Tata Ultra Short Term Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 6.64 | 4.9 | 5.09 | N/A |
Average Rolling Returns(%) | 5.17 | 4.47 | N/A | N/A |
The Current NAV of Tata Ultra Short Term Fund - Regular Plan - Growth is ₹13.08.
It is better to invest in a fund with a longer track record as Tata Ultra Short Term Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Ultra Short Term Debt Index returns, as Funds portfolio is significantly different.
Tata Ultra Short Term Fund - Regular Plan - Growth fund’s expense ratio is 1.15%
The process for redemption is
The AUM of Tata Ultra Short Term Fund - Regular Plan - Growth is currently ₹1,978 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Tata Ultra Short Term Fund - Regular Plan - Growth fund are Others, Miscellaneous and accounting for 100% of the total portfolio.
Since this is a Debt - Ultra Short Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Ultra Short Term Fund - Regular Plan - Growth Fund is Debt - Ultra Short Duration Fund.
Akhil Mittal manages the Tata Ultra Short Term Fund - Regular Plan - Growth Fund.
Tata Ultra Short Term Fund - Regular Plan - Growth current PE ratio is and PB ratio is
The asset allocation of Tata Ultra Short Term Fund - Regular Plan - Growth is Stocks : 0%, Debt : 99.99% and Gold : 0.24%
The minimum SIP amount for Tata Ultra Short Term Fund - Regular Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Ultra Short Term Fund - Regular Plan - Growth is Nil