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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: 1,82,620 Cr

Best performing Corporate Bond Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Corp Bond Fund9,392.920.374.18%7.39%6.74%
ICICI Pru Corp Bond Fund31,739.500.315.09%7.47%6.71%
Axis Corp Bond Fund8,359.310.374.64%7.64%6.69%
Franklin India Corp Debt Fund-A1,345.970.215.51%7.92%6.65%
Kotak Corporate Bond Fund16,877.170.374.24%7.38%6.45%
Aditya Birla SL Corp Bond Fund24,389.880.283.58%7.15%6.32%
PGIM India Corp Bond Fund85.460.264.01%7.14%6.30%
UTI Corporate Bond Fund5,338.490.324.30%7.25%6.26%
HDFC Corp Bond Fund31,610.590.383.37%7.12%6.23%
SBI Corp Bond Fund21,641.650.374.00%7.17%6.20%

Overview of Corporate Bond Mutual Funds

  • AUM
    ₹ 9,392.92 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    6.74%
Performance
The fund's annualised performance has been 7.85% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.27% vs its category average of 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 66.05% along with the largest allocation towards Public Banks at 21.73%.
  • AUM
    ₹ 31,739.50 Cr.
  • Expense Ratio
    0.31%
  • 5Y CAGR
    6.71%
Performance
The fund's annualised performance has been 8.06% 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 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 63% along with the largest allocation towards G-Sec at 21.43%.
  • AUM
    ₹ 8,359.31 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    6.69%
Performance
The fund's annualised performance has been 7.49% 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 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 73.51% along with the largest allocation towards Public Banks at 21.08%.
  • AUM
    ₹ 1,345.97 Cr.
  • Expense Ratio
    0.21%
  • 5Y CAGR
    6.65%
Performance
The fund's annualised performance has been 8.34% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.02% vs its category average of 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 82.04% along with the largest allocation towards Public Banks at 26.08%.
  • AUM
    ₹ 16,877.17 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    6.45%
Performance
The fund's annualised performance has been 7.88% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.25% vs its category average of 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 70.59% along with the largest allocation towards Public Banks at 26.24%.
  • AUM
    ₹ 24,389.88 Cr.
  • Expense Ratio
    0.28%
  • 5Y CAGR
    6.32%
Performance
The fund's annualised performance has been 8% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.74% vs its category average of 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 66.69% along with the largest allocation towards G-Sec at 22.97%.
  • AUM
    ₹ 85.46 Cr.
  • Expense Ratio
    0.26%
  • 5Y CAGR
    6.3%
Performance
The fund's annualised performance has been 7.47% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.39% vs its category average of 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 72.51% along with the largest allocation towards Home Financing at 20.81%.
  • AUM
    ₹ 5,338.49 Cr.
  • Expense Ratio
    0.32%
  • 5Y CAGR
    6.26%
Performance
The fund's annualised performance has been 7.47% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.21% vs its category average of 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 68.13% along with the largest allocation towards Public Banks at 25.95%.
  • AUM
    ₹ 31,610.59 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    6.23%
Performance
The fund's annualised performance has been 7.91% since inception.
Risk
The fund has been categorised as Moderately Low by SEBI and has a standard deviation of 1.59% vs its category average of 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 73.08% along with the largest allocation towards G-Sec at 19.98%.
  • AUM
    ₹ 21,641.65 Cr.
  • Expense Ratio
    0.37%
  • 5Y CAGR
    6.2%
Performance
The fund's annualised performance has been 7.25% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 1.23% vs its category average of 1.24%.
Composition
Corporate Debt makes up for the majority of the fund at 68.52% along with the largest allocation towards Investment Banking & Brokerage at 18.25%.
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.