Tata Ultra Short Term Fund Direct Growth
Scheme code: INF277K011T0
NAV value:
₹ 15.5794
NAV date: 18 March, 2026
TER: 0.29%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Ultra Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 3.75 | 8.26 | 6.98 | 6.28 | 13.89 |
| 3 year | 4.76 | 7.65 | 5.66 | 5.99 | 6.88 |
| 5 year | 5.87 | 6.41 | 5.98 | 6.05 | 6.53 |
| 7 year | 6.35 | 6.39 | 6.38 | 6.38 | 6.92 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,35,885 - Absolute Returns: ₹35,885 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,39,647 - Absolute Returns: ₹3,39,647 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,46,391 - Absolute Returns: ₹10,46,391 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,77,714 - Absolute Returns: ₹21,77,714 - CAGR: %Drawdown Metrics
Max Drawdown
-0.71 %
Drawdown Duration
0 months
Recovery Time
0 months
Avg Drawdown
-0.00 %
Calmar Ratio by Duration
1
Y
8.819
3
Y
8.4117
5
Y
8.496
7
Y
8.9594