Tata Ultra Short to Short Term Fund - Direct - Growth

Income/Debt Oriented Schemes by Tata Asset Management Private Limited

3Y Returns (CAGR)
7.14%
Expense Ratio
0.27%

as of 01/08/2026

AUM
₹2,144.74 Cr

Qtr End: Jun 26

NAV
₹4,377.57

as of 16/10/2026

Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
Period
Returns
CAGR
Volatility
3M1.35%5.52%0.48%
6M3.04%6.18%0.66%
1Y6.01%6.01%0.59%
3Y23.00%7.14%0.48%
5Y36.80%6.47%0.47%
Scheme Details
Launch Date
01/01/2013
Fund Age
13.8 years
Minimum Investment
₹10,000
Fund House
Tata Mutual Fund
Category
Income/Debt Oriented Schemes
Sub-category
Ultra Short to Short Term Fund (Income/Debt Oriented Schemes)

Frequently Asked Questions