Overview (as on 10 May 2021)



1y returns


Fund AUM

₹228 Cr

Expense Ratio


Min Lumpsum


Fund Performance


Asset Allocation

Sector Allocation
Cash Equivalent
Debt Credit Ratings

Key Metrics

Modified Duration 

0.0 yr

Average Maturity 

2.07 yr

Yield to Maturity 



Fund Details

Investment Objectives
To provide reasonable returns and high level of liquidity by investing in debt instruments including bonds, debentures and Government securities; and money market instruments such as treasury bills, commercial papers, certificates of deposit, including repos in permitted securities of different maturities, as permitted by regulation so as to spread the risk across different kinds of issuers in the debt markets. The investment objective is to create a liquid portfolio of good quality debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unitholders.
Scheme Name
Tata Dynamic Bond Fund Direct Plan Payout of Income Distribution cum Capital Withdrawal
Scheme Document
Exit Load
Plan Started
01 January, 2013
Fund Manager
Akhil Mittal
Fund House Details
Fund House
Tata Asset Management Limited
Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Other Related Plans

Peer Funds

Tata Dynamic Bond Fund Direct Plan Payout of In...



INDmoney Analysis


    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Manager

Akhil Mittal
Akhil Mittal


B. Com, MBA (Finance)
Work Experience
"Total experience - 7 years. Details: 1. Fund Manager - Fixed Income with Principal PNB Asset Management Company Private Limited (November 2010 to February 2011) 2. Fund Manager - Fixed Income with Canara Robeco Asset Management Company Limited (September 2008 to February 2011) 3. Senior Manager - Corporate Treasury with Edelweiss Securities Limited (June 2006 to August 2008) 4. Asst. Manager - Corporate Treasury with Rallis India Limited (June 2004 to May 2006)"

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