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

Marzban Irani

Marzban IraniMr Irani is a B Com graduate and has completed his PGDBA. He has over 13 years experience in the fixed income market. He joined Tata Asset management in 1999 as a research analyst and later moved to Mirae Asset Management and MetLife Insurance as a fund manager. He is currently designated as a senior fund manager at Tata Asset Management Limited and manages Tata Liquid Fund, Tata Floater Fund, Tata Income Fund and Tata Short Term Bond Fund.

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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
Plan A (Routed through Distributor)
  • - Growth
  • - Dividend / Bonus
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend / Bonus
Entry Load
Exit Load
0.50% of NAV if redeemed on or before expiry of 180 days from the date of allotment.
Min. Purchase Amount
Min. Additional Purchase Amt.
5,000/- and in multiples of Re.1 thereafter
Min. Redemption Amt. / Units*
1,000/- or 100 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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