{"id":252651,"date":"2026-09-17T12:50:21","date_gmt":"2026-09-17T07:20:21","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T12:50:21","modified_gmt":"2026-09-17T07:20:21","slug":"tata-corp-bond-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/","title":{"rendered":"Tata Corp Bond Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/tata-corp-bond-fund-g-direct-plan\">Tata Corp Bond Fund Direct Growth Plan<\/a> has a NAV of \u20b913.4341 as of 16 Sep 2026 and a scheme AUM of \u20b92,805 Cr. Its 1-year, 3-year and 5-year returns are 5.18%, 7.24% and Data not available, respectively, and the scheme sits in the Medium Risk bucket. Our view is that it suits investors who want a debt fund with steady, credit-led participation rather than a very short-duration parking option.<\/p>\n<p>The fund has stayed positive over 1Y and 3Y, while its benchmark comparison has been weaker over the same horizons. The portfolio mix leans toward corporate debt and sovereign paper, so the return pattern may appeal more to investors who can accept some fluctuation in exchange for income-oriented debt exposure.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Tata_Corp_Bond\" title=\"Should you BUY or HOLD Tata Corp Bond?\">Should you BUY or HOLD Tata Corp Bond?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Tata_Corp_Bond_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Tata Corp Bond Fund Direct Growth Plan?\">What is the current NAV of Tata Corp Bond Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#How_has_the_fund_done_compared_with_its_benchmark\" title=\"How has the fund done compared with its benchmark?\">How has the fund done compared with its benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds_on_return_data\" title=\"How does it compare with peer funds on return data?\">How does it compare with peer funds on return data?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Is_there_a_minimum_SIP_for_this_fund\" title=\"Is there a minimum SIP for this fund?\">Is there a minimum SIP for this fund?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/tata-corp-bond-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b913.4341 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b92,805 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.31%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Dec 2021<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>Medium Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Debt<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Puja Kasat, Amit Somani<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Puja Kasat and Amit Somani.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-0.14%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.13%<\/td>\n<td>-3.60%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>5.18%<\/td>\n<td>-7.76%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>7.24%<\/td>\n<td>5.74%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent performance has been mixed but constructive. The fund was marginally negative over 1 month, but it recovered over 3 months and remained positive over 1 year. That pattern suggests the NAV has not moved in a straight line, yet the shorter-term picture is noticeably steadier than the benchmark\u2019s recent weakness.<\/p>\n<p>Over 1 year, the fund held a positive return while the benchmark was negative, which points to a better short-run outcome for unitholders. Over 3 years, the fund still stayed ahead on the available figures, but the margin was narrower, so the edge is less pronounced than the 1-year gap.<\/p>\n<p>The longer-horizon series points to a fund that has compounded, but with uneven stretches along the way. We read that as a debt strategy that can deliver moderate growth, yet not with the low-volatility profile of a pure liquid or ultra-short mandate. For investors, the key question is whether the income-style return path justifies accepting periods of flatter or softer performance.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Tata_Corp_Bond\"><\/span>Should you BUY or HOLD Tata Corp Bond?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Tata Corp Bond? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-corp-bond-fund-g-direct-plan\">Tata Corp Bond Fund Direct Growth Plan<\/a><\/td>\n<td>5.18%<\/td>\n<td>7.24%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/franklin-india-corporate-bond-fund-a-g-direct-plan\">Franklin India Corporate Bond Fund-A Direct Growth Plan<\/a><\/td>\n<td>6.26%<\/td>\n<td>8.03%<\/td>\n<td>6.73%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/dsp-corp-bond-fund-g-direct-plan\">DSP Corp Bond Fund Direct Growth Plan<\/a><\/td>\n<td>6.14%<\/td>\n<td>7.37%<\/td>\n<td>6.03%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/baroda-bnp-paribas-corp-bond-fund-g-direct-plan\">Baroda BNP Paribas Corp Bond Fund Direct Growth Plan<\/a><\/td>\n<td>6.05%<\/td>\n<td>7.74%<\/td>\n<td>6.23%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-corp-bond-fund-g-direct-plan\">ICICI Pru Corp Bond Fund Direct Growth Plan<\/a><\/td>\n<td>5.85%<\/td>\n<td>7.38%<\/td>\n<td>6.73%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bandhan-corp-bond-fund-g-direct-plan\">Bandhan Corp Bond Fund Direct Growth Plan<\/a><\/td>\n<td>5.82%<\/td>\n<td>7.29%<\/td>\n<td>6.08%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The current fund trails the strongest 1-year peer figure in this set, and it also sits below the available peer returns over 3 years. That gap matters because the fund\u2019s own 1-year result is positive, but several peers have produced a slightly stronger run across the same period. On the longer end, the same pattern persists: available peer 3-year returns are a little firmer, while 5-year figures are shown for peers but not for this fund. So the short-term and medium-term peer picture both lean in the same direction, with the fund looking a touch softer than the better-performing peers on displayed return data.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>** 06.47 % Indian Railways Finance Corporation Ltd &#8211; 30\/05\/2028<\/td>\n<td>Corporate Debt<\/td>\n<td>5.61%<\/td>\n<\/tr>\n<tr>\n<td>** 07.38 % REC Ltd &#8211; 28\/02\/2029<\/td>\n<td>Corporate Debt<\/td>\n<td>5.32%<\/td>\n<\/tr>\n<tr>\n<td>SGS Maharashtra 7.55% (22\/04\/2034)<\/td>\n<td>Government Securities<\/td>\n<td>3.58%<\/td>\n<\/tr>\n<tr>\n<td>** 07.45 % Power Finance Corporation &#8211; 15\/07\/2028<\/td>\n<td>Corporate Debt<\/td>\n<td>3.56%<\/td>\n<\/tr>\n<tr>\n<td>** 06.74 % Small Indust Devlop Bank of India &#8211; 10\/01\/2029<\/td>\n<td>Corporate Debt<\/td>\n<td>3.49%<\/td>\n<\/tr>\n<tr>\n<td>** 07.58 % Siddhivinayak Securitisation Trust &#8211; 27\/09\/2030 ^^<\/td>\n<td>PTC &amp; Securitized Debt<\/td>\n<td>3.48%<\/td>\n<\/tr>\n<tr>\n<td>** 06.59 % Power Finance Corporation &#8211; 15\/10\/2030<\/td>\n<td>Corporate Debt<\/td>\n<td>3.43%<\/td>\n<\/tr>\n<tr>\n<td>GOI &#8211; 6.90% (15\/04\/2065) $$<\/td>\n<td>Government Securities<\/td>\n<td>3.24%<\/td>\n<\/tr>\n<tr>\n<td>Cash \/ Net Current Asset<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>2.92%<\/td>\n<\/tr>\n<tr>\n<td>** 07.83 % Small Indust Devlop Bank of India &#8211; 24\/11\/2028<\/td>\n<td>Corporate Debt<\/td>\n<td>2.68%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 37.31% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/tata-corp-bond-fund-g-direct-plan\">Tata Corp Bond Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding is 5.61%, which is a meaningful but not dominating position. The next few holdings are also in the 3% to 5% range, so the weight drops away gradually rather than sharply from the first line item to the tenth.<\/p>\n<p>That shape suggests the portfolio is spread across a fairly long tail, with 51 disclosed holdings in total. At the same time, the top 10 holdings together make up 37.31%, so the fund is not concentrated in only a handful of positions. In our view, that balance may help limit overdependence on any single issuer, while still leaving a few larger holdings likely to matter more for day-to-day performance.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who can accept Medium Risk and who are comfortable with a debt portfolio that may move around a bit in the short term. The 1-year and 3-year numbers are positive, but the path has not been smooth, so a longer horizon is more appropriate than a very short holding period.<\/p>\n<p>The main trade-off is between return potential and stability. Compared with the benchmark, the fund has held up better on the recent periods we can see, but peer figures suggest there are other similar debt funds with somewhat stronger displayed returns. That makes the fund more suitable for investors who value diversified credit exposure and can live with moderate variability rather than those who want the calmest possible debt outcome.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Tata_Corp_Bond_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Tata Corp Bond Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b913.4341 as of 16 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s returns are 5.18% over 1 year and 7.24% over 3 years. A 5-year figure is not available here.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_done_compared_with_its_benchmark\"><\/span>How has the fund done compared with its benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has been ahead of the benchmark on the 1-year and 3-year figures shown here. The benchmark\u2019s recent returns are negative, while the fund stayed positive over those same periods.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds_on_return_data\"><\/span>How does it compare with peer funds on return data?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its displayed 1-year and 3-year returns are below several of the peer funds listed here. The peer set also shows 5-year figures for those funds, while this fund does not have a usable 5-year return in the same format.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_for_this_fund\"><\/span>Is there a minimum SIP for this fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP is \u20b9500.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Puja Kasat and Amit Somani. There is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Tata Corp Bond Fund Direct Growth Plan shows a steadier recent profile than its benchmark, but its longer-run peer comparison is a little softer on the return figures available here. The risk label is Medium Risk, and the portfolio is built around corporate debt, government securities and securitised exposure rather than a single dominant position. That makes it a fit for investors who want a debt fund with moderate return ambition, some variation in performance, and a willingness to hold beyond the shortest horizons.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 12:49 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Tata Corp Bond Fund Direct Growth Plan\",\"identifier\":\"tata-corp-bond-fund-g-direct-plan\",\"category\":\"Debt\",\"dateCreated\":\"01 Dec 2021\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":13.4341,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"2805 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.31\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":5.18},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":7.24},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Puja Kasat, Amit Somani\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Tata Corp Bond Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b913.4341 as of 16 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 5.18% over 1 year and 7.24% over 3 years. A 5-year figure is not available here.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund done compared with its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has been ahead of the benchmark on the 1-year and 3-year figures shown here. The benchmark\u2019s recent returns are negative, while the fund stayed positive over those same periods.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its displayed 1-year and 3-year returns are below several of the peer funds listed here. The peer set also shows 5-year figures for those funds, while this fund does not have a usable 5-year return in the same format.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP for this fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Puja Kasat and Amit Somani. There is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tata Corp Bond Fund Direct Growth Plan has a NAV of \u20b913.4341 as of 16 Sep 2026, AUM of \u20b92,805 Cr, and 1Y\/3Y returns of 5.18% and 7.24%.<\/p>\n","protected":false},"author":38,"featured_media":252647,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-252651","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["252647"],"rank_math_title":["Tata Corp Bond Fund Direct Growth | NAV &amp; Returns"],"rank_math_description":["Tata Corp Bond Fund Direct Growth Plan review: NAV \u20b913.4341, 1Y return 5.18%, 3Y return 7.24%, Medium Risk, debt fund."],"rank_math_focus_keyword":["Tata Corp Bond Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Tata_Corp_Bond_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/252651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=252651"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/252651\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/252647"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=252651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=252651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=252651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}