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Tata Corporate Bond Fund-Regular Plan-IDCW Periodic Reinvestment

Tata · Corporate Bond
Moderate
₹13.02
Current NAV
23 Oct 2026
3.2%
1Y Return
6.5%
3Y CAGR
12.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.68
Sharpe Ratio
0.58
Beta
-0.82
Alpha
0.87
Sortino
Fund Details
Fund House Tata
Category Corporate Bond
AUM ₹230 Cr
Expense Ratio 1.78%
Min SIP ₹500
Min Lumpsum ₹1000
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