Tata Corporate Bond Fund-Regular Plan-IDCW Periodic Reinvestment

Tata Corporate Bond Fund-Regular Plan-IDCW Periodic Reinvestment is a fund scheme from Tata mutual fund. It falls under a Corporate Bond category. After being launched on 2021-12-01. Tata Corporate Bond Fund-Regular Plan-IDCW Periodic Reinvestment has achieved Rs 2771.11 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 0.86%.

• Investing Strategy:

  The investment objective of the scheme is to generate returns over short to medium term by investing predominantly in corporate debt instruments.

• Performance:

  Tata Corporate Bond Fund-Regular Plan-IDCW Periodic Reinvestment trailing returns over different times are 9.46% (1 year), 7.39% (3 year), 0% (5 year). The average annual return of this fund stands at 9.46%

• Fund Manager & Portfolio Allocation:

  Abhishek Sonthalia are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as , Sectors. First five holdings of this fund are 6.79% Govt Stock 2034, 7.34% Govt Stock 2064, Rec Limited, National Housing Bank, National Bank For Agriculture And Rural Development, C) Repo, SBIMF AIF - CAT I (CDMDF)27/10/2038, Net Current Liabilities Companies.