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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.25 | 7.15 | 4.92 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.43 | 7.38 | 6.63 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Corporate Bond Index |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
TRUSTMF Corporate Bond Fund(M-IDCW) | 6.21% | — | 6.50% |
HDFC Corp Bond Fund(Q-IDCW Reinv) | 1.61% | -0.15% | 0.21% |
ICICI Pru Corp Bond Fund(Q-IDCW Payout) | 1.33% | 0.88% | 3.57% |
Aditya Birla SL Corp Bond Fund(M-IDCW Reinv) | 2.16% | 0.59% | 0.72% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
13.58 %
Holdings
10.89 %
Holdings
9.37 %
Jalpan Shah
AUM: ₹985.02 Cr.
|
Exp: 10yrs
Neeraj Jain
AUM: ₹985.02 Cr.
|
Exp: 7yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%