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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: 1,74,624 Cr

Best performing Corporate Bond Mutual Funds

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Corp Bond Fund9,051.120.315.08%7.45%6.73%
Axis Corp Bond Fund7,768.140.305.34%7.59%6.73%
Franklin India Corporate Bond Fund-A1,379.000.216.04%7.96%6.73%
ICICI Pru Corp Bond Fund30,201.700.325.55%7.32%6.71%
Kotak Corporate Bond Fund15,095.140.314.95%7.30%6.42%
Aditya Birla SL Corp Bond Fund22,635.930.284.57%6.97%6.30%
UTI Corporate Bond Fund4,718.360.275.06%7.21%6.29%
SBI Corp Bond Fund22,152.850.314.88%7.18%6.26%
PGIM India Corp Bond Fund85.640.314.73%7.10%6.25%
Baroda BNP Paribas Corp Bond Fund274.770.185.82%7.68%6.24%

Overview of Corporate Bond Mutual Funds

  • AUM
    ₹ 9,051.12 Cr.
  • Base Exp. Ratio
    0.31%
  • 5Y CAGR
    6.73%
Performance
The fund's annualised performance has been 7.82% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.35% vs its category average of 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 74.91% along with the largest allocation towards Consumer Finance at 19.2%.
  • AUM
    ₹ 7,768.14 Cr.
  • Base Exp. Ratio
    0.3%
  • 5Y CAGR
    6.73%
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 1.32% vs its category average of 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 67.87% along with the largest allocation towards Public Banks at 23.47%.
  • AUM
    ₹ 1,379.00 Cr.
  • Base Exp. Ratio
    0.21%
  • 5Y CAGR
    6.73%
Performance
The fund's annualised performance has been 8.29% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1% vs its category average of 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 79.3% along with the largest allocation towards Public Banks at 19.61%.
  • AUM
    ₹ 30,201.70 Cr.
  • Base Exp. Ratio
    0.32%
  • 5Y CAGR
    6.71%
Performance
The fund's annualised performance has been 8.03% 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 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 64.25% along with the largest allocation towards Public Banks at 19.62%.
  • AUM
    ₹ 15,095.14 Cr.
  • Base Exp. Ratio
    0.31%
  • 5Y CAGR
    6.42%
Performance
The fund's annualised performance has been 7.83% 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 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 77% along with the largest allocation towards Public Banks at 25.52%.
  • AUM
    ₹ 22,635.93 Cr.
  • Base Exp. Ratio
    0.28%
  • 5Y CAGR
    6.3%
Performance
The fund's annualised performance has been 7.94% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.8% vs its category average of 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 65.69% along with the largest allocation towards G-Sec at 24.56%.
  • AUM
    ₹ 4,718.36 Cr.
  • Base Exp. Ratio
    0.27%
  • 5Y CAGR
    6.29%
Performance
The fund's annualised performance has been 7.4% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.29% vs its category average of 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 70.67% along with the largest allocation towards Public Banks at 25.98%.
  • AUM
    ₹ 22,152.85 Cr.
  • Base Exp. Ratio
    0.31%
  • 5Y CAGR
    6.26%
Performance
The fund's annualised performance has been 7.19% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.28% vs its category average of 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 63.47% along with the largest allocation towards Others at 16.98%.
  • AUM
    ₹ 85.64 Cr.
  • Base Exp. Ratio
    0.31%
  • 5Y CAGR
    6.25%
Performance
The fund's annualised performance has been 7.41% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.43% vs its category average of 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 72.96% along with the largest allocation towards Consumer Finance at 20.73%.
  • AUM
    ₹ 274.77 Cr.
  • Base Exp. Ratio
    0.18%
  • 5Y CAGR
    6.24%
Performance
The fund's annualised performance has been 6.98% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.28% vs its category average of 1.3%.
Composition
Corporate Debt makes up for the majority of the fund at 75.62% along with the largest allocation towards Investment Banking & Brokerage at 24.45%.
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.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.