3 Year return

6.4%
Launched on January 2019 (5 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Low to Moderate Risk

Your principal will be at

Moderately Low Risk

Scheme Information

Asset Under Management

₹2733.78 Cr.

Expense Ratio

0.37% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
2

Ratings by other agencies

4
3
0

Tax Implications

Tax on gains as per your income tax bracket

Fund Holdings

Holdings

Tata Mutual Fund Managers

AM

Akhil Mittal

Fund Manager since Mar 2024

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹153,784.55 Cr.
No. of Schemes 174
Setup Date March 1994

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.11%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.11%
6.7%

About Tata Ultra Short Term Fund Direct Plan Growth

Tata Ultra Short Term Fund, managed by Tata Mutual Fund, falls within the ultra short duration funds category, aiming to provide stability and reasonable returns. This direct plan offers a growth option, allowing your investment to appreciate without dividend payouts. The fund maintains a competitive expense ratio within its category.

Investment Objective of the Scheme

The scheme's primary objective is to offer investors stability and moderate returns through an ultra short-term investment avenue. Tata Ultra Short Term Fund Direct Plan Growth aims to achieve this by investing predominantly in debt instruments with shorter maturities. The fund focuses on generating consistent income and capital appreciation over the short term.

Key Features of The Fund

5-year return 5.9%
Expense Ratio 0.37%
Fund Manager Akhil Mittal
Fund Size ₹2733.78 Cr
Risk Profile Moderately Low

Is This Scheme Right for Me?

If you're seeking stability and low-risk moderate returns over the short term while aiming for capital appreciation through a growth-oriented approach, Tata Ultra Short Term Fund Direct Plan Growth could be suitable. This fund is aligned with individuals looking for a stable investment avenue with potential growth. Consider your financial goals and risk tolerance before considering this fund. Consulting financial experts can provide personalised guidance for well-informed decisions.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Compare Your SIPs Across Various Mutual Funds

Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!

FAQs

What is today's NAV of TATA Ultra Short Term Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Ultra Short Term Fund Oct 01 2024 is 14.0564

What is the AUM of TATA Ultra Short Term Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Ultra Short Term Fund is 2733.78 crore.

What is the expense ratio of TATA Ultra Short Term Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Ultra Short Term Fund is 0.37%

What are the returns of TATA Ultra Short Term Fund since inception?

The TATA Ultra Short Term Fund was launched on Jan 11 2019. The fund has delivered a CAGR of 6.16 since inception.

What is the minimum SIP amount to invest in TATA Ultra Short Term Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Ultra Short Term Fund is 500.

How do I invest in TATA Ultra Short Term Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Ultra Short Term Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Ultra Short Term Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Ultra Short Term Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.