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Debt · Short Term

Tata Short Term Fund

Tata Mutual Fund
Benchmark
CRISIL Short Duration Debt A-II Index
Riskometer
Moderate
Size
₹2,895 cr
Allotted
12 Aug 2002
Holdings as of
Not on record

Tata Short Term Fund is a short term fund of Tata Mutual Fund with ₹2,895 cr under management. It is ahead of its benchmark (CRISIL Short Duration Debt A-II Index) in 2 of 4 periods. Its direct plan charges 0.37% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Tata Short Term Fund invested in?

Mix not on record

Has Tata Short Term Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Short Duration Debt A-II Index, in 2 of 4 periods in AMFI's figures; +4.62% over the last year against +4.78%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Short Duration Debt A-II Index) in 2 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +4.62%+3.74%+4.78% −0.16 🔒
3y +7.13%+6.25%+7.01% +0.12 🔒
5y +6.30%+5.42%+6.12% +0.18 🔒
10y +6.36%+5.45%+6.74% −0.38 🔒
Ahead in points a year · its rank among Short Term funds, and how steady the lead is, in the app

Risk, falls and every year

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Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Tata Short Term Fund cost?

0.37% a year on the direct plan, 1.11% on the regular plan; 10 of 22 funds in its category charge less.

Direct plan
0.37% a year
Category median 0.38%
Regular plan
1.11% a year
Category median 0.99%
Gap
0.74 points
for the same holdings
10 of 22 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Income/Debt Oriented Schemes - Short Term Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Tata Short Term Fund?

Amit Somani, since None.

Amit Somani
None years
since None
Benchmark as filedCRISIL Short Duration Debt A-II Index
Exit load
NIL
From 1 Scheme Summary Documents filed with NSE, first on 11 Sep 2026; as on 11 Sep 2026

Questions people ask

Who manages Tata Short Term Fund?

Amit Somani (manager) since None.

What is the expense ratio of Tata Short Term Fund?

0.37% a year on the direct plan and 1.11% on the regular plan (expense report, Oct 2026).

How has Tata Short Term Fund done?

Its direct plan returned +7.13% a year over 3 years against +7.01% for its benchmark, CRISIL Short Duration Debt A-II Index, as of 13 Oct 2026.

Inside the app

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