+91-22-48913909ಹೂಡಿಕೆ ಮಾಡಲು 10 ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 - 2023
ಇತ್ತೀಚಿನ ವರ್ಷಗಳಲ್ಲಿ, ಹೊಸ ಮಾರ್ಗಹೂಡಿಕೆ ನೇರವಾಗಿ ಕಂಪನಿಗಳಲ್ಲಿ ಕಾರ್ಪೊರೇಟ್ ಮೂಲಕ ತೆರೆಯಲಾಗಿದೆಬಾಂಡ್ಗಳು. ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ನಿಧಿಗಳು ಮೂಲಭೂತವಾಗಿ ಪ್ರಮುಖ ಕಂಪನಿಗಳು ನೀಡಿದ ಸಾಲದ ಪ್ರಮಾಣಪತ್ರವಾಗಿದೆ. ವ್ಯವಹಾರಗಳಿಗೆ ಹಣವನ್ನು ಸಂಗ್ರಹಿಸುವ ಮಾರ್ಗವಾಗಿ ಇವುಗಳನ್ನು ನೀಡಲಾಗುತ್ತದೆ.
ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಫಂಡ್ಗಳು ಉತ್ತಮ ಆದಾಯ ಮತ್ತು ಕಡಿಮೆ-ಅಪಾಯದ ರೀತಿಯ ಹೂಡಿಕೆಗೆ ಬಂದಾಗ ಉತ್ತಮ ಆಯ್ಕೆಯಾಗಿದೆ. ಹೂಡಿಕೆದಾರರು ನಿಯಮಿತವಾಗಿ ಗಳಿಸಬಹುದುಆದಾಯ ನಿಮ್ಮ ಫಿಕ್ಸೆಡ್ ಡೆಪಾಸಿಟ್‌ಗಳ (ಎಫ್‌ಡಿ) ಮೇಲೆ ನೀವು ಬಡ್ಡಿಯಾಗಿ ಪಡೆಯುವುದಕ್ಕಿಂತ ಇದು ಸಾಮಾನ್ಯವಾಗಿ ಹೆಚ್ಚಾಗಿರುತ್ತದೆ.
ಬಸ್ಟ್ ಹೋಗುವ ಬೆದರಿಕೆಯನ್ನು ಹೊಂದಿರುವ ಕಂಪನಿಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಹೆಚ್ಚಿನ ಬಡ್ಡಿದರಗಳನ್ನು ನೀಡುತ್ತವೆ. ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಉತ್ಸುಕರಾಗಿರುವ ಹೂಡಿಕೆದಾರರು ಲೇಖನದಲ್ಲಿ ಕೆಳಗಿನ ಯೋಜನೆಗಳನ್ನು ಪರಿಗಣಿಸಬಹುದು.
ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಫಂಡ್‌ಗಳ ವಿಧಗಳು
ವಿಶಾಲವಾಗಿ ಎರಡು ರೀತಿಯ ನಿಧಿಗಳಿವೆ -
- ಉನ್ನತ ದರ್ಜೆಯ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳು, ಅಂದರೆ - ಸಾರ್ವಜನಿಕ ವಲಯದ ಘಟಕ (PSU) ಕಂಪನಿಗಳು ಮತ್ತು ಬ್ಯಾಂಕುಗಳು
- ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳು 'AA-' ನಂತಹ ಸ್ವಲ್ಪ ಕಡಿಮೆ ದರದ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ
ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳಲ್ಲಿ ಯಾರು ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
ಹೆಚ್ಚಿನದನ್ನು ಹುಡುಕುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಈ ನಿಧಿಗಳು ಉತ್ತಮ ಆಯ್ಕೆಯಾಗಿದೆಸ್ಥಿರ ಆದಾಯ ಜೊತೆಗೆ ಸುರಕ್ಷಿತ ಹೂಡಿಕೆ. ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳು ಖಚಿತಪಡಿಸುತ್ತವೆಬಂಡವಾಳ ರಕ್ಷಣೆ. ನೀವು ಈ ನಿಧಿಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿದ್ದರೆ, ಹೆಚ್ಚಿನ ಹಣವನ್ನು ಉತ್ತಮ ಗುಣಮಟ್ಟದ ಸಾಲ ಸಾಧನಗಳಲ್ಲಿ ಇರಿಸಲು ಸಲಹೆ ನೀಡಲಾಗುತ್ತದೆ ಇದರಿಂದ ನೀವು ಅತ್ಯುತ್ತಮ ಆದಾಯವನ್ನು ಗಳಿಸಬಹುದು.
ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಫಂಡ್‌ಗಳ ವೈಶಿಷ್ಟ್ಯಗಳು
ಬಾಂಡ್ನ ಬೆಲೆ
ಪ್ರತಿಯೊಂದು ಬಂಧಕ್ಕೂ ಬೆಲೆ ಇರುತ್ತದೆ. ಒಬ್ಬರು ಖರೀದಿಸಲು ಆಯ್ಕೆ ಮಾಡಿದ ಸಮಯದ ಆಧಾರದ ಮೇಲೆ ಒಂದೇ ಬಾಂಡ್ ಅನ್ನು ವಿವಿಧ ಬೆಲೆಗಳಲ್ಲಿ ಖರೀದಿಸಬಹುದು.
ಮೌಲ್ಯದಿಂದ
ಮೌಲ್ಯದಿಂದ ಮೂಲತಃ ಸಾಲದ ಅಸಲು. ಇದು ಕಂಪನಿಯು ಮೊತ್ತವಾಗಿದೆ, ಅಂದರೆ, ಬಾಂಡ್ ಪಕ್ವವಾದಾಗ ಬಾಂಡ್ ನೀಡುವವರು ನಿಮಗೆ ನೀಡುತ್ತಾರೆ. ಭಾರತದಲ್ಲಿ, ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳುಮೂಲಕ ಮೌಲ್ಯವು ಸಾಮಾನ್ಯವಾಗಿ INR 1000 ಆಗಿದೆ.
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ಉನ್ನತ ದರ್ಜೆಯ ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು FY 22 - 23
(Erstwhile Franklin India Income Builder Account - Plan A) The investment objective of the Scheme is primarily to provide investors Regular income under the Dividend Plan and Capital appreciation under the Growth Plan. Below is the key information for Franklin India Corporate Debt Fund Returns up to 1 year are on The investment objective of the Scheme is to generate income and capital gains through investments in a portfolio of debt and money market instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme launched hereunder does not guarantee/indicate any returns. Research Highlights for BNP Paribas Corporate Bond Fund Below is the key information for BNP Paribas Corporate Bond Fund Returns up to 1 year are on (Erstwhile Reliance Medium Term Fund) The primary investment objective of the Scheme is to generate regular income in order to make regular dividend payments to unit-holders and the secondary objective is growth of capital. Research Highlights for Nippon India Prime Debt Fund Below is the key information for Nippon India Prime Debt Fund Returns up to 1 year are on The primary objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. However, there is no
assurance that the objective of the scheme will be realized. Research Highlights for Kotak Corporate Bond Fund Standard Below is the key information for Kotak Corporate Bond Fund Standard Returns up to 1 year are on (Erstwhile ICICI Prudential Ultra Short Term Plan) ICICI Prudential Ultra Short Term Plan is an open-ended income fund that intends to generate regular income through investments in a basket of debt and money market instruments of very short maturities with a view to providing reasonable returns, while maintaining an optimum balance of safety, liquidity and yield. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for ICICI Prudential Corporate Bond Fund Below is the key information for ICICI Prudential Corporate Bond Fund Returns up to 1 year are on (Erstwhile Invesco India Active Income Fund) To generate optimal returns while maintaining liquidity through active management of the portfolio by investing in debt and money market instruments. As the portfolio of the scheme will be actively managed, the Scheme may have a high turnover in order to achieve the investment objective. Research Highlights for Invesco India Corporate Bond Fund Below is the key information for Invesco India Corporate Bond Fund Returns up to 1 year are on (Erstwhile Sundaram Flexible Fund-Flexible Income Plan) To generate reasonable returns by creating a portfolio
comprising substantially of fixed income instruments and
money market instruments by keeping the interest rate risk
of the fund low. Research Highlights for Sundaram Corporate Bond Fund Below is the key information for Sundaram Corporate Bond Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Short Term Fund) An Open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities. Research Highlights for Aditya Birla Sun Life Corporate Bond Fund Below is the key information for Aditya Birla Sun Life Corporate Bond Fund Returns up to 1 year are on The Fund seeks to provide steady income and capital appreciation by investing primarily in corporate debt securities across maturities and ratings. There is no assurance or guarantee that the objectives of the scheme will be realised. Research Highlights for Bandhan Corporate Bond Fund Below is the key information for Bandhan Corporate Bond Fund Returns up to 1 year are on (Erstwhile HDFC Medium Term Opportunities Fund) To generate regular income through investments in Debt/
Money Market Instruments and Government Securities with
maturities not exceeding 60 months. Research Highlights for HDFC Corporate Bond Fund Below is the key information for HDFC Corporate Bond Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Franklin India Corporate Debt Fund Growth ₹102.438
↑ 0.04 ₹1,290 2 2.8 9.3 7.8 7.6 6.92% 2Y 29D 4Y 2M 5D BNP Paribas Corporate Bond Fund Growth ₹28.3391
↑ 0.02 ₹436 2.3 2.8 9 8.1 8.3 6.81% 3Y 5M 26D 4Y 9M 11D Nippon India Prime Debt Fund Growth ₹61.7126
↑ 0.03 ₹10,732 2.1 2.5 8.5 8 8.4 6.98% 3Y 9M 5Y 29D Kotak Corporate Bond Fund Standard Growth ₹3,882.17
↑ 2.46 ₹18,909 2.1 2.6 8.4 7.8 8.3 6.9% 3Y 1M 24D 4Y 10M 20D ICICI Prudential Corporate Bond Fund Growth ₹30.7202
↑ 0.01 ₹34,630 2.1 3 8.4 7.9 8 6.95% 3Y 1M 6D 5Y 8M 1D Invesco India Corporate Bond Fund Growth ₹3,267.15
↑ 2.25 ₹7,668 2.2 2.4 8.3 7.6 8.1 6.79% 3Y 5M 26D 4Y 6M 4D Sundaram Corporate Bond Fund Growth ₹41.281
↑ 0.03 ₹771 2 2.5 8.2 7.5 8 6.84% 3Y 7M 24D 4Y 10M 28D Aditya Birla Sun Life Corporate Bond Fund Growth ₹115.97
↑ 0.09 ₹30,132 2.3 2.3 8.1 7.9 8.5 7.13% 4Y 10M 13D 7Y 7M 2D Bandhan Corporate Bond Fund Growth ₹19.7212
↑ 0.01 ₹15,705 1.9 2.4 8 7.4 7.7 6.64% 2Y 11M 5D 3Y 8M 5D HDFC Corporate Bond Fund Growth ₹33.4121
↑ 0.02 ₹36,134 2.1 2.2 8 7.9 8.6 6.97% 4Y 3M 7D 7Y 29D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Corporate Debt Fund BNP Paribas Corporate Bond Fund Nippon India Prime Debt Fund Kotak Corporate Bond Fund Standard ICICI Prudential Corporate Bond Fund Invesco India Corporate Bond Fund Sundaram Corporate Bond Fund Aditya Birla Sun Life Corporate Bond Fund Bandhan Corporate Bond Fund HDFC Corporate Bond Fund Point 1 Bottom quartile AUM (₹1,290 Cr). Bottom quartile AUM (₹436 Cr). Lower mid AUM (₹10,732 Cr). Upper mid AUM (₹18,909 Cr). Top quartile AUM (₹34,630 Cr). Lower mid AUM (₹7,668 Cr). Bottom quartile AUM (₹771 Cr). Upper mid AUM (₹30,132 Cr). Upper mid AUM (₹15,705 Cr). Highest AUM (₹36,134 Cr). Point 2 Oldest track record among peers (28 yrs). Established history (17+ yrs). Established history (25+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (28+ yrs). Established history (9+ yrs). Established history (15+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Not Rated. Rating: 5★ (top quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 1Y return: 9.29% (top quartile). 1Y return: 9.03% (top quartile). 1Y return: 8.50% (upper mid). 1Y return: 8.39% (upper mid). 1Y return: 8.37% (upper mid). 1Y return: 8.34% (lower mid). 1Y return: 8.23% (lower mid). 1Y return: 8.10% (bottom quartile). 1Y return: 7.99% (bottom quartile). 1Y return: 7.98% (bottom quartile). Point 6 1M return: 0.62% (lower mid). 1M return: 0.67% (top quartile). 1M return: 0.64% (upper mid). 1M return: 0.60% (lower mid). 1M return: 0.67% (upper mid). 1M return: 0.64% (upper mid). 1M return: 0.57% (bottom quartile). 1M return: 0.72% (top quartile). 1M return: 0.57% (bottom quartile). 1M return: 0.59% (bottom quartile). Point 7 Sharpe: 1.28 (upper mid). Sharpe: 1.30 (top quartile). Sharpe: 1.11 (upper mid). Sharpe: 1.19 (upper mid). Sharpe: 1.56 (top quartile). Sharpe: 1.00 (bottom quartile). Sharpe: 1.04 (lower mid). Sharpe: 0.79 (bottom quartile). Sharpe: 1.00 (lower mid). Sharpe: 0.78 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.92% (upper mid). Yield to maturity (debt): 6.81% (bottom quartile). Yield to maturity (debt): 6.98% (top quartile). Yield to maturity (debt): 6.90% (lower mid). Yield to maturity (debt): 6.95% (upper mid). Yield to maturity (debt): 6.79% (bottom quartile). Yield to maturity (debt): 6.84% (lower mid). Yield to maturity (debt): 7.13% (top quartile). Yield to maturity (debt): 6.64% (bottom quartile). Yield to maturity (debt): 6.97% (upper mid). Point 10 Modified duration: 2.08 yrs (top quartile). Modified duration: 3.49 yrs (upper mid). Modified duration: 3.75 yrs (bottom quartile). Modified duration: 3.15 yrs (upper mid). Modified duration: 3.10 yrs (upper mid). Modified duration: 3.49 yrs (lower mid). Modified duration: 3.65 yrs (lower mid). Modified duration: 4.87 yrs (bottom quartile). Modified duration: 2.93 yrs (top quartile). Modified duration: 4.27 yrs (bottom quartile). Franklin India Corporate Debt Fund
BNP Paribas Corporate Bond Fund
Nippon India Prime Debt Fund
Kotak Corporate Bond Fund Standard
ICICI Prudential Corporate Bond Fund
Invesco India Corporate Bond Fund
Sundaram Corporate Bond Fund
Aditya Birla Sun Life Corporate Bond Fund
Bandhan Corporate Bond Fund
HDFC Corporate Bond Fund
100 ಕೋಟಿ , 3 ವರ್ಷಕ್ಕೂ ಹೆಚ್ಚು ಕಾಲ ಮ್ಯಾಂಗಿಂಗ್ ಫಂಡ್ ಮತ್ತು ವಿಂಗಡಿಸಲಾಗಿದೆಕಳೆದ 1 ವರ್ಷದ ಆದಾಯ
1. Franklin India Corporate Debt Fund
Franklin India Corporate Debt Fund
Growth Launch Date 23 Jun 97 NAV (26 Nov 25) ₹102.438 ↑ 0.04 (0.04 %) Net Assets (Cr) ₹1,290 on 31 Oct 25 Category Debt - Corporate Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0.79 Sharpe Ratio 1.28 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 6.92% Effective Maturity 4 Years 2 Months 5 Days Modified Duration 2 Years 29 Days Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Corporate Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 2.8% 1 Year 9.3% 3 Year 7.8% 5 Year 6% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 6.5% 2022 3.2% 2021 3.8% 2020 9% 2019 9.2% 2018 7.5% 2017 7.7% 2016 9% 2015 8.4% Fund Manager information for Franklin India Corporate Debt Fund
Name Since Tenure Data below for Franklin India Corporate Debt Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. BNP Paribas Corporate Bond Fund
BNP Paribas Corporate Bond Fund
Growth Launch Date 8 Nov 08 NAV (26 Nov 25) ₹28.3391 ↑ 0.02 (0.08 %) Net Assets (Cr) ₹436 on 15 Oct 25 Category Debt - Corporate Bond AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 0.58 Sharpe Ratio 1.3 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12-24 Months (0.5%),24-36 Months (0.25%),36 Months and above(NIL) Yield to Maturity 6.81% Effective Maturity 4 Years 9 Months 11 Days Modified Duration 3 Years 5 Months 26 Days Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2.3% 6 Month 2.8% 1 Year 9% 3 Year 8.1% 5 Year 5.5% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.3% 2023 7% 2022 1.6% 2021 2.2% 2020 9.9% 2019 0.9% 2018 5.2% 2017 6.7% 2016 10.8% 2015 7.2% Fund Manager information for BNP Paribas Corporate Bond Fund
Name Since Tenure Data below for BNP Paribas Corporate Bond Fund as on 15 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Nippon India Prime Debt Fund
Nippon India Prime Debt Fund
Growth Launch Date 14 Sep 00 NAV (26 Nov 25) ₹61.7126 ↑ 0.03 (0.05 %) Net Assets (Cr) ₹10,732 on 31 Oct 25 Category Debt - Corporate Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.71 Sharpe Ratio 1.11 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 6.98% Effective Maturity 5 Years 29 Days Modified Duration 3 Years 9 Months Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Prime Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2.1% 6 Month 2.5% 1 Year 8.5% 3 Year 8% 5 Year 6.6% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.4% 2023 7.1% 2022 4.3% 2021 4.7% 2020 9.5% 2019 7.8% 2018 6.9% 2017 6.6% 2016 9.1% 2015 8.7% Fund Manager information for Nippon India Prime Debt Fund
Name Since Tenure Data below for Nippon India Prime Debt Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Kotak Corporate Bond Fund Standard
Kotak Corporate Bond Fund Standard
Growth Launch Date 21 Sep 07 NAV (26 Nov 25) ₹3,882.17 ↑ 2.46 (0.06 %) Net Assets (Cr) ₹18,909 on 31 Oct 25 Category Debt - Corporate Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.67 Sharpe Ratio 1.19 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.9% Effective Maturity 4 Years 10 Months 20 Days Modified Duration 3 Years 1 Month 24 Days Growth of 10,000 investment over the years.
Date Value Returns for Kotak Corporate Bond Fund Standard
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2.1% 6 Month 2.6% 1 Year 8.4% 3 Year 7.8% 5 Year 6.1% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.3% 2023 6.9% 2022 3.7% 2021 3.8% 2020 9.7% 2019 9.6% 2018 7.5% 2017 6.9% 2016 9.4% 2015 8.8% Fund Manager information for Kotak Corporate Bond Fund Standard
Name Since Tenure Data below for Kotak Corporate Bond Fund Standard as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. ICICI Prudential Corporate Bond Fund
ICICI Prudential Corporate Bond Fund
Growth Launch Date 11 Aug 09 NAV (26 Nov 25) ₹30.7202 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹34,630 on 31 Oct 25 Category Debt - Corporate Bond AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.57 Sharpe Ratio 1.56 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 6.95% Effective Maturity 5 Years 8 Months 1 Day Modified Duration 3 Years 1 Month 6 Days Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2.1% 6 Month 3% 1 Year 8.4% 3 Year 7.9% 5 Year 6.4% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 7.6% 2022 4.5% 2021 4.1% 2020 10.4% 2019 9.9% 2018 6.4% 2017 6.3% 2016 9.8% 2015 8.8% Fund Manager information for ICICI Prudential Corporate Bond Fund
Name Since Tenure Data below for ICICI Prudential Corporate Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Invesco India Corporate Bond Fund
Invesco India Corporate Bond Fund
Growth Launch Date 2 Aug 07 NAV (26 Nov 25) ₹3,267.15 ↑ 2.25 (0.07 %) Net Assets (Cr) ₹7,668 on 31 Oct 25 Category Debt - Corporate Bond AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderate Expense Ratio 0.67 Sharpe Ratio 1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 6.79% Effective Maturity 4 Years 6 Months 4 Days Modified Duration 3 Years 5 Months 26 Days Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2.2% 6 Month 2.4% 1 Year 8.3% 3 Year 7.6% 5 Year 5.7% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.1% 2023 6.7% 2022 2.9% 2021 3.4% 2020 10.1% 2019 11.1% 2018 4% 2017 1.8% 2016 14.1% 2015 5.2% Fund Manager information for Invesco India Corporate Bond Fund
Name Since Tenure Data below for Invesco India Corporate Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Sundaram Corporate Bond Fund
Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (26 Nov 25) ₹41.281 ↑ 0.03 (0.06 %) Net Assets (Cr) ₹771 on 31 Oct 25 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.54 Sharpe Ratio 1.04 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 6.84% Effective Maturity 4 Years 10 Months 28 Days Modified Duration 3 Years 7 Months 24 Days Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 2.5% 1 Year 8.2% 3 Year 7.5% 5 Year 5.8% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.3% 2022 3.7% 2021 3.5% 2020 11% 2019 11.3% 2018 4.8% 2017 5.4% 2016 11.7% 2015 8.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Data below for Sundaram Corporate Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Aditya Birla Sun Life Corporate Bond Fund
Aditya Birla Sun Life Corporate Bond Fund
Growth Launch Date 3 Mar 97 NAV (26 Nov 25) ₹115.97 ↑ 0.09 (0.08 %) Net Assets (Cr) ₹30,132 on 31 Oct 25 Category Debt - Corporate Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.52 Sharpe Ratio 0.79 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7.13% Effective Maturity 7 Years 7 Months 2 Days Modified Duration 4 Years 10 Months 13 Days Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2.3% 6 Month 2.3% 1 Year 8.1% 3 Year 7.9% 5 Year 6.3% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.5% 2023 7.3% 2022 4.1% 2021 4% 2020 11.9% 2019 9.6% 2018 7% 2017 6.5% 2016 10.2% 2015 8.9% Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund
Name Since Tenure Data below for Aditya Birla Sun Life Corporate Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Bandhan Corporate Bond Fund
Bandhan Corporate Bond Fund
Growth Launch Date 12 Jan 16 NAV (26 Nov 25) ₹19.7212 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹15,705 on 31 Oct 25 Category Debt - Corporate Bond AMC IDFC Asset Management Company Limited Rating Risk Moderate Expense Ratio 0.65 Sharpe Ratio 1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.64% Effective Maturity 3 Years 8 Months 5 Days Modified Duration 2 Years 11 Months 5 Days Growth of 10,000 investment over the years.
Date Value Returns for Bandhan Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 1.9% 6 Month 2.4% 1 Year 8% 3 Year 7.4% 5 Year 5.6% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 6.8% 2022 2.6% 2021 3.7% 2020 11.6% 2019 8.5% 2018 6.3% 2017 6.2% 2016 2015 Fund Manager information for Bandhan Corporate Bond Fund
Name Since Tenure Data below for Bandhan Corporate Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. HDFC Corporate Bond Fund
HDFC Corporate Bond Fund
Growth Launch Date 29 Jun 10 NAV (26 Nov 25) ₹33.4121 ↑ 0.02 (0.06 %) Net Assets (Cr) ₹36,134 on 31 Oct 25 Category Debt - Corporate Bond AMC HDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.6 Sharpe Ratio 0.78 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load NIL Yield to Maturity 6.97% Effective Maturity 7 Years 29 Days Modified Duration 4 Years 3 Months 7 Days Growth of 10,000 investment over the years.
Date Value Returns for HDFC Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2.1% 6 Month 2.2% 1 Year 8% 3 Year 7.9% 5 Year 6.1% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.6% 2023 7.2% 2022 3.3% 2021 3.9% 2020 11.8% 2019 10.3% 2018 6.5% 2017 6.5% 2016 10.6% 2015 8.6% Fund Manager information for HDFC Corporate Bond Fund
Name Since Tenure Data below for HDFC Corporate Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳ ಹೆಚ್ಚುವರಿ ವೈಶಿಷ್ಟ್ಯಗಳು
ಕೂಪನ್ ಆಸಕ್ತಿ
ಕೂಪನ್ (ಬಡ್ಡಿ) ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಫಂಡ್‌ಗಳ ವೈಶಿಷ್ಟ್ಯಗಳಲ್ಲಿ ಒಂದಾಗಿದೆ. ಒಬ್ಬರು ಬಾಂಡ್ ಖರೀದಿಸಿದಾಗ, ಅವರು ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ನಿಂದ ನಿರ್ಗಮಿಸುವವರೆಗೆ ಕಂಪನಿಯು ಅವರಿಗೆ ನಿಯಮಿತವಾಗಿ ಬಡ್ಡಿಯನ್ನು ಪಾವತಿಸುತ್ತದೆ. ಈ ಆಸಕ್ತಿಯನ್ನು ಕೂಪನ್ ಎಂದು ಕರೆಯಲಾಗುತ್ತದೆ. ಕೂಪನ್ ಬಡ್ಡಿಯು ಸಮಾನ ಮೌಲ್ಯದ ನಿರ್ದಿಷ್ಟ ಶೇಕಡಾವಾರು.
ಮುಕ್ತಾಯಕ್ಕೆ ಇಳುವರಿ (YTM)
ytm ವಾರ್ಷಿಕ ಆದಾಯವನ್ನು ಅಳೆಯುತ್ತದೆಹೂಡಿಕೆದಾರ ಪರಿಪಕ್ವತೆಯ ತನಕ ಸ್ವೀಕರಿಸುತ್ತಾರೆ. ಮುಕ್ತಾಯಕ್ಕೆ ಇಳುವರಿಯು ಬಾಂಡ್ನ ನಿರೀಕ್ಷಿತ ಆದಾಯವನ್ನು ಹೋಲಿಸಲು ಅನುವು ಮಾಡಿಕೊಡುತ್ತದೆ. YTM ಹೆಚ್ಚಾದಷ್ಟೂ ನಿಮ್ಮ ಆದಾಯವು ಹೆಚ್ಚಾಗುತ್ತದೆ ಮತ್ತು ಪ್ರತಿಯಾಗಿ.
ಪ್ರಸ್ತುತ ಇಳುವರಿ
ಇದು ಪೋರ್ಟ್‌ಫೋಲಿಯೊದಲ್ಲಿನ ಬಾಂಡ್‌ಗಳಿಂದ ಉತ್ಪತ್ತಿಯಾಗುವ ಬಡ್ಡಿ ಆದಾಯದ ಅಳತೆಯಾಗಿದೆ. ಉದಾಹರಣೆಗೆ, ಒಂದು ವೇಳೆಕೂಪನ್ ದರ INR 1000 ಸಮಾನ ಮೌಲ್ಯವನ್ನು ಹೊಂದಿರುವ ಬಾಂಡ್20 ಶೇಕಡಾವಾರು, ನಂತರ ನೀಡುವವರು ನಿಮಗೆ ವಾರ್ಷಿಕ ಬಡ್ಡಿಯಾಗಿ INR 200 ಪಾವತಿಸಬೇಕು.
ತೆರಿಗೆ ಪರಿಣಾಮಗಳು
ನೀವು ಮೂರು ವರ್ಷಗಳವರೆಗೆ ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳನ್ನು ಹೊಂದಿದ್ದರೆ, ನಂತರ ನೀವು ಅಲ್ಪಾವಧಿಗೆ ಪಾವತಿಸಬೇಕಾಗುತ್ತದೆಬಂಡವಾಳದಲ್ಲಿ ಲಾಭ ನ30 ಶೇಕಡಾ. ಮತ್ತು ನೀವು ಮೂರು ವರ್ಷಗಳಿಗಿಂತಲೂ ಹೆಚ್ಚು ಕಾಲ ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್‌ಗಳನ್ನು ಹೊಂದಿದ್ದರೆ, ನಂತರ ಆದಾಯವನ್ನು ದೀರ್ಘಾವಧಿಯ ಬಂಡವಾಳ ಲಾಭಗಳ ಅಡಿಯಲ್ಲಿ ತೆರಿಗೆ ವಿಧಿಸಲಾಗುತ್ತದೆ, ಅಂದರೆ,20 ಸೂಚ್ಯಂಕ ಪ್ರಯೋಜನದೊಂದಿಗೆ ಶೇ.
ಕಾರ್ಪೊರೇಟ್ ಬಾಂಡ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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Research Highlights for Franklin India Corporate Debt Fund