MF
MFGenie.ai
Ultra Short Durationregulargrowth

Tata Ultra Short Term Fund-Regular Plan-Growth

Tata Mutual Fund

₹14.8218

0.01 (+0.06%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.24%
1 Month+0.47%
3 Months+1.32%
6 Months+2.66%
1 Year+6.01%
3 Years (CAGR)+6.57%
5 Years (CAGR)+5.56%
10 Years (CAGR)
Since Inception (Jan 2019)+5.57%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.65%
3 Year SIP+6.41%
5 Year SIP+6.15%
Since Inception (Jan 2019)+5.74%

Fund Details

Fund HouseTata Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
AUM₹3,793 Cr
Expense Ratio1.15%
Min SIP₹150
Min Lumpsum₹5,000
Launch Date23 Jan 2019
AMFI Code146070

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Tata Ultra Short Term Fund-Regular Plan-Growth by Tata Mutual Fund is a Ultra Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Ultra Short Duration category.

About This Fund

Tata Ultra Short Term Fund-Regular Plan-Growth is a Ultra Short Duration mutual fund offered by Tata Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹3,793 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.15%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations