Tata Ultra Short to Short Term Fund - Periodic Dividend does not yet have a 5-year performance history.
The average return for Low Duration funds is 34.43% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.38% | 4.01% |
| 2 Year Return | 22.46% | 9.87% |
| 3 Year Return | 32.77% | 17.11% |
| 4 Year Return | 40.58% | 25.13% |
| 5 Year Return | 49.90% | 34.43% |
| 6 Year Return | 66.22% | 44.19% |
| 7 Year Return | 87.47% | 55.54% |
| Expense Ratio | 0.50% | - |
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 0
Risk: Low Risk
Tata Ultra Short to Short Term Fund - Periodic Dividend is managed by TATA and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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