Tata Short Term Fund

Regular plan – Growth

Other options

The page shows the Growth option. The Regular plan’s other options have their own codes.

Option	AMFI code	ISIN
Growth (this page)	101548	INF277K01972
IDCW	101547	INF277K01964, INF277K01EI9
IDCW	133975	INF277K01P20, INF277K01P12

Short Term Fund Tata Mutual Fund

Open-ended. Launched on 8 Aug 2002.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.: Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.: ₹2,912 cr; 30 Sep 2026
SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.: ₹500; a month
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.: CRISIL Short Duration Debt A-II Index; as the SID names it
Riskometer: Moderate; read by Felix on 28 Oct 2026

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

2 changes in the last 12 months: Dhawal Joshi became a fund manager, 1 Jun 2026; SEBI renamed its category from Short Duration Fund to Short Term Fund, 26 Feb 2026. See what changed

What it is

SEBI’s rule for a Short Term Fund: debt and money market instruments, with a portfolio Macaulay duration of 1 to 3 years. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Debtallowed 0% to 100%

Money marketallowed 0% to 100%

Source: the SID’s asset allocation, from fund house disclosures.

Potential risk class (PRC)

PRC Potential risk class: the most interest-rate risk and credit risk a debt scheme may take, on SEBI’s three-by-three grid, as its SID states it.as the SID states it

The most risk the scheme may take: interest-rate risk in rows, credit risk in columns. This scheme: B-III.
Interest-rate risk	Credit risk relatively low (A)	Moderate (B)	Relatively high (C)
Relatively low (I)
Moderate (II)
Relatively high (III)		B-III

Riskometer

The risk of the scheme is Moderate

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, Tata Mutual Fund

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Benchmark: CRISIL Short Duration Debt A-II Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, Tata Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Amit Somanisince 11 Jun 2025
Fund manager
1 year 4 months
Also manages Tata Aggressive Hybrid Fund, Tata Balanced Advantage Fund, Tata Corporate Bond Fund, Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund, Tata Income Plus Arbitrage Active FoF, Tata Money Market Fund, Tata Multi Asset Allocation Fund, Tata Nifty G-Sec Dec 2026 Index Fund, Tata Nifty G-Sec Dec 2029 Index Fund, Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund, Tata Retirement Savings Conservative, Tata Retirement Savings Moderate, Tata Ultra Short Term Fund
Dhawal Joshisince 1 Jun 2026
Assistant fund manager
4 months
Also manages Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund, Tata Liquid Fund, Tata Ultra Short Term Fund, Tata Ultra Short to Short Term Fund

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI

Fund house: Tata Mutual Fund
SEBI category: Short Term Fund
Plan and option: Regular plan – Growth
Structure: Open-ended
Launched: 8 Aug 2002
AMFI code, Growth: 101548
ISIN, Growth: INF277K01972
Registrar: CAMS
Fund house website: tatamutualfund.com ↗

Tata Mutual Fund

Tata Mutual Fund runs 63 schemes in their Regular plan: 20 equity, 9 debt, 4 hybrid, 21 index funds and ETFs, 9 other.

25 fund managers, in their current schemes for 3 years 3 months on average.

3 schemes launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

SIP from: ₹500, as the KIM states it
Entry load: Nil, since 1 Aug 2009
Stamp duty: 0.005% of the amount invested, since 1 Jul 2020
Applicable NAV: That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money: Within 3 working days of the redemption request

Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Short Term Fund

All 26 schemes

26 schemes in their Regular plan, from 26 fund houses.

Schemes 17 to 26 of 26, A to Z; this scheme is marked.Schemes 21 to 25 of 26, A to Z; this scheme is marked.

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
LIC MF Short Term Fund	CRISIL Short Duration Debt A-II Index	122	200	2019
Mahindra Manulife Short Term Fund	CRISIL Short Duration Debt A-II Index	79	500	2021
Mirae Asset Short Term Fund	CRISIL Short Duration Debt A-II Index	512	99	2018
Nippon India Short Term Fund	CRISIL Short Duration Debt A-II Index	6,364	100	2002
SBI Short Term Fund	CRISIL Short Duration Debt A-II Index	13,243	500	2007
Sundaram Short Term Fund	NIFTY Short Duration Debt Index A-II	176	250	2003
Tata Short Term Fund	CRISIL Short Duration Debt A-II Index	2,912	500	2002
TRUSTMF Short Term Fund	CRISIL Short Duration Debt A-II Index	66	1,000	2021
Union Short Term Fund	CRISIL Short Duration Debt A-II Index	111	500	2025
UTI Short Term Fund	CRISIL Short Duration Debt A-II Index	1,770	500	2007

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
SBI Short Term Fund	CRISIL Short Duration Debt A-II Index	13,243	500	2007
Sundaram Short Term Fund	NIFTY Short Duration Debt Index A-II	176	250	2003
Tata Short Term Fund	CRISIL Short Duration Debt A-II Index	2,912	500	2002
TRUSTMF Short Term Fund	CRISIL Short Duration Debt A-II Index	66	1,000	2021
Union Short Term Fund	CRISIL Short Duration Debt A-II Index	111	500	2025

Show all 26 schemes

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
Aditya Birla Sun Life Short Term Fund	NIFTY Short Duration Debt Index A-II	5,966	1,000	2003
Axis Short Term Fund	NIFTY Short Duration Debt Index A-II	7,425	100	2010
Bandhan Short Term Fund	NIFTY Short Duration Debt Index A-II	8,680	100	2000
Bank of India Short Term Fund	CRISIL Short Duration Debt A-II Index	259	1,000	2008
Baroda BNP Paribas Short Term Fund	CRISIL Short Duration Debt A-II Index	419	500	2010
Canara Robeco Short Term Fund	CRISIL Short Duration Debt A-II Index	276	1,000	2011
DSP Short Term Fund	CRISIL Short Duration Debt A-II Index	3,416	100	2002
Franklin India Short Term Fund	NIFTY Short Duration Debt Index A-II	231	Not reported	2026
Groww Short Term Fund	CRISIL Short Duration Debt A-II Index	93	500	2013
HDFC Short Term Fund	CRISIL Short Duration Debt A-II Index	14,219	100	2010
HSBC Short Term Fund	NIFTY Short Duration Debt Index A-II	3,881	1,000	2011
ICICI Prudential Short Term Fund	NIFTY Short Duration Debt Index A-II	18,890	1,000	2001
Invesco India Short Term Fund	NIFTY Short Duration Debt Index A-II	541	1,000	2007
JioBlackRock Short Term Fund	NIFTY Short Duration Debt Index A-II	113	Not reported	2026
JM Short Term Fund	CRISIL Short Duration Debt A-II Index	79	100	2022
Kotak Short Term Fund	NIFTY Short Duration Debt Index A-II	14,241	100	2002
LIC MF Short Term Fund	CRISIL Short Duration Debt A-II Index	122	200	2019
Mahindra Manulife Short Term Fund	CRISIL Short Duration Debt A-II Index	79	500	2021
Mirae Asset Short Term Fund	CRISIL Short Duration Debt A-II Index	512	99	2018
Nippon India Short Term Fund	CRISIL Short Duration Debt A-II Index	6,364	100	2002
SBI Short Term Fund	CRISIL Short Duration Debt A-II Index	13,243	500	2007
Sundaram Short Term Fund	NIFTY Short Duration Debt Index A-II	176	250	2003
Tata Short Term Fund	CRISIL Short Duration Debt A-II Index	2,912	500	2002
TRUSTMF Short Term Fund	CRISIL Short Duration Debt A-II Index	66	1,000	2021
Union Short Term Fund	CRISIL Short Duration Debt A-II Index	111	500	2025
UTI Short Term Fund	CRISIL Short Duration Debt A-II Index	1,770	500	2007

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

1 Jun 2026Dhawal Joshi became a fund manager
26 Feb 2026SEBI renamed its category from Short Duration Fund to Short Term Fund
11 Jun 2025Amit Somani became a fund manager
12 Aug 2002Re-opened for everyday purchases
8 Aug 2002Launched
8 Aug 2002NFO closed
8 Aug 2002NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

Tata Mutual Fund publishes the scheme’s documents on its website:

Scheme information document (SID)
Key information memorandum (KIM)
Monthly factsheet
Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Amit Somani, since 11 Jun 2025 (Fund manager); Dhawal Joshi, since 1 Jun 2026 (Assistant fund manager). Source: Tata Mutual Fund’s disclosures.

What is the minimum SIP?

₹500 a month, as of 28 Oct 2026, from the fund house’s documents.

What is its benchmark?

CRISIL Short Duration Debt A-II Index, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 8 Aug 2002.

How do I invest in it?

Read the SID and KIM on Tata Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On Tata Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

Block	Source	For
Assets	Fund houses’ disclosures, at month-end	30 Sep 2026
Minimums	Fund house documents, as read by Felix	28 Oct 2026
Riskometer	Fund houses’ disclosures, as read by Felix	28 Oct 2026
Asset allocation	The SID, from fund house disclosures	28 Oct 2026
Fund managers	Fund house disclosures	28 Oct 2026

Something wrong or out of date? Report an error

When you are ready, invest with a person.

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission