- Mutual Funds
- TATA Mutual Fund
- Tata Corporate Bond Segregated Portfolio 1 (Growth)
Tata Corporate Bond Segregated Portfolio 1 (Growth)
₹ 415.8089
NAV (Feb 09)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 415.8089
NAV (Feb 9)
Fund Returns
Last 1Y | 116.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.6% |
6 Month CAGR | 116.5% |
Scheme Information
The investment objective of the scheme is to generate returns over short to medium term by investing predominantly in corporate debt instruments. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn't assure or guarantee any returns.
Expense Ratio | 0 |
Launched (4y ago) | Jun 17, 2019 |
AUM in Crores | 12.131 |
ISIN | INF277K019U1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Corp Bond Composite Index TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Corporate Bond Segregated Portfolio 1 (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
piramal capital & housing finance limited
97.3%cash / net current asset
2.7%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.9% | 12.3% | ||
22.7% | 17.2% | ||
19.7% | 16.3% | ||
34.7% | 15% | ||
22.6% | 17.2% |
Tata Corporate Bond Segregated Portfolio 1 (G) Review
Tata Corporate Bond Segregated Portfolio 1 (G) is a Corporate Bond Debt fund and has delivered an annualised return of 22.6% over a period of 4 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Amit Somani.
Nav of Tata Corporate Bond Segregated Portfolio 1 (G) as of 2/9/2022 is ₹415.81 with the total AUM as of 12/7/2023 is ₹12.131. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Corporate Bond Segregated Portfolio 1 (G) was launched on Jun 17, 2019. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Tata Corporate Bond Segregated Portfolio 1 (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Corporate Bond Segregated Portfolio 1 (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Corp Bond Composite Index TR INR.
Tata Corporate Bond Segregated Portfolio 1 (G) is rated as a 0 fund in Debt and delivered 116.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Corporate Bond Segregated Portfolio 1 (G).
Frequently Asked Questions
What is Tata Corporate Bond Segregated Portfolio 1 (G)?
How to invest in Tata Corporate Bond Segregated Portfolio 1 (G)?
You can invest in Tata Corporate Bond Segregated Portfolio 1 (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Corporate Bond Segregated Portfolio 1 (G)?
The minimum sip amount for Tata Corporate Bond Segregated Portfolio 1 (G) is ₹0. You can invest in multiples of ₹5000.
Is Tata Corporate Bond Segregated Portfolio 1 (G) good to invest in?
As per Scripbox experts, Tata Corporate Bond Segregated Portfolio 1 (G) is a Not Reviewed Yet fund. You can investTata Corporate Bond Segregated Portfolio 1 (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Corporate Bond Segregated Portfolio 1 (G)?
The expense ratio of the Tata Corporate Bond Segregated Portfolio 1 (G) is % for regular plan.