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10 മികച്ച പ്രകടനം നടത്തുന്ന കോർപ്പറേറ്റ് ബോണ്ട് മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | Fincash.com

ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ »കോർപ്പറേറ്റ് ബോണ്ട് ഫണ്ടുകൾ

2022 - 2023 നിക്ഷേപിക്കാൻ 10 കോർപ്പറേറ്റ് ബോണ്ട് മ്യൂച്വൽ ഫണ്ടുകൾ

Updated on February 5, 2025 , 101036 views

സമീപ വർഷങ്ങളിൽ, ഒരു പുതിയ റൂട്ട്നിക്ഷേപിക്കുന്നു നേരിട്ട് കമ്പനികളിൽ കോർപ്പറേറ്റ് വഴി തുറന്നുബോണ്ടുകൾ. കോർപ്പറേറ്റ് ബോണ്ട് ഫണ്ടുകൾ പ്രധാനമായും പ്രധാന കമ്പനികൾ നൽകുന്ന കടത്തിന്റെ സർട്ടിഫിക്കറ്റാണ്. ബിസിനസുകൾക്കായി പണം സ്വരൂപിക്കുന്നതിനുള്ള മാർഗമായാണ് ഇവ പുറത്തിറക്കുന്നത്.

കോർപ്പറേറ്റ് ബോണ്ട് ഫണ്ടുകൾ നല്ല വരുമാനവും കുറഞ്ഞ റിസ്ക് തരത്തിലുള്ള നിക്ഷേപവും വരുമ്പോൾ ഒരു മികച്ച ഓപ്ഷനാണ്. നിക്ഷേപകർക്ക് സ്ഥിരമായി സമ്പാദിക്കാംവരുമാനം നിങ്ങളുടെ ഫിക്സഡ് ഡിപ്പോസിറ്റുകളിൽ (എഫ്ഡി) പലിശയായി നിങ്ങൾക്ക് ലഭിക്കുന്നതിനേക്കാൾ കൂടുതലാണിത്.

തകരുമെന്ന ഭീഷണിയുള്ള കമ്പനികളും സാധാരണയായി ഉയർന്ന പലിശനിരക്ക് വാഗ്ദാനം ചെയ്യുന്നു. കോർപ്പറേറ്റ് ബോണ്ട് ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ താൽപ്പര്യമുള്ള നിക്ഷേപകർക്ക് ലേഖനത്തിൽ ചുവടെയുള്ള സ്കീമുകൾ പരിഗണിക്കാവുന്നതാണ്.

കോർപ്പറേറ്റ് ബോണ്ട് ഫണ്ടുകളുടെ തരങ്ങൾ

രണ്ട് തരത്തിലുള്ള ഫണ്ടുകൾ ഉണ്ട് -

  • ഉയർന്ന റേറ്റിംഗ് ഉള്ള കമ്പനികളിൽ നിക്ഷേപിക്കുന്ന കോർപ്പറേറ്റ് ബോണ്ടുകൾ, അതായത് - പൊതുമേഖലാ യൂണിറ്റ് (PSU) കമ്പനികളിലും ബാങ്കുകളിലും
  • കോർപ്പറേറ്റ് ബോണ്ടുകൾ 'AA-' പോലെയുള്ള കുറച്ച് കുറഞ്ഞ നിരക്കിലുള്ള കമ്പനികളിൽ നിക്ഷേപിക്കുന്നു

കോർപ്പറേറ്റ് ബോണ്ടുകളിൽ ആരാണ് നിക്ഷേപിക്കേണ്ടത്?

ഉയർന്ന നിക്ഷേപം തേടുന്ന നിക്ഷേപകർക്ക് ഈ ഫണ്ടുകൾ നല്ലൊരു ഓപ്ഷനാണ്സ്ഥിര വരുമാനം അതുപോലെ സുരക്ഷിതമായ നിക്ഷേപവും. കോർപ്പറേറ്റ് ബോണ്ടുകൾ ഉറപ്പാക്കുന്നുമൂലധനം സംരക്ഷണം. നിങ്ങൾ ഈ ഫണ്ടിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുകയാണെങ്കിൽ, ഒപ്റ്റിമൽ റിട്ടേൺ നേടുന്നതിനായി ഭൂരിഭാഗം ഫണ്ടുകളും ഉയർന്ന നിലവാരമുള്ള ഡെറ്റ് ഉപകരണങ്ങളിൽ ഇടുന്നതാണ് ഉചിതം.

കോർപ്പറേറ്റ് ബോണ്ട് ഫണ്ടുകളുടെ സവിശേഷതകൾ

ബോണ്ടിന്റെ വില

ഓരോ ബോണ്ടിനും ഒരു വിലയുണ്ട്. ഒരാൾ വാങ്ങാൻ തിരഞ്ഞെടുക്കുന്ന സമയത്തെ അടിസ്ഥാനമാക്കി ഒരേ ബോണ്ട് വ്യത്യസ്ത വിലകളിൽ വാങ്ങാം.

മൂല്യം അനുസരിച്ച്

മൂല്യം പ്രകാരം അടിസ്ഥാനപരമായി ലോൺ പ്രിൻസിപ്പൽ ആണ്. ഇത് കമ്പനിയുടെ തുകയാണ്, അതായത്, ബോണ്ട് കാലാവധി പൂർത്തിയാകുമ്പോൾ ബോണ്ട് ഇഷ്യൂവർ നിങ്ങൾക്ക് നൽകുന്നു. ഇന്ത്യയിൽ, ഒരു കോർപ്പറേറ്റ് ബോണ്ട്വഴി മൂല്യം സാധാരണയായി INR 1000 ആണ്.

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മുൻനിര റേറ്റുചെയ്ത കോർപ്പറേറ്റ് ബോണ്ട് മ്യൂച്വൽ ഫണ്ടുകൾ FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Corporate Bond Fund Growth ₹31.4081
↓ -0.02
₹32,3741.848.56.78.67.47%3Y 10M 17D6Y 25D
Aditya Birla Sun Life Corporate Bond Fund Growth ₹108.938
↓ -0.09
₹24,9791.83.98.36.98.57.51%3Y 6M 29D5Y 3M 11D
Nippon India Prime Debt Fund Growth ₹57.7606
↓ -0.04
₹6,5661.848.36.98.47.42%3Y 10M 13D5Y 1M 13D
BNP Paribas Corporate Bond Fund Growth ₹26.4318
↓ -0.02
₹2141.94.18.26.28.37.35%3Y 7M 17D4Y 11M 23D
Kotak Corporate Bond Fund Standard Growth ₹3,636.46
↓ -2.61
₹14,1501.83.98.26.58.37.49%3Y 3M 22D5Y 29D
ICICI Prudential Corporate Bond Fund Growth ₹28.7607
↓ -0.01
₹29,1181.83.88.17.187.61%2Y 4M 24D3Y 10M 17D
L&T Triple Ace Bond Fund Growth ₹70.4489
↓ -0.04
₹5,7031.83.986.38.17.33%2Y 11M 16D3Y 6M 29D
Invesco India Corporate Bond Fund Growth ₹3,063.42
↓ -2.83
₹5,6711.83.886.28.17.39%3Y 9M 22D5Y 2M 26D
Sundaram Corporate Bond Fund Growth ₹38.7204
↓ -0.03
₹7121.83.87.96.287.33%3Y 9M5Y 7M 4D
IDFC Corporate Bond Fund Growth ₹18.5349
↓ -0.02
₹13,8221.83.87.75.97.77.33%3Y 18D4Y 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Feb 25
*പട്ടികമികച്ച മ്യൂച്വൽ ഫണ്ടുകൾ അറ്റ ആസ്തികൾ/ എയുഎം കൂടുതലുള്ളത്100 കോടി , 3 വർഷത്തിൽ കൂടുതലുള്ള ഫണ്ടിംഗ് & അടുക്കികഴിഞ്ഞ 1 വർഷത്തെ റിട്ടേൺ

1. HDFC Corporate Bond Fund

(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.

HDFC Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 29 Jun 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8.1% since its launch.  Ranked 2 in Corporate Bond category.  Return for 2024 was 8.6% , 2023 was 7.2% and 2022 was 3.3% .

Below is the key information for HDFC Corporate Bond Fund

HDFC Corporate Bond Fund
Growth
Launch Date 29 Jun 10
NAV (07 Feb 25) ₹31.4081 ↓ -0.02   (-0.07 %)
Net Assets (Cr) ₹32,374 on 31 Dec 24
Category Debt - Corporate Bond
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.59
Sharpe Ratio 2.21
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load NIL
Yield to Maturity 7.47%
Effective Maturity 6 Years 25 Days
Modified Duration 3 Years 10 Months 17 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,091
31 Jan 22₹11,543
31 Jan 23₹11,958
31 Jan 24₹12,850
31 Jan 25₹13,953

HDFC Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for HDFC Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 4%
1 Year 8.5%
3 Year 6.7%
5 Year 6.7%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 8.6%
Fund Manager information for HDFC Corporate Bond Fund
NameSinceTenure
Anupam Joshi27 Oct 159.27 Yr.
Dhruv Muchhal22 Jun 231.62 Yr.

Data below for HDFC Corporate Bond Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash2.67%
Debt97.06%
Other0.27%
Debt Sector Allocation
SectorValue
Corporate61.58%
Government35.48%
Cash Equivalent2.67%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.23% Govt Stock 2039
Sovereign Bonds | -
8%₹2,519 Cr245,500,000
↓ -62,000,000
7.93% Govt Stock 2033
Sovereign Bonds | -
4%₹1,286 Cr125,000,000
7.53% Govt Stock 2034
Sovereign Bonds | -
3%₹817 Cr81,000,000
↑ 2,500,000
State Bank Of India
Debentures | -
2%₹796 Cr800
Mangalore Refinery And Petrochemicals Limited
Debentures | -
2%₹559 Cr5,670
HDFC Bank Limited
Debentures | -
2%₹509 Cr50,000
Bajaj Housing Finance Limited
Debentures | -
2%₹503 Cr50,000
Ncd Small Industries Development Bank Of India
Debentures | -
2%₹500 Cr50,000
↑ 50,000
LIC Housing Finance Limited
Debentures | -
2%₹499 Cr5,000
Reliance Industries Limited
Debentures | -
2%₹498 Cr4,750
↓ -250

2. Aditya Birla Sun Life Corporate Bond Fund

(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.

Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8.9% since its launch.  Ranked 1 in Corporate Bond category.  Return for 2024 was 8.5% , 2023 was 7.3% and 2022 was 4.1% .

Below is the key information for Aditya Birla Sun Life Corporate Bond Fund

Aditya Birla Sun Life Corporate Bond Fund
Growth
Launch Date 3 Mar 97
NAV (07 Feb 25) ₹108.938 ↓ -0.09   (-0.08 %)
Net Assets (Cr) ₹24,979 on 31 Dec 24
Category Debt - Corporate Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.5
Sharpe Ratio 1.86
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.51%
Effective Maturity 5 Years 3 Months 11 Days
Modified Duration 3 Years 6 Months 29 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,088
31 Jan 22₹11,577
31 Jan 23₹12,077
31 Jan 24₹12,984
31 Jan 25₹14,097

Aditya Birla Sun Life Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Aditya Birla Sun Life Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 3.9%
1 Year 8.3%
3 Year 6.9%
5 Year 7%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 8.9%
Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund
NameSinceTenure
Kaustubh Gupta12 Apr 213.81 Yr.

Data below for Aditya Birla Sun Life Corporate Bond Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash3.95%
Debt95.79%
Other0.26%
Debt Sector Allocation
SectorValue
Corporate57.98%
Government37.61%
Cash Equivalent3.95%
Securitized0.2%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
11%₹2,663 Cr261,000,000
7.18% Govt Stock 2037
Sovereign Bonds | -
6%₹1,472 Cr144,324,100
7.1% Govt Stock 2034
Sovereign Bonds | -
6%₹1,435 Cr141,161,700
↑ 15,500,000
Small Industries Development Bank Of India
Debentures | -
3%₹769 Cr77,050
7.53% Govt Stock 2034
Sovereign Bonds | -
3%₹702 Cr69,637,700
Small Industries Development Bank Of India
Debentures | -
2%₹598 Cr6,000
Bajaj Housing Finance Limited
Debentures | -
2%₹558 Cr55,000
Bajaj Finance Limited
Debentures | -
2%₹452 Cr45,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹437 Cr43,500
Ncd Small Industries Development Bank Of India
Debentures | -
2%₹400 Cr40,000
↑ 40,000

3. Nippon India Prime Debt Fund

(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.

Nippon India Prime Debt Fund is a Debt - Corporate Bond fund was launched on 14 Sep 00. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.5% since its launch.  Ranked 20 in Corporate Bond category.  Return for 2024 was 8.4% , 2023 was 7.1% and 2022 was 4.3% .

Below is the key information for Nippon India Prime Debt Fund

Nippon India Prime Debt Fund
Growth
Launch Date 14 Sep 00
NAV (07 Feb 25) ₹57.7606 ↓ -0.04   (-0.07 %)
Net Assets (Cr) ₹6,566 on 31 Dec 24
Category Debt - Corporate Bond
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.69
Sharpe Ratio 1.75
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.42%
Effective Maturity 5 Years 1 Month 13 Days
Modified Duration 3 Years 10 Months 13 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,837
31 Jan 22₹11,389
31 Jan 23₹11,905
31 Jan 24₹12,775
31 Jan 25₹13,849

Nippon India Prime Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Nippon India Prime Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 4%
1 Year 8.3%
3 Year 6.9%
5 Year 6.7%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 8.7%
Fund Manager information for Nippon India Prime Debt Fund
NameSinceTenure
Vivek Sharma1 Feb 205.01 Yr.
Kinjal Desai25 May 186.7 Yr.

Data below for Nippon India Prime Debt Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash3.5%
Debt96.22%
Other0.28%
Debt Sector Allocation
SectorValue
Corporate63.97%
Government32.25%
Cash Equivalent3.5%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
9%₹524 Cr51,500,000
↓ -10,000,000
7.32% Govt Stock 2030
Sovereign Bonds | -
3%₹210 Cr20,500,000
7.18% Govt Stock 2037
Sovereign Bonds | -
3%₹189 Cr18,500,000
6.79% Govt Stock 2034
Sovereign Bonds | -
3%₹170 Cr17,000,000
INDIA UNIVERSAL TRUST AL2
Unlisted bonds | -
2%₹150 Cr150
INDIA UNIVERSAL TRUST AL1
Unlisted bonds | -
2%₹148 Cr150
Bajaj Housing Finance Limited
Debentures | -
2%₹143 Cr14,000
LIC Housing Finance Limited
Debentures | -
2%₹135 Cr13,500
Small Industries Development Bank Of India
Debentures | -
2%₹129 Cr13,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹128 Cr12,800

4. BNP Paribas Corporate Bond Fund

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.

BNP Paribas Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 8 Nov 08. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.2% since its launch.  Ranked 24 in Corporate Bond category.  Return for 2024 was 8.3% , 2023 was 7% and 2022 was 1.6% .

Below is the key information for BNP Paribas Corporate Bond Fund

BNP Paribas Corporate Bond Fund
Growth
Launch Date 8 Nov 08
NAV (07 Feb 25) ₹26.4318 ↓ -0.02   (-0.07 %)
Net Assets (Cr) ₹214 on 31 Dec 24
Category Debt - Corporate Bond
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderate
Expense Ratio 0.56
Sharpe Ratio 1.33
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 7.35%
Effective Maturity 4 Years 11 Months 23 Days
Modified Duration 3 Years 7 Months 17 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,898
31 Jan 22₹11,117
31 Jan 23₹11,352
31 Jan 24₹12,173
31 Jan 25₹13,206

BNP Paribas Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for BNP Paribas Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.8%
3 Month 1.9%
6 Month 4.1%
1 Year 8.2%
3 Year 6.2%
5 Year 5.6%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 7.2%
Fund Manager information for BNP Paribas Corporate Bond Fund
NameSinceTenure
Gurvinder Wasan21 Oct 240.28 Yr.
Vikram Pamnani10 Jul 240.56 Yr.

Data below for BNP Paribas Corporate Bond Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash6.66%
Debt93.08%
Other0.26%
Debt Sector Allocation
SectorValue
Corporate50.34%
Government40.39%
Cash Equivalent6.66%
Securitized2.36%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
9%₹20 Cr2,000,000
7.32% Govt Stock 2030
Sovereign Bonds | -
7%₹15 Cr1,500,000
Rec Limited
Debentures | -
6%₹12 Cr1,200
Indian Railway Finance Corporation Limited
Debentures | -
5%₹11 Cr110
Export Import Bank Of India
Debentures | -
5%₹10 Cr100
Hindustan Petroleum Corporation Limited
Debentures | -
5%₹10 Cr100
Power Finance Corporation Ltd.
Debentures | -
5%₹10 Cr1,000
Sundaram Bnp Paribas Home Finance Limited
Debentures | -
5%₹10 Cr1,000
Tata Capital Limited
Debentures | -
5%₹10 Cr1,000
GAil (India) Limited
Debentures | -
5%₹10 Cr100

5. Kotak Corporate Bond Fund Standard

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.

Kotak Corporate Bond Fund Standard is a Debt - Corporate Bond fund was launched on 21 Sep 07. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.7% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2024 was 8.3% , 2023 was 6.9% and 2022 was 3.7% .

Below is the key information for Kotak Corporate Bond Fund Standard

Kotak Corporate Bond Fund Standard
Growth
Launch Date 21 Sep 07
NAV (07 Feb 25) ₹3,636.46 ↓ -2.61   (-0.07 %)
Net Assets (Cr) ₹14,150 on 31 Dec 24
Category Debt - Corporate Bond
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.67
Sharpe Ratio 1.66
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.49%
Effective Maturity 5 Years 29 Days
Modified Duration 3 Years 3 Months 22 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,861
31 Jan 22₹11,316
31 Jan 23₹11,743
31 Jan 24₹12,588
31 Jan 25₹13,632

Kotak Corporate Bond Fund Standard SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Kotak Corporate Bond Fund Standard

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 3.9%
1 Year 8.2%
3 Year 6.5%
5 Year 6.3%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 8.8%
Fund Manager information for Kotak Corporate Bond Fund Standard
NameSinceTenure
Deepak Agrawal1 Feb 1510.01 Yr.
Manu Sharma1 Nov 222.25 Yr.

Data below for Kotak Corporate Bond Fund Standard as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash3.63%
Debt96.1%
Other0.27%
Debt Sector Allocation
SectorValue
Corporate57.46%
Government38.65%
Cash Equivalent3.63%
Credit Quality
RatingValue
AA0.35%
AAA99.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
13%₹1,867 Cr182,935,080
7.1% Govt Stock 2034
Sovereign Bonds | -
7%₹961 Cr94,470,308
↑ 6,000,000
Jamnagar Utilities & Power Private Limited
Debentures | -
4%₹582 Cr5,950
7.53% Govt Stock 2034
Sovereign Bonds | -
4%₹529 Cr52,500,000
National Bank For Agriculture And Rural Development
Debentures | -
3%₹480 Cr47,800
LIC Housing Finance Limited
Debentures | -
3%₹458 Cr4,550
Bajaj Finance Limited
Debentures | -
3%₹436 Cr43,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹419 Cr42,000
7.93% Govt Stock 2033
Sovereign Bonds | -
3%₹379 Cr36,812,177
HDFC Bank Limited
Debentures | -
3%₹373 Cr37,000

6. ICICI Prudential Corporate Bond Fund

(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.

ICICI Prudential Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 11 Aug 09. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 7 in Corporate Bond category.  Return for 2024 was 8% , 2023 was 7.6% and 2022 was 4.5% .

Below is the key information for ICICI Prudential Corporate Bond Fund

ICICI Prudential Corporate Bond Fund
Growth
Launch Date 11 Aug 09
NAV (07 Feb 25) ₹28.7607 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹29,118 on 31 Dec 24
Category Debt - Corporate Bond
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.57
Sharpe Ratio 2.21
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.61%
Effective Maturity 3 Years 10 Months 17 Days
Modified Duration 2 Years 4 Months 24 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,973
31 Jan 22₹11,414
31 Jan 23₹11,974
31 Jan 24₹12,906
31 Jan 25₹13,945

ICICI Prudential Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for ICICI Prudential Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 3.8%
1 Year 8.1%
3 Year 7.1%
5 Year 6.8%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 8.8%
Fund Manager information for ICICI Prudential Corporate Bond Fund
NameSinceTenure
Manish Banthia22 Jan 241.03 Yr.
Ritesh Lunawat22 Jan 241.03 Yr.

Data below for ICICI Prudential Corporate Bond Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash5.2%
Debt94.53%
Other0.27%
Debt Sector Allocation
SectorValue
Corporate62.56%
Government31.97%
Cash Equivalent5.2%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
10%₹2,950 Cr290,127,880
7.93% Govt Stock 2033
Sovereign Bonds | -
7%₹2,104 Cr204,579,630
↓ -714,300
National Bank For Agriculture And Rural Development
Debentures | -
3%₹963 Cr96,500
↑ 2,500
Pipeline Infrastructure Private Limited
Debentures | -
3%₹818 Cr80,500
Bharat Petroleum Corporation Limited
Debentures | -
2%₹590 Cr59,000
Small Industries Development Bank Of India
Debentures | -
2%₹558 Cr5,600
↓ -750
6.79% Govt Stock 2034
Sovereign Bonds | -
2%₹532 Cr53,323,500
↑ 9,551,800
INDIA UNIVERSAL TRUST AL1
Unlisted bonds | -
2%₹531 Cr535
Small Industries Development Bank Of India
Debentures | -
2%₹525 Cr5,250
LIC Housing Finance Ltd
Debentures | -
2%₹518 Cr5,000

7. L&T Triple Ace Bond Fund

To generate regular and stable income for the unitholders of the Scheme. The corpus of the scheme would be invested primarily in debt market securities such as nonconvertible debentures, bonds issued by corporates, bank and government, commercial paper, certificate of deposits and other money market instruments. The scheme would invest predominantly in securities rated by the Credit Rating and Information Services of India Limited (CRISIL), or any other rating agency.

L&T Triple Ace Bond Fund is a Debt - Corporate Bond fund was launched on 9 Jun 97. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 39 in Corporate Bond category.  Return for 2024 was 8.1% , 2023 was 6.4% and 2022 was 2.2% .

Below is the key information for L&T Triple Ace Bond Fund

L&T Triple Ace Bond Fund
Growth
Launch Date 9 Jun 97
NAV (07 Feb 25) ₹70.4489 ↓ -0.04   (-0.06 %)
Net Assets (Cr) ₹5,703 on 31 Dec 24
Category Debt - Corporate Bond
AMC L&T Investment Management Ltd
Rating
Risk Moderate
Expense Ratio 0.64
Sharpe Ratio 1.2
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.33%
Effective Maturity 3 Years 6 Months 29 Days
Modified Duration 2 Years 11 Months 16 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,178
31 Jan 22₹11,549
31 Jan 23₹11,906
31 Jan 24₹12,713
31 Jan 25₹13,737

L&T Triple Ace Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for L&T Triple Ace Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.8%
3 Month 1.8%
6 Month 3.9%
1 Year 8%
3 Year 6.3%
5 Year 6.2%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 8.1%
2022 6.4%
2021 2.2%
2020 3.8%
2019 12.4%
2018 12.6%
2017 6%
2016 1.6%
2015 12.4%
2014 4.5%
Fund Manager information for L&T Triple Ace Bond Fund
NameSinceTenure
Kapil Punjabi1 May 240.76 Yr.
Shriram Ramanathan30 Jun 1410.6 Yr.

Data below for L&T Triple Ace Bond Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash1.48%
Debt98.18%
Other0.34%
Debt Sector Allocation
SectorValue
Corporate49.77%
Government48.41%
Cash Equivalent1.48%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38% Govt Stock 2027
Sovereign Bonds | -
6%₹316 Cr31,000,000
Indian Oil Corporation Limited
Debentures | -
5%₹314 Cr3,069
Power Grid Corporation Of India Limited
Debentures | -
5%₹290 Cr2,700
HDFC Bank Limited
Debentures | -
4%₹242 Cr2,350
Ntpc Limited
Debentures | -
4%₹224 Cr2,150
7.37% Govt Stock 2028
Sovereign Bonds | -
4%₹213 Cr20,500,000
National Highways Authority Of India
Debentures | -
4%₹203 Cr1,950
7.06% Govt Stock 2028
Sovereign Bonds | -
3%₹190 Cr18,500,000
↑ 2,500,000
Housing And Urban Development Corporation Limited
Debentures | -
3%₹176 Cr1,650
LIC Housing Finance Ltd
Debentures | -
3%₹168 Cr1,550

8. Invesco India Corporate Bond Fund

(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.

Invesco India Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 2 Aug 07. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.6% since its launch.  Ranked 27 in Corporate Bond category.  Return for 2024 was 8.1% , 2023 was 6.7% and 2022 was 2.9% .

Below is the key information for Invesco India Corporate Bond Fund

Invesco India Corporate Bond Fund
Growth
Launch Date 2 Aug 07
NAV (07 Feb 25) ₹3,063.42 ↓ -2.83   (-0.09 %)
Net Assets (Cr) ₹5,671 on 31 Dec 24
Category Debt - Corporate Bond
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderate
Expense Ratio 0.66
Sharpe Ratio 1.26
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.39%
Effective Maturity 5 Years 2 Months 26 Days
Modified Duration 3 Years 9 Months 22 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,879
31 Jan 22₹11,302
31 Jan 23₹11,655
31 Jan 24₹12,461
31 Jan 25₹13,471

Invesco India Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Invesco India Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 3.8%
1 Year 8%
3 Year 6.2%
5 Year 6%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 5.2%
Fund Manager information for Invesco India Corporate Bond Fund
NameSinceTenure
Krishna Cheemalapati16 Dec 204.13 Yr.
Vikas Garg26 Sep 204.35 Yr.

Data below for Invesco India Corporate Bond Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash4.57%
Debt95.16%
Other0.26%
Debt Sector Allocation
SectorValue
Corporate51.42%
Government43.75%
Cash Equivalent4.57%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
7%₹375 Cr36,786,700
7.1% Govt Stock 2034
Sovereign Bonds | -
5%₹301 Cr29,612,600
7.18% Govt Stock 2037
Sovereign Bonds | -
4%₹210 Cr20,550,000
Small Industries Development Bank Of India
Debentures | -
3%₹174 Cr17,500,000
7.32% Govt Stock 2030
Sovereign Bonds | -
2%₹138 Cr13,500,000
Sikka Ports & Terminals Limited
Debentures | -
2%₹133 Cr13,500,000
6.79% Govt Stock 2034
Sovereign Bonds | -
2%₹126 Cr12,591,100
↓ -3,000,000
Indian Railway Finance Corporation Limited
Debentures | -
2%₹117 Cr11,700,000
National Bank for Agriculture and Rural Development 7.68%
Domestic Bonds | -
2%₹113 Cr11,200,000
LIC Housing Finance Ltd
Debentures | -
2%₹111 Cr11,000,000

9. Sundaram Corporate Bond Fund

(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.

Sundaram Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2024 was 8% , 2023 was 6.3% and 2022 was 3.7% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (07 Feb 25) ₹38.7204 ↓ -0.03   (-0.09 %)
Net Assets (Cr) ₹712 on 31 Dec 24
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.51
Sharpe Ratio 1.13
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.33%
Effective Maturity 5 Years 7 Months 4 Days
Modified Duration 3 Years 9 Months

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,962
31 Jan 22₹11,415
31 Jan 23₹11,861
31 Jan 24₹12,617
31 Jan 25₹13,627

Sundaram Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Sundaram Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 3.8%
1 Year 7.9%
3 Year 6.2%
5 Year 6.2%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 8.7%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1014.52 Yr.
Sandeep Agarwal1 Jun 1212.68 Yr.

Data below for Sundaram Corporate Bond Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash8.58%
Debt91.02%
Other0.4%
Debt Sector Allocation
SectorValue
Corporate52.86%
Government38.16%
Cash Equivalent8.58%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
11%₹75 Cr7,400,000
↓ -600,000
Small Industries Development Bank Of India
Debentures | -
7%₹51 Cr5,000
Indian Railway Finance Corporation Limited
Debentures | -
6%₹40 Cr4,000
National Housing Bank
Debentures | -
6%₹40 Cr4,000
LIC Housing Finance Limited
Debentures | -
4%₹30 Cr300
Power Finance Corporation Ltd.
Debentures | -
4%₹25 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
4%₹25 Cr2,500
HDFC Bank Limited
Debentures | -
4%₹25 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
4%₹25 Cr2,500
↑ 2,500
Rural Electrification Corporation Limited
Debentures | -
4%₹25 Cr2,500

10. IDFC Corporate Bond Fund

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.

IDFC Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 12 Jan 16. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7% since its launch.  Return for 2024 was 7.7% , 2023 was 6.8% and 2022 was 2.6% .

Below is the key information for IDFC Corporate Bond Fund

IDFC Corporate Bond Fund
Growth
Launch Date 12 Jan 16
NAV (07 Feb 25) ₹18.5349 ↓ -0.02   (-0.08 %)
Net Assets (Cr) ₹13,822 on 31 Dec 24
Category Debt - Corporate Bond
AMC IDFC Asset Management Company Limited
Rating Not Rated
Risk Moderate
Expense Ratio 0.61
Sharpe Ratio 0.89
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.33%
Effective Maturity 4 Years 4 Days
Modified Duration 3 Years 18 Days

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,059
31 Jan 22₹11,525
31 Jan 23₹11,848
31 Jan 24₹12,678
31 Jan 25₹13,655

IDFC Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for IDFC Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

DurationReturns
1 Month 0.6%
3 Month 1.8%
6 Month 3.8%
1 Year 7.7%
3 Year 5.9%
5 Year 6.3%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
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
2014
Fund Manager information for IDFC Corporate Bond Fund
NameSinceTenure
Suyash Choudhary28 Jul 213.52 Yr.
Gautam Kaul1 Dec 213.17 Yr.
Brijesh Shah10 Jun 240.65 Yr.

Data below for IDFC Corporate Bond Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash6.58%
Debt93.11%
Other0.3%
Debt Sector Allocation
SectorValue
Government50.53%
Corporate42.58%
Cash Equivalent6.58%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
17%₹2,418 Cr237,000,000
7.1% Govt Stock 2034
Sovereign Bonds | -
9%₹1,235 Cr121,500,000
National Housing Bank
Debentures | -
6%₹866 Cr86,500,000
Bajaj Housing Finance Ltd. 7.78%
Debentures | -
6%₹799 Cr80,000,000
Export-Import Bank of India 7.4%
Domestic Bonds | -
4%₹526 Cr52,350,000
↓ -27,500,000
Indian Railway Finance Corporation Limited
Debentures | -
3%₹472 Cr47,500,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹274 Cr27,500,000
↓ -7,500,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹264 Cr26,500,000
Bajaj Housing Finance Limited
Debentures | -
2%₹255 Cr25,500,000
Grasim Industries Limited
Debentures | -
2%₹251 Cr25,000,000

കോർപ്പറേറ്റ് ബോണ്ടുകളുടെ അധിക സവിശേഷതകൾ

കൂപ്പൺ പലിശ

കോർപ്പറേറ്റ് ബോണ്ട് ഫണ്ടുകളുടെ സവിശേഷതകളിലൊന്നാണ് കൂപ്പൺ (പലിശ). ഒരാൾ ഒരു ബോണ്ട് വാങ്ങുമ്പോൾ, അവർ കോർപ്പറേറ്റ് ബോണ്ടിൽ നിന്ന് പുറത്തുകടക്കുന്നതുവരെ കമ്പനി അവർക്ക് പതിവായി പലിശ നൽകുന്നു. ഈ താൽപ്പര്യത്തെ കൂപ്പൺ എന്ന് വിളിക്കുന്നു. കൂപ്പൺ പലിശ തുല്യ മൂല്യത്തിന്റെ ഒരു പ്രത്യേക ശതമാനമാണ്.

യീൽഡ് ടു മെച്യൂരിറ്റി (YTM)

ytm വാർഷിക വരുമാനം അളക്കുന്നുനിക്ഷേപകൻ മെച്യൂരിറ്റി വരെ ലഭിക്കും. മെച്യൂരിറ്റിയിലേക്കുള്ള യീൽഡ് ഒരു ബോണ്ടിന്റെ പ്രതീക്ഷിക്കുന്ന വരുമാനം താരതമ്യം ചെയ്യാൻ ഒരാളെ അനുവദിക്കുന്നു. YTM കൂടുന്നതിനനുസരിച്ച്, നിങ്ങളുടെ വരുമാനം ഉയർന്നതായിരിക്കും, തിരിച്ചും.

നിലവിലെ വിളവ്

പോർട്ട്‌ഫോളിയോയിലെ ബോണ്ടുകൾ സൃഷ്ടിക്കുന്ന പലിശ വരുമാനത്തിന്റെ അളവാണിത്. ഉദാഹരണത്തിന്, എങ്കിൽകൂപ്പൺ നിരക്ക് 1000 രൂപ തുല്യ മൂല്യമുള്ള ഒരു ബോണ്ടിന്റെ20 ശതമാനം, തുടർന്ന് ഇഷ്യൂവർ നിങ്ങൾക്ക് വാർഷിക പലിശയായി 200 രൂപ നൽകണം.

നികുതി പ്രത്യാഘാതങ്ങൾ

നിങ്ങൾ മൂന്ന് വർഷം വരെ കോർപ്പറേറ്റ് ബോണ്ടുകൾ കൈവശം വയ്ക്കുകയാണെങ്കിൽ, നിങ്ങൾ ഹ്രസ്വകാലത്തേക്ക് അടയ്‌ക്കേണ്ടതുണ്ട്മൂലധന നേട്ടം യുടെ30 ശതമാനം. നിങ്ങൾ മൂന്ന് വർഷത്തിൽ കൂടുതൽ കോർപ്പറേറ്റ് ബോണ്ടുകൾ കൈവശം വയ്ക്കുകയാണെങ്കിൽ, റിട്ടേണുകൾക്ക് ദീർഘകാല മൂലധന നേട്ടത്തിന് കീഴിൽ നികുതി ചുമത്തപ്പെടും, അതായത്,20 ഇൻഡെക്സേഷൻ ആനുകൂല്യത്തോടെയുള്ള ശതമാനം.

കോർപ്പറേറ്റ് ബോണ്ട് ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

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