TickerKhojTata Mutual Fund · Debt · Ultra Short to Short Term · Direct plan
Tata Ultra Short to Short Term Fund - Direct Plan - Growth
₹4,383.135NAV on 2 Nov 2026Expense ratio 0.27%
3 Nov 2025NAV low 4,136.66 · high 4,383.14+6.0%
In plain words
Over 3 years it returned +7.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.2%.
On 3-year return it ranks 12 of 20 funds in Ultra Short to Short Term.
A monthly SIP over 10 years ended ₹27,059 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.2% | +1.9% |
| 3 months | +1.2% | -5.1% |
| 6 months | +3.2% | -3.2% |
| 1 year | +6.0% | -10.2% |
| 3 years (yearly) | +7.2% | +7.4% |
| 5 years (yearly) | +6.5% | +6.5% |
| 10 years (yearly) | +6.2% | +11.3% |
| Since start (yearly) | +7.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,869 | +6.0% |
| 3 years | ₹3,60,000 | ₹3,98,978 | +6.8% |
| 5 years | ₹6,00,000 | ₹7,14,239 | +6.9% |
| 10 years | ₹12,00,000 | ₹16,55,991 | +6.3% |
Other plan of this fund: Tata Ultra Short to Short Term Fund - Regular Plan - Growth