Tata Corporate Bond Segregated Portfolio 1 Fund Direct Growth

Tata Corporate Bond Segregated Portfolio 1 Fund Direct Growth is a debt fund. This fund was started on 17 June, 2019. The fund is managed by Amit Somani. This fund is suitable to keep your money safe.

1. Tata Corporate Bond Segregated Portfolio 1 Fund Direct Growth has ₹12 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.
   

Tata Corporate Bond Segregated Portfolio 1 Fund Direct Growth has given a CAGR return of 22.63% since inception. Over the last 1 year the fund has given a CAGR return of 116.54%.

Tata Corporate Bond Segregated Portfolio 1 Fund Direct Growth has allocated its funds majorly in Corporate, Cash Equivalent. Its top holdings are Piramal Capital & Housing Finance Limited

As it is a other bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

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.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Tata Corporate Bond Segregated Portfolio 1 Fund Direct Growth has no lock in period.