Tata Short Term Fund Direct-Growth
Debt: Short Term - Growth (Open ended)
SEBI Riskometer: ModerateCategory: Debt: Short TermBenchmark: CRISIL Short Duration Debt A-II IndexCheck Portfolio Overlap →
NAV: ₹56.52+0.02%
06 Oct 2026
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| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 15 Jan, 2014 - 06 Oct, 2026 | 16 Feb, 2016 - 06 Oct, 2026 | 14 Mar, 2018 - 06 Oct, 2026 | 13 Apr, 2020 - 22 Jan, 2026 |
| Average returns | 7.75% | 7.43% | 7.12% | 7.20% |
| Standard deviation | 2.99% | 1.57% | 0.88% | 0.83% |
| Best returns | 13.26% 1 year ending on 13 Jul, 2020 | 11.42% 3 years ending on 05 Oct, 2016 | 9.55% 5 years ending on 09 Apr, 2018 | 9.02% 7 years ending on 19 Nov, 2020 |
| Worst returns | -1.02% 1 year ending on 30 Oct, 2018 | 4.94% 3 years ending on 17 Aug, 2023 | 5.60% 5 years ending on 04 Nov, 2022 | 6.17% 7 years ending on 14 Feb, 2024 |
| Period with positive return | 99.12% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 79.28% | 99.73% | 100.00% | 100.00% |
| Period with return > 10% | 26.42% | 12.97% | 0.00% | 0.00% |
| Period with return > 15% | 0.00% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 54.52% | 39.34% | 22.75% | 0.28% |
| Beat % Benchmark | 33.90% | 12.62% | 6.75% | 1.35% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 3.78% | -0.02% | 3.32% | 4.87% | 7.23% | 6.34% | 6.38% | 7.40% |
| Debt: Short Term | 3.74% | 0.00% | 3.29% | 4.93% | 7.32% | 6.55% | 6.67% | - |
| CRISIL Short Duration Debt A-II Index | -12.01% | -4.22% | -0.02% | -7.88% | 6.28% | 6.49% | 11.43% | - |
| Rank in category | 15 | 18 | 13 | 17 | 20 | 15 | 15 | - |
| Funds in category | 26 | 29 | 28 | 26 | 25 | 23 | 17 | - |