NSE ScannerTata Mutual Fund · Debt · Short Term · Regular plan
Tata Short Term Fund - Regular Plan - Growth
₹50.382NAV on 30 Oct 2026Expense ratio 1.11%
29 Oct 2025NAV low 48.74 · high 50.65+3.3%
In plain words
Over 3 years it returned +6.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.6%.
On 3-year return it ranks 16 of 19 funds in Short Term.
A monthly SIP over 10 years ended ₹76,679 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.3% | +1.9% |
| 3 months | -0.0% | -5.1% |
| 6 months | +1.8% | -3.2% |
| 1 year | +3.4% | -10.2% |
| 3 years (yearly) | +6.1% | +7.4% |
| 5 years (yearly) | +5.4% | +6.5% |
| 10 years (yearly) | +5.4% | +11.3% |
| Since start (yearly) | +7.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,299 | +3.1% |
| 3 years | ₹3,60,000 | ₹3,90,584 | +5.1% |
| 5 years | ₹5,90,000 | ₹6,80,719 | +5.6% |
| 10 years | ₹11,90,000 | ₹15,78,731 | +5.5% |
Other plan of this fund: Tata Short Term Fund - Direct Plan - Growth