Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.05%
1 Month-0.54%
3 Months+0.22%
6 Months+1.50%
1 Year+4.83%
3 Years (CAGR)+6.87%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Dec 2021)+5.72%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+3.30%
3 Year SIP+6.22%
5 Year SIP—
Since Inception (Dec 2021)+6.30%
Fund Details
Fund HouseTata Mutual Fund
CategoryCorporate Bond
Plan Typeregular
Optiongrowth
AUM₹4,021 Cr
Expense Ratio0.86%
Min SIP₹150
Min Lumpsum₹5,000
Launch Date07 Dec 2021
AMFI Code149351
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata Corporate Bond Fund-Regular Plan-Growth by Tata Mutual Fund is a Corporate Bond fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Corporate Bond category.
About This Fund
Tata Corporate Bond Fund-Regular Plan-Growth is a Corporate Bond mutual fund offered by Tata Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹4,021 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.86%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations