Home› Funds› Tata Corporate Bond Fund-Regular Plan-Growth

Tata Corporate Bond Fund-Regular Plan-Growth

Tata · Corporate Bond
Moderate
₹13.02
Current NAV
23 Oct 2026
3.2%
1Y Return
6.5%
3Y CAGR
15.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.91).
  • Very large asset base (AUM: ₹11,960 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (2.31%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.91
Sharpe Ratio
1.11
Beta
4.91
Alpha
1.10
Sortino
Fund Details
Fund House Tata
Category Corporate Bond
AUM ₹11960 Cr
Expense Ratio 2.31%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Corporate Bond
NIPPON INDIA CREDIT RISK FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - IDCW Option
Nippon India
₹0.29 340.3%
Nippon India Credit Risk Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan
Nippon India
₹0.53 340.0%
NIPPON INDIA CREDIT RISK FUND - SEGREGATED PORTFOLIO 1 - IDCW Option
Nippon India
₹0.28 340.0%
NIPPON INDIA CREDIT RISK FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - QUARTERLY IDCW Option
Nippon India
₹0.25 340.0%