Tata Short Term Bond Fund Direct Growth
Scheme code: INF277K01QR4
NAV value:
₹ 54.9102
NAV date: 18 March, 2026
TER: 0.35%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.15 | 12.36 | 8.18 | 7.56 | 13.45 |
| 3 year | 4.76 | 10.88 | 6.71 | 7.19 | 7.77 |
| 5 year | 5.42 | 9.28 | 6.94 | 6.93 | 6.99 |
| 7 year | 5.88 | 8.70 | 6.68 | 6.98 | 7.05 |
| 10 year | 6.75 | 7.54 | 7.13 | 7.14 | 7.44 |
| 12 year | 7.29 | 7.68 | 7.51 | 7.49 | 7.88 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,320 - Absolute Returns: ₹42,320 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,94,171 - Absolute Returns: ₹3,94,171 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,55,223 - Absolute Returns: ₹10,55,223 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,06,18,167 - Absolute Returns: ₹22,18,167 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,67,82,435 - Absolute Returns: ₹47,82,435 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,20,91,048 - Absolute Returns: ₹76,91,048 - CAGR: %Drawdown Metrics
Max Drawdown
-5.12 %
Drawdown Duration
2 months
Recovery Time
7 months
Avg Drawdown
-0.19 %
Calmar Ratio by Duration
1
Y
1.4769
3
Y
1.4047
5
Y
1.3539
7
Y
1.3636
10
Y
1.3949
12
Y
1.4633