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Tata Ultra Short Term Fund Direct Growth
4Direct
Growth
3 yr CAGR
+6.1%
4Direct
Growth
3 yr CAGR
+6.1%
Fund overview
Net Asset Value
₹14.7236
AUM (Fund size)
5,208.82 Crore
Lock-in period
No Lock-in
Exit Load
0% in 0 days
Expense ratio
0.3%
Risk
Low to Moderate
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.02 Lakhs ₹
Min investment of ₹500 required
Top holdings
| Holdings | Weightage |
|---|---|
| C) Repo | 8.01% |
| 91 Days Tbill Red 12-06-2025 | 5.03% |
| National Bank For Agriculture And Rural Development | 4.99% |
| HDFC Bank Limited | 4.44% |
| Power Finance Corporation Limited | 3.75% |
| Small Industries Development Bank Of India | 3.56% |
| Power Finance Corporation Limited | 3.05% |
| Axis Bank Limited | 2.97% |
| Axis Bank Limited | 2.89% |
| 182 DTB 24042025 | 2.64% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 551.51 | 7.26% | Moderate Risk | |
| 4390.31 | 7.41% | Moderate Risk | |
| 15.45 | 7.28% | Moderate Risk | |
| 29.60 | 7.25% | Moderate Risk | |
| 4496.52 | 7.12% | Moderate Risk | |
| 44.41 | 7.09% | Low to Moderate Risk | |
| 6013.56 | 6.99% | Low to Moderate Risk | |
| 3996.13 | 6.78% | Low to Moderate Risk | |
| 3268.88 | 5.11% | Moderate Risk | |
| 17.25 | 6.11% | Low to Moderate Risk |
About Tata Asset Management Limited
Tata Mutual Fund is a part of the prestigious Tata Group of companies. The fund house was established in 1994 with their business model based on trust, service and performance. The company, with its investment products, intends to make the lives of investors better. You will find mutual fund plans to achieve various financial goals.
Managers | Akhil Mittal, Abhishek Sonthalia |
Custodians | Standard Chartered Bank |
Address | Tata Asset Management Private Limited Mafatlal Centre, 9th Floor, |
Fax Nos. | +91 22 2261 3782 |
Telephone Nos. | +91 22 6657 8282 |
Homepage | www.tatamutualfund.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.02 Lakhs ₹
Min investment of ₹500 required
Why Invest with ClearTax
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3 easy steps to complete your investment
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Frequently Asked Questions
What are debt-funds?
Debt funds is an investment vehicle that mainly invest in fixed income securities like corporate bonds, treasury bills, government securities and other money market instruments.
Who should invest in a debt fund?
Debt funds are ideal for investors who want regular income, but are risk-averse. Debt funds are less volatile and, hence, are less risky than equity funds.
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment.You can get your money out of liquid funds any time without any penalty or cost.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
