Corporate Bond Mutual Funds

Corporate bond funds invest in bonds that are issued by private sector companies. They have more than 80% allocation in corporate bonds. They are less riskier as they invest in debt instruments.

⏱ Horizon: Medium
🔢 Total funds: 21
💰 Total AUM: 1,84,122 Cr

Best performing Corporate Bond Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Nippon India Corp Bond Fund	8,245.51	0.31	4.34%	7.37%	6.70%
ICICI Pru Corp Bond Fund	32,682.46	0.36	5.06%	7.41%	6.64%
Axis Corp Bond Fund	8,142.09	0.30	4.87%	7.54%	6.61%
Franklin India Corp Debt Fund-A	1,283.40	0.25	5.84%	7.88%	6.61%
Kotak Corporate Bond Fund	16,877.17	0.37	4.42%	7.26%	6.36%
PGIM India Corp Bond Fund	81.37	0.23	4.25%	7.05%	6.25%
Aditya Birla SL Corp Bond Fund	25,104.95	0.28	3.45%	7.04%	6.23%
UTI Corporate Bond Fund	5,542.92	0.32	4.45%	7.17%	6.18%
HDFC Corp Bond Fund	31,610.59	0.36	3.47%	7.00%	6.17%
SBI Corp Bond Fund	21,910.53	0.37	4.23%	7.11%	6.13%

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Overview of Corporate Bond Mutual Funds

Nippon India Corp Bond Fund

AUM
₹ 8,245.51 Cr.
Expense Ratio
0.31%
5Y CAGR
6.7%

Performance

The fund's annualised performance has been 7.84% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.22% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 71.19% along with the largest allocation towards Consumer Finance at 17.71%.

ICICI Pru Corp Bond Fund

AUM
₹ 32,682.46 Cr.
Expense Ratio
0.36%
5Y CAGR
6.64%

Performance

The fund's annualised performance has been 8.05% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.07% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 62.48% along with the largest allocation towards G-Sec at 19.97%.

Axis Corp Bond Fund

AUM
₹ 8,142.09 Cr.
Expense Ratio
0.3%
5Y CAGR
6.61%

Performance

The fund's annualised performance has been 7.45% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.17% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 69.07% along with the largest allocation towards Public Banks at 23.88%.

Franklin India Corp Debt Fund-A

AUM
₹ 1,283.40 Cr.
Expense Ratio
0.25%
5Y CAGR
6.61%

Performance

The fund's annualised performance has been 8.33% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.04% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 80.17% along with the largest allocation towards Consumer Finance at 17.08%.

Kotak Corporate Bond Fund

AUM
₹ 16,877.17 Cr.
Expense Ratio
0.37%
5Y CAGR
6.36%

Performance

The fund's annualised performance has been 7.86% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.2% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 72.12% along with the largest allocation towards Public Banks at 24.65%.

PGIM India Corp Bond Fund

AUM
₹ 81.37 Cr.
Expense Ratio
0.23%
5Y CAGR
6.25%

Performance

The fund's annualised performance has been 7.44% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.34% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 72.81% along with the largest allocation towards Consumer Finance at 21.68%.

Aditya Birla SL Corp Bond Fund

AUM
₹ 25,104.95 Cr.
Expense Ratio
0.28%
5Y CAGR
6.23%

Performance

The fund's annualised performance has been 7.97% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.64% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 72.89% along with the largest allocation towards G-Sec at 22.13%.

UTI Corporate Bond Fund

AUM
₹ 5,542.92 Cr.
Expense Ratio
0.32%
5Y CAGR
6.18%

Performance

The fund's annualised performance has been 7.43% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.15% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 68.96% along with the largest allocation towards Public Banks at 25.51%.

HDFC Corp Bond Fund

AUM
₹ 31,610.59 Cr.
Expense Ratio
0.36%
5Y CAGR
6.17%

Performance

The fund's annualised performance has been 7.88% since inception.

Risk

The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.5% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 72.26% along with the largest allocation towards G-Sec at 20.95%.

SBI Corp Bond Fund

AUM
₹ 21,910.53 Cr.
Expense Ratio
0.37%
5Y CAGR
6.13%

Performance

The fund's annualised performance has been 7.21% since inception.

Risk

The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.19% vs its category average of 1.19%.

Composition

Corporate Debt makes up for the majority of the fund at 68.02% along with the largest allocation towards Investment Banking & Brokerage at 18.33%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

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