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TATA Ultra Short Term Fund-Regular Plan - Weekly Payout of Income Distribution cum capital withdrawal option

Tata · Ultra Short Duration
Low
₹10.39
Current NAV
25 Jun 2026
15.9%
1Y Return
10.9%
3Y CAGR
16.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.19).
  • Very large asset base (AUM: ₹16,740 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.69
Sharpe Ratio
0.59
Beta
3.19
Alpha
0.89
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Fund Details
Fund House Tata
Category Ultra Short Duration
AUM ₹16740 Cr
Expense Ratio 1.79%
Min SIP ₹500
Min Lumpsum ₹1000
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