NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Tata Short Term Bond Fund -Growth for NRI [49.38]

Min Investment

₹5,000

Fund Size

₹3,282.35 Cr

Expense Ratio

1.2%

Exit Load

0%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹49.38

-0.02%

NAV as on 06 Mar 26, 12:00 AM

moderate risk

short duration

debt

NAV as on 06 Mar 26, 12:00 AM

moderate risk

short duration

debt

6.14%p.a.

Last 1Y

6.83%p.a.

Last 3Y

5.53%p.a.

Last 5Y

7.00%p.a.

Since Inception

About Tata Short Term Bond Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Tata Short Term Bond Fund -Growth scheme from Tata Asset Management Private Limited. It is a Short Duration mutual fund scheme that predominantly invests in Short Duration stocks of companies. Launched on Aug 2002, Tata Short Term Bond Fund -Growth is Short Duration fund of its category with 3,282.35 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Short Duration funds.

  • Tata Short Term Bond Fund -Growth delivered 6.1% annual returns during the last year. It has delivered 7.0% average annual returns since the fund was launched.
  • Tata Short Term Bond Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in debt

Fund Objective

The investment objective is to generate regular income/appreciation over a short term period. There can be no assurance that the investment objective of the Scheme will be realised.

Top 10 Holdings

Repo

11.50%

Cash/Net Current Assets

1.28%

REC Ltd Debenture 7.54 30/12/2026

0.15%

8.18% State Developement Loan-Tamilnadu 2028 (MD 19/12/2028)

0.00%

POWER GRID CORPORATION OF INDIA LIMITED SR I 8.24 LOA 14FB29 FVRS10LAC

1.58%

NATIONAL HIGHWAYS AUTHORITY OF INDIA SERIES VI 8.27 BD 28MR29 FVRS10LAC

0.01%

CENTRAL GOVERNMENT LOAN 21563 GOI 08AP26 7.27 FV RS 100

0.14%

CENTRAL GOVERNMENT LOAN 29208 GOI 03AG30 5.77 FV RS 100

0.02%

JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD 6 6.40 LOA 29SP26 FVRS10LAC

2.14%

Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct - Growth

0.20%

Fund Managers

  1. Abhishek Sonthalia (Feb 2020 - Present)
  2. Amit Somani (Jun 2025 - Present)

Key Information

View Scheme Document

Tata Short Term Bond Fund -Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Tata Short Term Bond Fund -Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Tata Short Term Bond Fund -Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Short Term Bond Fund -Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

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