Tata Corporate Bond Fund vs UTI Corporate Bond Fund compare

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tortoise-icon Tata Corporate Bond Fund-Regular Plan-Growth

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tortoise-icon UTI Corporate Bond Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Corporate Bond Fund-Regular Plan-Growth UTI Corporate Bond Fund - Regular Plan - Growth Option
Fund Tata Corporate Bond Fund-Regular Plan-Growth UTI Corporate Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1340 Cr ₹3722 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 29 Nov 2021 05 Aug 2018
Category Corporate Bond Corporate Bond
Fund Type Open Ended Open Ended
Benchmark CRISIL Corporate Bond Fund CRISIL Corporate Bond Fund BII Index
Turn Over 106% 24.24%
Expense Ratio 0.86 0.58
Manager Abhishek Sonthalia Anurag Mittal
ISIN Code INF277KA1299 INF789F1A447
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Corporate Bond Fund-Regular Plan-Growth UTI Corporate Bond Fund - Regular Plan - Growth Option
1 Month 0.8% 0.79%
6 Month 4.12% 3.89%
1 Year 7.76% 7.6%
3 Year - 5.49%
5 Year - 6.63%

SIP Return Analysis

Scheme Name Tata Corporate Bond Fund-Regular Plan-Growth UTI Corporate Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.39% 3.29%
3 Year 8.34% 9.32%
5 Year 8.34% 15.6%

Rolling Lumpsum Returns

Scheme Name Tata Corporate Bond Fund-Regular Plan-Growth UTI Corporate Bond Fund - Regular Plan - Growth Option
1 Year 5.01% 5.65%
3 Year 8.77% 12.64%
5 Year 8.77% 16.03%

Risk Management

Scheme Name Tata Corporate Bond Fund-Regular Plan-Growth UTI Corporate Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.73% 1.08%
Sharp - -0.21%
Beta - 0.52%
Alpha - -0.2%

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Fund Managers

Scheme Name Tata Corporate Bond Fund-Regular Plan-Growth UTI Corporate Bond Fund - Regular Plan - Growth Option
Name Abhishek Sonthalia Anurag Mittal
Total AUM ₹28928 Cr ₹35669 Cr
Fund Manage 4 7
Tata Corporate Bond Fund-Regular Plan-Growth UTI Corporate Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Corporate Bond Fund-Regular Plan-Growth

UTI Corporate Bond Fund - Regular Plan - Growth Option

Others 100 99.98

Sector Allocation

Scheme Name

Tata Corporate Bond Fund-Regular Plan-Growth

UTI Corporate Bond Fund - Regular Plan - Growth Option

Financial 49.5 63.1
Capital Goods 4.79 0.65
Sovereign 11.59 21.74
Construction 15.56 3.24
Others 13.65 7.82
Communication 4.21 1.92
Energy 0.7 1.51

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