Tata Short Term Bond Fund Direct Growth
Scheme code: INF277K01QR4
NAV value:
₹ 52.3024
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 6.18 | 9.36 | 7.95 | 7.4 |
| 3 year | 4.57 | 7.55 | 5.93 | 6.48 |
| 5 year | 5.37 | 7.94 | 6.60 | 7.09 |
| 7 year | 5.81 | 8.71 | 6.98 | 7.8 |
| 10 year | 6.84 | 7.60 | 7.23 | 8.13 |
| 12 year | 7.43 | 7.62 | 7.52 | 10.93 |
Rolling return for 1 year
- Average return: 7.95% - Median return: 7.98% - Average standard deviation: 0.5Rolling return for 3 year
- Average return: 5.93% - Median return: 5.91% - Average standard deviation: 0.18Rolling return for 5 year
- Average return: 6.6% - Median return: 6.74% - Average standard deviation: 0.12Rolling return for 7 year
- Average return: 6.98% - Median return: 6.6% - Average standard deviation: 0.08Rolling return for 10 year
- Average return: 7.23% - Median return: 7.25% - Average standard deviation: 0.06Rolling return for 12 year
- Average return: 7.52% - Median return: 7.52% - Average standard deviation: 0.05SIP 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 (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,44,599 | 44,599 | 3.72 |
| 3 year | 36,00,000 | 39,18,259 | 3,18,259 | 2.87 |
| 5 year | 60,00,000 | 70,35,265 | 10,35,265 | 3.24 |
| 7 year | 84,00,000 | 1,05,88,968 | 21,88,968 | 3.36 |
| 10 year | 1,20,00,000 | 1,67,23,895 | 47,23,895 | 3.38 |
| 12 year | 1,44,00,000 | 2,20,32,735 | 76,32,735 | 3.61 |