Tata Corporate Bond Fund-Regular Plan-IDCW Periodic Reinvestment

Tata Corporate Bond Fund-Regular Plan-IDCW Periodic Reinvestment is a scheme launched by Tata Mutual Fund on December 01, 2021, and falls under the Corporate Bond fund category. It currently manages an AUM of Rs 3,985.9 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.86% for managing the portfolio.

• 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 7.53% (1 year), 7.4% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.49%.