TATA Ultra Short Term Fund

Ultra Short DurationDebt Rank 2 of 26

NAV · Direct-Growth

₹16.21+0.01+0.05%

As of 1 Oct 2026 · AMFI

NAV growth+7.0%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 7 of 7 years

Beats its Ultra Short Duration category on 1Y, 3Y & 5Y.

1Y return

+6.9%

+0.4 vs cat

3Y CAGR

+7.5%

+0.3 vs cat

5Y CAGR

+6.8%

+0.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.5%

3Y std dev

Go deeper on TATA Ultra Short Term Fund

Two data-only views, computed from this fund's real NAV history — no projections.

TATA Ultra Short Term Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.TATA Ultra Short Term Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

TATA Ultra Short Term Fund is a Ultra Short Duration scheme from Tata. Long-run track record: about 6.8% CAGR over 5 years. Suitable for parking money for under 6 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K011T0

NAV (Direct-Growth)

₹16.2127

Last 1Y

+7.00%

Oct 25Min ₹15.15 · Max ₹16.21 · 243 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.15%	+0.14%	5/ 28
1M	+0.40%	+0.37%	4/ 28
3M	+1.60%	+1.50%	1/ 27
6M	+3.74%	+3.50%	1/ 27
YTD	+5.36%	+4.98%	1/ 27
1Y	+6.94%	+6.49%	1/ 27
2Y	+7.36%	+7.00%	2/ 27
3Y	+7.48%	+7.18%	2/ 26
5Y	+6.79%	+6.54%	3/ 25
7Y	+6.31%	+6.22%	6/ 19

Available plans & options

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