Home / Discover / Fund

Tata Ultra Short Term Fund

Tata Mutual FundShort Term FundActiveAs of 2026-06-30

Compare Analyze fund Research Academy

Holdings

47

Concentrated

Top 10 weight

48%

Concentration

Strategy

Active

Portfolio style

Equity

53%

Asset allocation

Portfolio

7Sectors2Large positions28.6%Top: CRISIL-A1+6.5%Cash

Market-cap allocation

Asset allocation

Equity53%

Top holdings

** 07.80 % NABARD - 15/03/2027EQUITY10.3%

F) REPOCASH6.5%

** - BANK OF BARODA - CD - 05/11/2026EQUITY4.6%

** - KARUR VYSYA BANK LTD - CD - 23/11/2026EQUITY4.6%

** - YES BANK LTD - CD - 05/03/2027EQUITY4.0%

** - UJJIVAN SMALL FINANCE BANK LTD - CD - 18/03/2027 # $$EQUITY4.0%

** - SMALL INDUST DEVLOP BANK OF INDIA - CD - 06/11/2026DEBT3.7%

** - INDIAN BANK - CD - 04/12/2026EQUITY3.7%

** - EQUITAS SMALL FINANCE BANK LTD - CD - 11/03/2027 #EQUITY3.6%

** - AU SMALL FINANCE BANK - CD - 06/11/2026EQUITY3.2%

Sign in for free to unlock all 47 holdings →

Portfolio insights

Portfolio read

53% equity.
Large-cap exposure is 0%.
Largest equity sector is CRISIL-A1+ at 28.6%.

Watchpoints

Sector concentration is elevated: CRISIL-A1+ represents 29%.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Short Term Fund.

Explore comparable funds →

Sector exposure

Showing top sectors from the current portfolio.

CRISIL-A1+28.6%

CRISIL-AAA10.3%

IND-A1+6.9%

CRISIL-AA-2.8%

CRISIL-AA+1.6%

Sign in for free to unlock all 7 sectors →