+91-22-489139092022 - 2023 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ 10 ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਮਿਉਚੁਅਲ ਫੰਡ
ਹਾਲ ਹੀ ਦੇ ਸਾਲਾਂ ਵਿੱਚ, ਇੱਕ ਨਵਾਂ ਰਸਤਾਨਿਵੇਸ਼ ਕਾਰਪੋਰੇਟ ਰਾਹੀਂ ਸਿੱਧੇ ਤੌਰ 'ਤੇ ਕੰਪਨੀਆਂ ਵਿੱਚ ਖੁੱਲ੍ਹ ਗਈ ਹੈਬਾਂਡ. ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡ ਜ਼ਰੂਰੀ ਤੌਰ 'ਤੇ ਵੱਡੀਆਂ ਕੰਪਨੀਆਂ ਦੁਆਰਾ ਜਾਰੀ ਕਰਜ਼ੇ ਦਾ ਪ੍ਰਮਾਣ ਪੱਤਰ ਹੁੰਦੇ ਹਨ। ਇਹ ਕਾਰੋਬਾਰਾਂ ਲਈ ਪੈਸਾ ਇਕੱਠਾ ਕਰਨ ਦੇ ਤਰੀਕੇ ਵਜੋਂ ਜਾਰੀ ਕੀਤੇ ਜਾਂਦੇ ਹਨ।
ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨ ਜਦੋਂ ਇਹ ਚੰਗੀ ਵਾਪਸੀ ਅਤੇ ਘੱਟ ਜੋਖਮ ਕਿਸਮ ਦੇ ਨਿਵੇਸ਼ ਦੀ ਗੱਲ ਆਉਂਦੀ ਹੈ। ਨਿਵੇਸ਼ਕ ਨਿਯਮਤ ਕਮਾਈ ਕਰ ਸਕਦੇ ਹਨਆਮਦਨ ਜੋ ਕਿ ਆਮ ਤੌਰ 'ਤੇ ਇਸ ਤੋਂ ਵੱਧ ਹੁੰਦਾ ਹੈ ਕਿ ਤੁਸੀਂ ਆਪਣੀ ਫਿਕਸਡ ਡਿਪਾਜ਼ਿਟ (FDs) 'ਤੇ ਵਿਆਜ ਵਜੋਂ ਪ੍ਰਾਪਤ ਕਰੋਗੇ।
ਉਹ ਕੰਪਨੀਆਂ ਜਿਨ੍ਹਾਂ ਨੂੰ ਬੰਦ ਹੋਣ ਦਾ ਖ਼ਤਰਾ ਹੁੰਦਾ ਹੈ ਉਹ ਵੀ ਆਮ ਤੌਰ 'ਤੇ ਉੱਚ ਵਿਆਜ ਦਰਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੀਆਂ ਹਨ। ਨਿਵੇਸ਼ਕ ਜੋ ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਚਾਹਵਾਨ ਹਨ, ਲੇਖ ਵਿੱਚ ਹੇਠਾਂ ਦਿੱਤੀਆਂ ਸਕੀਮਾਂ 'ਤੇ ਵਿਚਾਰ ਕਰ ਸਕਦੇ ਹਨ।
ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡਾਂ ਦੀਆਂ ਕਿਸਮਾਂ
ਮੋਟੇ ਤੌਰ 'ਤੇ ਦੋ ਤਰ੍ਹਾਂ ਦੇ ਫੰਡ ਹਨ-
- ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਜੋ ਉੱਚ-ਦਰਜਾ ਵਾਲੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ, ਅਰਥਾਤ - ਜਨਤਕ ਖੇਤਰ ਦੀ ਇਕਾਈ (ਪੀਐਸਯੂ) ਕੰਪਨੀਆਂ ਅਤੇ ਬੈਂਕਾਂ
- ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਥੋੜ੍ਹੀਆਂ ਘੱਟ ਦਰਾਂ ਵਾਲੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ ਜਿਵੇਂ ਕਿ 'AA-'
ਕਾਰਪੋਰੇਟ ਬਾਂਡਾਂ ਵਿੱਚ ਕਿਸਨੂੰ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ?
ਇਹ ਫੰਡ ਉਹਨਾਂ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨ ਜੋ ਉੱਚ ਦੀ ਭਾਲ ਕਰ ਰਹੇ ਹਨਪੱਕੀ ਤਨਖਾਹ ਨਾਲ ਹੀ ਇੱਕ ਸੁਰੱਖਿਅਤ ਨਿਵੇਸ਼. ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਯਕੀਨੀ ਬਣਾਉਂਦੇ ਹਨਪੂੰਜੀ ਸੁਰੱਖਿਆ ਜੇਕਰ ਤੁਸੀਂ ਇਸ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹੋ, ਤਾਂ ਉੱਚ-ਗੁਣਵੱਤਾ ਵਾਲੇ ਕਰਜ਼ੇ ਦੇ ਯੰਤਰਾਂ ਵਿੱਚ ਜ਼ਿਆਦਾਤਰ ਫੰਡ ਲਗਾਉਣ ਦੀ ਸਲਾਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈ ਤਾਂ ਜੋ ਤੁਸੀਂ ਅਨੁਕੂਲ ਰਿਟਰਨ ਕਮਾਓ।
ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡਾਂ ਦੀਆਂ ਵਿਸ਼ੇਸ਼ਤਾਵਾਂ
ਬਾਂਡ ਦੀ ਕੀਮਤ
ਹਰ ਬਾਂਡ ਦੀ ਇੱਕ ਕੀਮਤ ਹੁੰਦੀ ਹੈ। ਕੋਈ ਵਿਅਕਤੀ ਉਸ ਸਮੇਂ ਦੇ ਆਧਾਰ 'ਤੇ ਵੱਖ-ਵੱਖ ਕੀਮਤਾਂ 'ਤੇ ਇੱਕੋ ਬਾਂਡ ਖਰੀਦ ਸਕਦਾ ਹੈ, ਜਦੋਂ ਕੋਈ ਵਿਅਕਤੀ ਖਰੀਦਣ ਦੀ ਚੋਣ ਕਰਦਾ ਹੈ।
ਮੁੱਲ ਦੁਆਰਾ
ਮੁੱਲ ਦੁਆਰਾ ਅਸਲ ਵਿੱਚ ਕਰਜ਼ਾ ਪ੍ਰਿੰਸੀਪਲ ਹੈ। ਇਹ ਉਹ ਰਕਮ ਹੈ ਜੋ ਕੰਪਨੀ, ਭਾਵ, ਬਾਂਡ ਦੇ ਪਰਿਪੱਕ ਹੋਣ 'ਤੇ ਬਾਂਡ ਜਾਰੀਕਰਤਾ ਤੁਹਾਨੂੰ ਦਿੰਦਾ ਹੈ। ਭਾਰਤ ਵਿੱਚ, ਇੱਕ ਕਾਰਪੋਰੇਟ ਬਾਂਡਦੁਆਰਾ ਮੁੱਲ ਆਮ ਤੌਰ 'ਤੇ 1000 ਰੁਪਏ ਹੁੰਦਾ ਹੈ।
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ਚੋਟੀ ਦਾ ਦਰਜਾ ਪ੍ਰਾਪਤ ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਤੀ ਸਾਲ 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 (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 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 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 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 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 (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 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 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 (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 ₹104.218
↓ -0.02 ₹1,350 1.6 2.4 7.3 7.5 9.1 7.43% 2Y 11M 5D 6Y 4M 19D ICICI Prudential Corporate Bond Fund Growth ₹31.1922
↑ 0.01 ₹31,713 1.5 2.3 5.9 7.6 8 7.26% 3Y 5M 1D 6Y BNP Paribas Corporate Bond Fund Growth ₹28.6748
↑ 0.01 ₹358 1.4 1.9 5.8 7.5 8.3 7.08% 2Y 9M 4D 3Y 6M 18D Bandhan Corporate Bond Fund Growth ₹20.0408
↑ 0.00 ₹14,446 1.7 2.3 5.5 7.1 7.4 6.71% 1Y 6M 25D 2Y 3M 22D Kotak Corporate Bond Fund Standard Growth ₹3,926.95
↑ 1.07 ₹17,275 1.2 1.8 5.4 7.3 7.8 7.29% 2Y 11M 26D 4Y 1M 28D Nippon India Prime Debt Fund Growth ₹62.3519
↑ 0.01 ₹8,950 1.3 1.7 5.2 7.4 7.8 7.19% 2Y 9M 11D 3Y 5M 1D Sundaram Corporate Bond Fund Growth ₹41.6725
↑ 0.01 ₹625 1.1 1.6 5 6.9 7.5 7.15% 2Y 6M 7D 3Y 2M 19D Invesco India Corporate Bond Fund Growth ₹3,291.46
↑ 0.64 ₹6,099 1 1.5 4.8 7 7.6 7% 3Y 1M 10D 4Y 11D Aditya Birla Sun Life Corporate Bond Fund Growth ₹116.93
↑ 0.01 ₹27,913 1.2 1.5 4.7 7.3 7.4 7.21% 4Y 6M 25D 7Y 4D HDFC Corporate Bond Fund Growth ₹33.6516
↓ 0.00 ₹33,200 1 1.3 4.6 7.2 7.3 7.24% 4Y 4M 24D 7Y 6M Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Franklin India Corporate Debt Fund ICICI Prudential Corporate Bond Fund BNP Paribas Corporate Bond Fund Bandhan Corporate Bond Fund Kotak Corporate Bond Fund Standard Nippon India Prime Debt Fund Sundaram Corporate Bond Fund Invesco India Corporate Bond Fund Aditya Birla Sun Life Corporate Bond Fund HDFC Corporate Bond Fund Point 1 Bottom quartile AUM (₹1,350 Cr). Top quartile AUM (₹31,713 Cr). Bottom quartile AUM (₹358 Cr). Upper mid AUM (₹14,446 Cr). Upper mid AUM (₹17,275 Cr). Lower mid AUM (₹8,950 Cr). Bottom quartile AUM (₹625 Cr). Lower mid AUM (₹6,099 Cr). Upper mid AUM (₹27,913 Cr). Highest AUM (₹33,200 Cr). Point 2 Established history (28+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (10+ yrs). Established history (18+ yrs). Established history (25+ yrs). Established history (21+ yrs). Established history (18+ yrs). Oldest track record among peers (29 yrs). Established history (15+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Not Rated. Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 5★ (top quartile). Point 4 Risk profile: Moderate. Risk profile: Moderately Low. 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. Point 5 1Y return: 7.26% (top quartile). 1Y return: 5.92% (top quartile). 1Y return: 5.84% (upper mid). 1Y return: 5.54% (upper mid). 1Y return: 5.37% (upper mid). 1Y return: 5.19% (lower mid). 1Y return: 5.04% (lower mid). 1Y return: 4.79% (bottom quartile). 1Y return: 4.65% (bottom quartile). 1Y return: 4.55% (bottom quartile). Point 6 1M return: 0.42% (lower mid). 1M return: 0.52% (upper mid). 1M return: 0.65% (top quartile). 1M return: 0.79% (top quartile). 1M return: 0.43% (lower mid). 1M return: 0.47% (upper mid). 1M return: 0.57% (upper mid). 1M return: 0.29% (bottom quartile). 1M return: 0.33% (bottom quartile). 1M return: 0.31% (bottom quartile). Point 7 Sharpe: 1.35 (top quartile). Sharpe: 1.26 (top quartile). Sharpe: 1.01 (upper mid). Sharpe: 0.66 (lower mid). Sharpe: 0.87 (upper mid). Sharpe: 0.79 (upper mid). Sharpe: 0.71 (lower mid). Sharpe: 0.64 (bottom quartile). Sharpe: 0.51 (bottom quartile). Sharpe: 0.52 (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): 7.43% (top quartile). Yield to maturity (debt): 7.26% (upper mid). Yield to maturity (debt): 7.08% (bottom quartile). Yield to maturity (debt): 6.71% (bottom quartile). Yield to maturity (debt): 7.29% (top quartile). Yield to maturity (debt): 7.19% (lower mid). Yield to maturity (debt): 7.15% (lower mid). Yield to maturity (debt): 7.00% (bottom quartile). Yield to maturity (debt): 7.21% (upper mid). Yield to maturity (debt): 7.24% (upper mid). Point 10 Modified duration: 2.93 yrs (upper mid). Modified duration: 3.42 yrs (bottom quartile). Modified duration: 2.76 yrs (upper mid). Modified duration: 1.57 yrs (top quartile). Modified duration: 2.99 yrs (lower mid). Modified duration: 2.78 yrs (upper mid). Modified duration: 2.52 yrs (top quartile). Modified duration: 3.11 yrs (lower mid). Modified duration: 4.57 yrs (bottom quartile). Modified duration: 4.40 yrs (bottom quartile). Franklin India Corporate Debt Fund
ICICI Prudential Corporate Bond Fund
BNP Paribas Corporate Bond Fund
Bandhan Corporate Bond Fund
Kotak Corporate Bond Fund Standard
Nippon India Prime Debt Fund
Sundaram Corporate Bond Fund
Invesco India Corporate Bond Fund
Aditya Birla Sun Life Corporate Bond Fund
HDFC Corporate Bond Fund
100 ਕਰੋੜ , 3 ਸਾਲ ਤੋਂ ਵੱਧ ਲਈ ਫੰਡ ਪ੍ਰਬੰਧਨ ਅਤੇ ਕ੍ਰਮਬੱਧ ਕੀਤਾ ਗਿਆਪਿਛਲੇ 1 ਸਾਲ ਦੀ ਵਾਪਸੀ
1. Franklin India Corporate Debt Fund
Franklin India Corporate Debt Fund
Growth Launch Date 23 Jun 97 NAV (16 Apr 26) ₹104.218 ↓ -0.02 (-0.02 %) Net Assets (Cr) ₹1,350 on 28 Feb 26 Category Debt - Corporate Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0.79 Sharpe Ratio 1.35 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 7.43% Effective Maturity 6 Years 4 Months 19 Days Modified Duration 2 Years 11 Months 5 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 16 Apr 26 Duration Returns 1 Month 0.4% 3 Month 1.6% 6 Month 2.4% 1 Year 7.3% 3 Year 7.5% 5 Year 6.1% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.1% 2023 7.6% 2022 6.5% 2021 3.2% 2020 3.8% 2019 9% 2018 9.2% 2017 7.5% 2016 7.7% 2015 9% Fund Manager information for Franklin India Corporate Debt Fund
Name Since Tenure Data below for Franklin India Corporate Debt Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. ICICI Prudential Corporate Bond Fund
ICICI Prudential Corporate Bond Fund
Growth Launch Date 11 Aug 09 NAV (16 Apr 26) ₹31.1922 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹31,713 on 15 Mar 26 Category Debt - Corporate Bond AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.57 Sharpe Ratio 1.26 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7.26% Effective Maturity 6 Years Modified Duration 3 Years 5 Months 1 Day 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 16 Apr 26 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 2.3% 1 Year 5.9% 3 Year 7.6% 5 Year 6.5% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 8% 2022 7.6% 2021 4.5% 2020 4.1% 2019 10.4% 2018 9.9% 2017 6.4% 2016 6.3% 2015 9.8% Fund Manager information for ICICI Prudential Corporate Bond Fund
Name Since Tenure Data below for ICICI Prudential Corporate Bond Fund as on 15 Mar 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. BNP Paribas Corporate Bond Fund
BNP Paribas Corporate Bond Fund
Growth Launch Date 8 Nov 08 NAV (16 Apr 26) ₹28.6748 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹358 on 15 Mar 26 Category Debt - Corporate Bond AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 0.58 Sharpe Ratio 1.01 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 7.08% Effective Maturity 3 Years 6 Months 18 Days Modified Duration 2 Years 9 Months 4 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 16 Apr 26 Duration Returns 1 Month 0.7% 3 Month 1.4% 6 Month 1.9% 1 Year 5.8% 3 Year 7.5% 5 Year 5.7% 10 Year 15 Year Since launch 6.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.3% 2023 8.3% 2022 7% 2021 1.6% 2020 2.2% 2019 9.9% 2018 0.9% 2017 5.2% 2016 6.7% 2015 10.8% Fund Manager information for BNP Paribas Corporate Bond Fund
Name Since Tenure Data below for BNP Paribas Corporate Bond Fund as on 15 Mar 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Bandhan Corporate Bond Fund
Bandhan Corporate Bond Fund
Growth Launch Date 12 Jan 16 NAV (16 Apr 26) ₹20.0408 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹14,446 on 15 Mar 26 Category Debt - Corporate Bond AMC IDFC Asset Management Company Limited Rating Risk Moderate Expense Ratio 0.65 Sharpe Ratio 0.66 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.71% Effective Maturity 2 Years 3 Months 22 Days Modified Duration 1 Year 6 Months 25 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 16 Apr 26 Duration Returns 1 Month 0.8% 3 Month 1.7% 6 Month 2.3% 1 Year 5.5% 3 Year 7.1% 5 Year 5.9% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7.7% 2022 6.8% 2021 2.6% 2020 3.7% 2019 11.6% 2018 8.5% 2017 6.3% 2016 6.2% 2015 Fund Manager information for Bandhan Corporate Bond Fund
Name Since Tenure Data below for Bandhan Corporate Bond Fund as on 15 Mar 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Kotak Corporate Bond Fund Standard
Kotak Corporate Bond Fund Standard
Growth Launch Date 21 Sep 07 NAV (16 Apr 26) ₹3,926.95 ↑ 1.07 (0.03 %) Net Assets (Cr) ₹17,275 on 28 Feb 26 Category Debt - Corporate Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.67 Sharpe Ratio 0.87 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.29% Effective Maturity 4 Years 1 Month 28 Days Modified Duration 2 Years 11 Months 26 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 16 Apr 26 Duration Returns 1 Month 0.4% 3 Month 1.2% 6 Month 1.8% 1 Year 5.4% 3 Year 7.3% 5 Year 6.2% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 8.3% 2022 6.9% 2021 3.7% 2020 3.8% 2019 9.7% 2018 9.6% 2017 7.5% 2016 6.9% 2015 9.4% Fund Manager information for Kotak Corporate Bond Fund Standard
Name Since Tenure Data below for Kotak Corporate Bond Fund Standard as on 28 Feb 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Nippon India Prime Debt Fund
Nippon India Prime Debt Fund
Growth Launch Date 14 Sep 00 NAV (16 Apr 26) ₹62.3519 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹8,950 on 28 Feb 26 Category Debt - Corporate Bond AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.71 Sharpe Ratio 0.79 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7.19% Effective Maturity 3 Years 5 Months 1 Day Modified Duration 2 Years 9 Months 11 Days 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 16 Apr 26 Duration Returns 1 Month 0.5% 3 Month 1.3% 6 Month 1.7% 1 Year 5.2% 3 Year 7.4% 5 Year 6.5% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 8.4% 2022 7.1% 2021 4.3% 2020 4.7% 2019 9.5% 2018 7.8% 2017 6.9% 2016 6.6% 2015 9.1% Fund Manager information for Nippon India Prime Debt Fund
Name Since Tenure Data below for Nippon India Prime Debt Fund as on 28 Feb 26
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 (16 Apr 26) ₹41.6725 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹625 on 15 Mar 26 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.54 Sharpe Ratio 0.71 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.15% Effective Maturity 3 Years 2 Months 19 Days Modified Duration 2 Years 6 Months 7 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 16 Apr 26 Duration Returns 1 Month 0.6% 3 Month 1.1% 6 Month 1.6% 1 Year 5% 3 Year 6.9% 5 Year 5.9% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 8% 2022 6.3% 2021 3.7% 2020 3.5% 2019 11% 2018 11.3% 2017 4.8% 2016 5.4% 2015 11.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Data below for Sundaram Corporate Bond Fund as on 15 Mar 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Invesco India Corporate Bond Fund
Invesco India Corporate Bond Fund
Growth Launch Date 2 Aug 07 NAV (16 Apr 26) ₹3,291.46 ↑ 0.64 (0.02 %) Net Assets (Cr) ₹6,099 on 28 Feb 26 Category Debt - Corporate Bond AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderate Expense Ratio 0.67 Sharpe Ratio 0.64 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7% Effective Maturity 4 Years 11 Days Modified Duration 3 Years 1 Month 10 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 16 Apr 26 Duration Returns 1 Month 0.3% 3 Month 1% 6 Month 1.5% 1 Year 4.8% 3 Year 7% 5 Year 5.8% 10 Year 15 Year Since launch 6.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 8.1% 2022 6.7% 2021 2.9% 2020 3.4% 2019 10.1% 2018 11.1% 2017 4% 2016 1.8% 2015 14.1% Fund Manager information for Invesco India Corporate Bond Fund
Name Since Tenure Data below for Invesco India Corporate Bond Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Aditya Birla Sun Life Corporate Bond Fund
Aditya Birla Sun Life Corporate Bond Fund
Growth Launch Date 3 Mar 97 NAV (16 Apr 26) ₹116.93 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹27,913 on 28 Feb 26 Category Debt - Corporate Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.52 Sharpe Ratio 0.51 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 7.21% Effective Maturity 7 Years 4 Days Modified Duration 4 Years 6 Months 25 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 16 Apr 26 Duration Returns 1 Month 0.3% 3 Month 1.2% 6 Month 1.5% 1 Year 4.7% 3 Year 7.3% 5 Year 6.3% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 8.5% 2022 7.3% 2021 4.1% 2020 4% 2019 11.9% 2018 9.6% 2017 7% 2016 6.5% 2015 10.2% 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 28 Feb 26
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 (16 Apr 26) ₹33.6516 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹33,200 on 28 Feb 26 Category Debt - Corporate Bond AMC HDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.6 Sharpe Ratio 0.52 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load NIL Yield to Maturity 7.24% Effective Maturity 7 Years 6 Months Modified Duration 4 Years 4 Months 24 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 16 Apr 26 Duration Returns 1 Month 0.3% 3 Month 1% 6 Month 1.3% 1 Year 4.6% 3 Year 7.2% 5 Year 6.1% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.3% 2023 8.6% 2022 7.2% 2021 3.3% 2020 3.9% 2019 11.8% 2018 10.3% 2017 6.5% 2016 6.5% 2015 10.6% Fund Manager information for HDFC Corporate Bond Fund
Name Since Tenure Data below for HDFC Corporate Bond Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ਕਾਰਪੋਰੇਟ ਬਾਂਡਾਂ ਦੀਆਂ ਵਧੀਕ ਵਿਸ਼ੇਸ਼ਤਾਵਾਂ
ਕੂਪਨ ਵਿਆਜ
ਕੂਪਨ (ਵਿਆਜ) ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡਾਂ ਦੀਆਂ ਵਿਸ਼ੇਸ਼ਤਾਵਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈ। ਜਦੋਂ ਕੋਈ ਬਾਂਡ ਖਰੀਦਦਾ ਹੈ, ਤਾਂ ਕੰਪਨੀ ਉਹਨਾਂ ਨੂੰ ਨਿਯਮਿਤ ਤੌਰ 'ਤੇ ਵਿਆਜ ਅਦਾ ਕਰਦੀ ਹੈ ਜਦੋਂ ਤੱਕ ਉਹ ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਤੋਂ ਬਾਹਰ ਨਹੀਂ ਨਿਕਲਦੇ। ਇਸ ਵਿਆਜ ਨੂੰ ਕੂਪਨ ਕਿਹਾ ਜਾਂਦਾ ਹੈ। ਕੂਪਨ ਵਿਆਜ ਬਰਾਬਰ ਮੁੱਲ ਦਾ ਇੱਕ ਖਾਸ ਪ੍ਰਤੀਸ਼ਤ ਹੈ।
ਪਰਿਪੱਕਤਾ ਤੱਕ ਉਪਜ (YTM)
ytm ਸਾਲਾਨਾ ਰਿਟਰਨ ਨੂੰ ਮਾਪਦਾ ਹੈਨਿਵੇਸ਼ਕ ਪਰਿਪੱਕਤਾ ਤੱਕ ਪ੍ਰਾਪਤ ਕਰੇਗਾ. ਪਰਿਪੱਕਤਾ ਤੱਕ ਉਪਜ ਇੱਕ ਬਾਂਡ ਦੀ ਸੰਭਾਵਿਤ ਵਾਪਸੀ ਦੀ ਤੁਲਨਾ ਕਰਨ ਦੀ ਆਗਿਆ ਦਿੰਦੀ ਹੈ। YTM ਜਿੰਨਾ ਵੱਡਾ ਹੋਵੇਗਾ, ਤੁਹਾਡੇ ਰਿਟਰਨ ਵੱਧ ਹੋਣਗੇ ਅਤੇ ਇਸਦੇ ਉਲਟ।
ਮੌਜੂਦਾ ਉਪਜ
ਇਹ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਬਾਂਡਾਂ ਦੁਆਰਾ ਪੈਦਾ ਕੀਤੀ ਵਿਆਜ ਆਮਦਨ ਦਾ ਇੱਕ ਮਾਪ ਹੈ। ਉਦਾਹਰਨ ਲਈ, ਜੇਕਰਕੂਪਨ ਦਰ INR 1000 ਬਰਾਬਰ ਮੁੱਲ ਵਾਲੇ ਬਾਂਡ ਦਾ20 ਪ੍ਰਤੀਸ਼ਤ, ਫਿਰ ਜਾਰੀਕਰਤਾ ਨੂੰ ਤੁਹਾਨੂੰ ਸਾਲਾਨਾ ਵਿਆਜ ਵਜੋਂ INR 200 ਦਾ ਭੁਗਤਾਨ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ।
ਟੈਕਸ ਦੇ ਪ੍ਰਭਾਵ
ਜੇਕਰ ਤੁਸੀਂ ਤਿੰਨ ਸਾਲਾਂ ਤੱਕ ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਰੱਖਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈ ਭੁਗਤਾਨ ਕਰਨਾ ਪਵੇਗਾਪੂੰਜੀ ਲਾਭ ਦੇ30 ਪ੍ਰਤੀਸ਼ਤ। ਅਤੇ ਜੇਕਰ ਤੁਸੀਂ ਤਿੰਨ ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਸਮੇਂ ਲਈ ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਰੱਖਦੇ ਹੋ, ਤਾਂ ਰਿਟਰਨ 'ਤੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਪੂੰਜੀ ਲਾਭ ਦੇ ਤਹਿਤ ਟੈਕਸ ਲਗਾਇਆ ਜਾਂਦਾ ਹੈ, ਭਾਵ,20 ਸੂਚਕਾਂਕ ਲਾਭ ਦੇ ਨਾਲ ਪ੍ਰਤੀਸ਼ਤ।
ਕਾਰਪੋਰੇਟ ਬਾਂਡ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
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ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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Research Highlights for Franklin India Corporate Debt Fund