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

Tata Corporate Bond Fund-Regular Plan-Growth

Tata · Corporate Bond
Moderate
₹13.00
Current NAV
25 Jun 2026
25.1%
1Y Return
13.1%
3Y CAGR
15.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • 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.
Cons / Risks
  • Higher expense ratio (2.31%) which can affect compounding over long horizons.
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
HDFC Corporate Bond Fund - IDCW Option
HDFC
₹20.72 31.9%
DSP Credit Risk Fund - Direct Plan - IDCW
DSP
₹12.60 31.9%
DSP Credit Risk Fund - Regular Plan - IDCW - Quarterly
DSP
₹12.22 31.9%
DSP Corporate Bond Fund - Direct - IDCW - Quarterly
DSP
₹11.55 31.8%