Axis Ultra Short Term Fund vs Tata Ultra Short Term Fund
Axis Ultra Short Term Fund (Direct) and Tata Ultra Short Term Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Ultra Short Duration Fund schemes — see the best ultra short duration mutual funds for the full ranking.
Head to head
NAVs as of 09 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 23 Jan 2019 – 09 Oct 2026, limited by Tata Ultra Short Term Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Axis Ultra Short Term Fund | Tata Ultra Short Term Fund |
|---|---|---|
| 23 Jan 2019 | ₹100.00 | ₹100.00 |
| 15 Sep 2019 | ₹105.65 | ₹105.20 |
| 06 May 2020 | ₹110.20 | ₹109.59 |
| 27 Dec 2020 | ₹114.54 | ₹113.23 |
| 19 Aug 2021 | ₹117.73 | ₹116.13 |
| 10 Apr 2022 | ₹120.74 | ₹119.08 |
| 01 Dec 2022 | ₹124.66 | ₹122.87 |
| 24 Jul 2023 | ₹130.76 | ₹128.75 |
| 14 Mar 2024 | ₹136.89 | ₹134.81 |
| 04 Nov 2024 | ₹143.80 | ₹141.52 |
| 27 Jun 2025 | ₹151.27 | ₹148.91 |
| 16 Feb 2026 | ₹157.44 | ₹154.97 |
| 09 Oct 2026 | ₹164.56 | ₹162.35 |
| Metric | Axis · Direct NAV ₹17.00 Low risk ★★★☆☆ | Tata · Direct NAV ₹16.24 Low risk ★★★☆☆ | Category median Ultra Short Duration Fund · 27 funds |
|---|---|---|---|
| +6.77% | +7.01%Best in row | +6.55% | |
| +7.45% | +7.52% | +7.25% | |
| +6.78% | +6.49% | +6.64% | |
| +7.27% | +7.33% | — | |
| +6.34%Best in row | +6.18% | +6.76% | |
| +6.33%Best in row | +6.18% | +6.34% | |
| Risk | |||
| 0.38% | 0.37% | 0.38% | |
| -0.81% | -0.71% | -0.89% | |
| 0.36% | 0.33%Best in row | 0.31% | |
| — | ₹6,339Cr | ₹2,015Cr | |
| ₹100 | ₹500 | — | |
| ₹100 | ₹5.00K | — | |
| Sachin Jain · 6.1y | Amit Somani | — | |
| 12 Sep 2018 | 23 Jan 2019 | — | |
| 1.3% | 3.3% | — | |
15 rows carry the same value for every fund — show
- 5Y return (CAGR)
- +6.82%
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Sharpe
- —
- Sortino
- —
- Benchmark
- —
- Alpha
- —
- Beta
- —
- Upside capture
- —
- Downside capture
- —
- Exit load
- None
- Lock-in
- None
- Portfolio turnover
- —
- Holdings
- —
- Top 10 weight
- —
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Axis Ultra Short Term Fund or Tata Ultra Short Term Fund?
Over the last 3 years, Tata Ultra Short Term Fund returned +7.52% CAGR against Axis Ultra Short Term Fund's +7.45%, computed from AMFI NAV history. Over 5 years: Axis Ultra Short Term Fund +6.82% vs Tata Ultra Short Term Fund +6.82% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Axis Ultra Short Term Fund or Tata Ultra Short Term Fund?
Tata Ultra Short Term Fund has the lower expense ratio: Axis Ultra Short Term Fund charges 0.36% a year against Tata Ultra Short Term Fund's 0.33%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Axis Ultra Short Term Fund or Tata Ultra Short Term Fund?
Axis Ultra Short Term Fund has shown higher volatility (+0.38% annualized vs Tata Ultra Short Term Fund's +0.37%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Axis Ultra Short Term Fund -0.09% vs Tata Ultra Short Term Fund -0.09%.
Are Axis Ultra Short Term Fund and Tata Ultra Short Term Fund in the same category?
Yes — both are Ultra Short Duration Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.