Tata Ultra Short Term Fund (Regular)
Tata Mutual Fund · benchmark: the median Ultra Short Term fund · 7.8 years old · AMFI code 146070
Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
B (middle of the peer group), score 48.5 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 3.0% | 3.0% | +0.1% | 12 / 25 |
| 1 year | 6.0% | 5.8% | +0.2% | 12 / 25 |
| 3 years (a year) | 6.6% | 6.6% | -0.0% | 14 / 23 |
| 5 years (a year) | 6.0% | 6.0% | -0.1% | 14 / 22 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Tata Ultra Short Term Fund (Regular plan)?
₹15.33 on 6 Nov 2026 (Growth option).
What is the expense ratio of Tata Ultra Short Term Fund (Regular)?
1.11% a year; the Direct plan's is 0.33%.
What return has Tata Ultra Short Term Fund given over 3 years?
6.6% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.6% for the median Ultra Short Term fund.
How is Tata Ultra Short Term Fund rated?
B: 13 of 23 Regular plans in Ultra Short Term, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Tata Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.