All comparisons
Head-to-head
JM Ultra Short Duration Fund - (Direct) - Growth OptionvsTata Ultra Short Term Fund - Direct Plan - Growth Option
Side-by-side comparison of JM Ultra Short Duration Fund - (Direct) - Growth Option and Tata Ultra Short Term Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debt
JM Ultra Short Duration Fund - (Direct) - Growth Option
3Y ago₹1.15 L
5Y ago₹1.36 L
debt
Tata Ultra Short Term Fund - Direct Plan - Growth Option
3Y ago₹1.24 L
5Y ago₹1.39 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | JM Ultra Short Duration Fund - … | Tata Ultra Short Term Fund - Di… |
|---|---|---|
| Fund house | JM Financial Mutual Fund | Tata Mutual Fund |
| Category | Debt Scheme - Ultra Short Duration Fund | Debt Scheme - Ultra Short Duration Fund |
| Latest NAV | ₹27.5938 | ₹16.1489 |
| Assets managed (AUM) | — | — |
| 1Y return | 5.87% | 7.09% |
| 3Y CAGR | 4.76% | 7.55% |
| 5Y CAGR | 6.27% | 6.76% |
| Since inception CAGR | 7.34% | 6.49% |
| Bumpiness · 3Y (annualised σ) | 4.14 | 0.37 |
| Worst drop ever | -5.50% | -0.71% |
| Sharpe · 3Y (rf=6%) | -0.28 | 4.27 |
Explore each fund individually
JM Ultra Short Duration Fund - (Direct) - Growth Option →Tata Ultra Short Term Fund - Direct Plan - Growth Option →
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