TATA Ultra Short Term Fund

Ultra Short DurationDebt Rank 2 of 26

NAV · Direct-Growth

₹16.08+0.00+0.02%

As of 18 Aug 2026 · AMFI

NAV growth+6.9%

Aug ’25Aug ’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

+6.7%

+0.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.4%

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 6.7% 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)

₹16.0819

Last 1Y

+6.94%

Aug 25Min ₹15.04 · Max ₹16.08 · 242 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	+0.12%	+0.10%	1/ 27
1M	+0.66%	+0.63%	2/ 27
3M	+2.04%	+1.97%	5/ 27
6M	+3.72%	+3.45%	1/ 27
YTD	+4.50%	+4.20%	1/ 27
1Y	+6.94%	+6.54%	1/ 27
2Y	+7.47%	+7.14%	2/ 26
3Y	+7.53%	+7.24%	2/ 26
5Y	+6.72%	+6.52%	4/ 25
7Y	+6.33%	+6.24%	8/ 19

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray