All comparisons
Head-to-head
Navi Ultra Short Term Fund - Direct Plan-Growth OptionvsTata Ultra Short Term Fund - Direct Plan - Growth Option
Side-by-side comparison of Navi Ultra Short Term Fund - Direct Plan-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
Navi Ultra Short Term Fund - Direct Plan-Growth Option
3Y ago₹1.12 L
5Y ago₹1.29 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 | Navi Ultra Short Term Fund - Di… | Tata Ultra Short Term Fund - Di… |
|---|---|---|
| Fund house | Navi Mutual Fund | Tata Mutual Fund |
| Category | Debt Scheme - Ultra Short Duration Fund | Debt Scheme - Ultra Short Duration Fund |
| Latest NAV | ₹2,401.2479 | ₹16.1489 |
| Assets managed (AUM) | — | — |
| 1Y return | 3.00% | 7.09% |
| 3Y CAGR | 3.98% | 7.55% |
| 5Y CAGR | 5.29% | 6.76% |
| Since inception CAGR | 73.37% | 6.49% |
| Bumpiness · 3Y (annualised σ) | 0.66 | 0.37 |
| Worst drop ever | -0.74% | -0.71% |
| Sharpe · 3Y (rf=6%) | -2.94 | 4.27 |
Explore each fund individually
Navi Ultra Short Term Fund - Direct Plan-Growth Option →Tata Ultra Short Term Fund - Direct Plan - Growth Option →
Want to compare more than two? Add up to 3 more funds on the full compare page.