Money Market Instruments and Cash 0-100 Low

Investment by the scheme in securitised debt will not normally exceed 70% of the net assets of the scheme.

Investment in derivative instruments may be done for hedging and Portfolio balancing.

The scheme net assets will have a maximum derivative net position of 50% of the net assets of the scheme.

Who should invest / Key Attributes
  • Ideal for Investors :
    • For investors who want to earn accrual income in short  to medium term horizon
    • Looking to invest for short to medium term horizon with an objective to benefit from high accrual income and relatively better liquidity than long term debt instrument
  • Key Attributes :
    • Provides opportunity to earn higher accrual income in short to medium term in a scenario where short term rates are higher than long term
    • Focus on quality of portfolio along with the objective of accrual returns generation

Fund Manager

Akhil Mittal

Akhil MittalAkhil Mittal joined Tata Asset Management in June 2014 as a senior fund manager.

At Tata Asset Management, Akhil manages debt funds including ultra-short funds, short & long duration funds and fixed income allocation in hybrid funds.

Akhil started his career in 2004 at Rallis India Limited where he worked till 2006 in the treasury department looking after working capital management, foreign exchange management & banking.

Akhil moved to Edelweiss Securities Limited in 2006, where he worked in the Corporate Treasury & resources department looking after resource mobilization, working capital management, banking & investments.

Later, Akhil joined Canara Robeco Asset Management Co Ltd as a fund manager (fixed income funds) from Sept 2008 till Nov 2010 & from March 2011 to June 2014; he managed various Fixed Income portfolios including money market funds, duration funds & hybrid funds.

Akhil also had a brief stint with Principal PNB Asset Management Co Ltd from Nov 2010 to Feb 2011 handling various income funds.

Akhil Mittal is a B.Com graduate & holds an MBA degree from University Business School.

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Scheme Information

The investment objective will be to create a liquid portfolio of debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unitholders.

Nature of scheme

An open ended debt scheme.

Date of Allotment
09 Aug 2002
Options / Plan
Tata Short Term Bond Fund
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend / Bonus
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend / Bonus
Entry Load
Exit Load
0.25% of NAV if redeemed on or before expiry of 7 days from the date of allotment
Min. Purchase Amount
5000 & in multiple of 1
Min. Additional Purchase Amt.
1000 & in multiple of 1
Min. Redemption Amt. / Units*
500 or 50 Units
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1,000/-
Quarterly 6 1,000/-
4 1,500/-
Systematic Withdrawal Plan
Monthly / Quarterly
Min. Withdrawal Amt.

*There is no minimum amount requirement in case unitholder is opting for an all units switch.

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