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Tata Dynamic Bond Fund- Direct Plan-Growth Option

Tata · Dynamic Bond
Moderate
₹38.24
Current NAV
23 Sep 2022
5.7%
1Y Return
7.4%
3Y CAGR
6.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.5%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.50).
  • Well-diversified portfolio aligned with the Dynamic Bond mandate.
Cons / Risks
  • 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
1.50
Sharpe Ratio
1.40
Beta
1.80
Sortino
Fund Details
Fund House Tata
Category Dynamic Bond
AUM ₹2550 Cr
Expense Ratio 0.50%
Min SIP ₹500
Min Lumpsum ₹1000
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