Tata Ultra Short Term Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Tata Ultra Short Term Growth Direct Plan

NAV
₹14.8959
+0.02%
(27 Jun)
AUM
4,353 Cr
TER
0.28%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.3%
+8.2%
+8.1%
+8.1%
+8.1%
3Y
+7.6%
+7.7%
+7.5%
+7.5%
+7.5%
5Y
+6.3%
+7.3%
+6.3%
+6.5%
+6.1%
ALL
+7.8%
+7.3%
+6.8%
+8.1%
+6.4%
VOL
0.7%
1.6%
0.4%
1.8%
0.5%
TER
0.3%
0.4%
0.4%
0.4%
0.3%
AUM
₹19,073 Cr
₹8,578 Cr
₹6,508 Cr
₹16,269 Cr
₹4,353 Cr
INFO
11.77
4.52
16.52
4.44
13.27
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata UST (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
7.9%
91 Days Tbill Red 12-06-2025
5.3%
HDFC Bank Limited
4.7%
Punjab National Bank
4.1%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
3.9%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
3.7%
182 Days Tbill
3.1%
Axis Bank Limited
3.1%
Axis Bank Limited
3.1%
Gic Housing Finance Limited - NCD & Bonds - NCD & Bonds
2.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the Scheme is to generate returns through investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 months - 6 months. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager(s)
Akhil Mittal
Abhishek Sonthalia

FAQs