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

Tata · Ultra Short Duration
Low
₹10.39
Current NAV
25 Jun 2026
26.3%
1Y Return
13.3%
3Y CAGR
16.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹11,480 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.03%) which can affect compounding over long horizons.
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
0.93
Sharpe Ratio
0.83
Beta
1.43
Alpha
1.14
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Fund Details
Fund House Tata
Category Ultra Short Duration
AUM ₹11480 Cr
Expense Ratio 2.03%
Min SIP ₹500
Min Lumpsum ₹1000
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