Tata Short Term Bond Fund
Direct · Growth ₹56.46
18 Aug 2026
NAV
7.2%
3Y CAGR
6.9%
5Y CAGR
7.1%
10Y CAGR
7.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.30
Sharpe
-5.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.34%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.43 L | 7.5% | -5.6% | 15.1% |
| 3 Years | ₹36.00 L | ₹39.94 L | 7.1% | 2.5% | 10.7% |
| 5 Years | ₹60.00 L | ₹70.53 L | 6.7% | 5.2% | 9.0% |
| 7 Years | ₹84.00 L | ₹1.06 Cr | 6.7% | 5.7% | 8.1% |
| 10 Years | ₹1.20 Cr | ₹1.68 Cr | 6.6% | 6.4% | 7.0% |
| 12 Years | ₹1.44 Cr | ₹2.20 Cr | 6.9% | 6.6% | 7.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.5% | 7.5% |
| 3 Years | 7.1% | 7.5% |
| 5 Years | 6.7% | 7.1% |
| 7 Years | 6.7% | 7.1% |
| 10 Years | 6.6% | 7.1% |
| 12 Years | 6.9% | 7.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.5% | 8.1% | -1.1% | 12.4% | 0.34 | 0.56 | 99% | — | — |
| 3 Years | 7.2% | 6.8% | 4.8% | 10.9% | 0.45 | 1.27 | 100% | — | — |
| 5 Years | 6.9% | 6.8% | 5.4% | 9.3% | 0.46 | 1.20 | 100% | — | — |
| 10 Years | 7.1% | 7.1% | 6.5% | 7.5% | 2.30 | — | 100% | — | — |
-5.1%
Max Drawdown
2 mo
Drawdown Duration
7 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
1.46
1Y
1.40
3Y
1.35
5Y
1.36
7Y
1.38
10Y
1.45
12Y