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Tata Corporate Bond Fund-Regular Plan-IDCW Monthly Reinvestment

Tata · Corporate Bond
Moderate
₹13.00
Current NAV
25 Jun 2026
13.6%
1Y Return
12.6%
3Y CAGR
14.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹22,410 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (2.16%) 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
0.86
Sharpe Ratio
1.36
Beta
0.36
Alpha
1.00
Sortino
Fund Details
Fund House Tata
Category Corporate Bond
AUM ₹22410 Cr
Expense Ratio 2.16%
Min SIP ₹500
Min Lumpsum ₹1000
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