mutual funds bajaj finserv ultra short to short term fund directgrowth

performance

Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth

Debt: Ultra Short to Short Term - Growth (Open ended)

SEBI Riskometer: Low to ModerateCategory: Debt: Ultra Short to Short TermBenchmark: NIFTY Low Duration Debt Index A-ICheck Portfolio Overlap →

NAV: ₹1,039.69+0.01%

23 Oct 2026

Rolling Returns Analysis

Rolling annualized returns of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns

Trailing Returns

Point-to-point returns of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-10%

-5%

10%

4.6%

-12.7%

YTD

0.1%

-3.6%

1 M

2.9%

2.8%

-5.7%

6 M

5.8%

-11.8%

1 Y

7.2%

6.7%

3 Y

6.5%

5.8%

5 Y

6.2%

11.3%

10 Y

Fund

Debt: Ultra Short to Short Term

NIFTY Low Duration Debt Index A-I

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-	0.14%	2.87%	-	-	-	-	3.97%
Debt: Ultra Short to Short Term	4.62%	0.06%	2.82%	5.75%	7.15%	6.53%	6.22%	-
NIFTY Low Duration Debt Index A-I	-12.67%	-3.58%	-5.71%	-11.76%	6.68%	5.77%	11.33%	-
Rank in category	-	2	11	-	-	-	-	-
Funds in category	26	31	30	26	20	20	19	-

Period Returns

Calendar-year, quarterly and monthly return history of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth?

The 1-year return for Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 3-year returns of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth?

The 3-year CAGR for Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth?

The 5-year CAGR for Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth since inception?

Since its launch on 22 Feb 2026, Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth has delivered a CAGR of 3.97%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth performed vs its category over the long term?

Category rank for Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth?

The Sharpe ratio of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth?

The alpha of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth?

The beta of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth?

Rolling returns for Bajaj Finserv Ultra Short to Short Term Fund Direct-Growth are shown in the Rolling Returns section above.

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Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

0.14%

2.87%

3.97%

Debt: Ultra Short to Short Term

4.62%

0.06%

2.82%

5.75%

7.15%

6.53%

6.22%

NIFTY Low Duration Debt Index A-I

-12.67%

-3.58%

-5.71%

-11.76%

6.68%

5.77%

11.33%

Rank in category

Funds in category