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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 7.44 | 6.74 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.43 | 7.41 | 5.55 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY 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 |
---|---|---|---|
HDFC Corp Bond Fund(IDCW-Reinv) | 8.83% | 2.55% | 6.75% |
ICICI Pru Corp Bond Fund(Q-IDCW Payout) | -0.91% | 0.25% | 3.40% |
Aditya Birla SL Corp Bond Fund(M-IDCW Reinv) | 1.72% | 0.52% | 0.67% |
SBI Corp Bond Fund(Q-IDCW Payout) | 8.38% | 6.33% | 6.85% |
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
10.33 %
Holdings
3.92 %
Holdings
2.43 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
83
Total AUM
₹ 7,71,393.51 Cr.
Anupam Joshi
AUM: ₹1,54,194.39 Cr.
|
Exp: 10yrs
P. G. Diploma in Business Management.
Mr. Anupam Joshi has over 10 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing. Prior to this he had worked with ICAP India Private Ltd as a Dealer. Prior to that he was dealer in Fixed income team at Asit C. Mehta Investment Intermediates Ltd.
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%