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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 November 27, 2024 , 100873 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
Aditya Birla Sun Life Corporate Bond Fund Growth ₹107.469
↑ 0.15
₹23,3372.14.58.86.57.37.49%3Y 9M 18D5Y 7M 13D
Nippon India Prime Debt Fund Growth ₹56.9788
↑ 0.09
₹6,3122.14.48.76.67.17.41%4Y 5Y 3M 22D
HDFC Corporate Bond Fund Growth ₹30.9827
↑ 0.03
₹32,0722.14.48.76.27.27.4%4Y 7D6Y 2M 5D
Kotak Corporate Bond Fund Standard Growth ₹3,587.1
↑ 4.75
₹14,16324.38.56.16.97.43%3Y 3M 7D5Y 4D
BNP Paribas Corporate Bond Fund Growth ₹26.023
↑ 0.03
₹19624.38.55.477.2%3Y 9M 11D5Y 2M 12D
Invesco India Corporate Bond Fund Growth ₹3,021.6
↑ 4.56
₹5,6441.94.28.45.76.77.32%3Y 10M 6D5Y 3M 14D
L&T Triple Ace Bond Fund Growth ₹69.4855
↑ 0.08
₹6,5721.94.28.35.46.47.27%3Y 3M 25D4Y 22D
Sundaram Corporate Bond Fund Growth ₹38.2108
↑ 0.05
₹74024.38.35.86.37.28%4Y 1M 13D6Y 3M 11D
ICICI Prudential Corporate Bond Fund Growth ₹28.3817
↑ 0.02
₹27,1641.94.18.26.57.67.63%2Y 3M 25D3Y 10M 6D
Franklin India Corporate Debt Fund Growth ₹93.7852
↑ 0.06
₹76524.17.75.66.57.46%2Y 8M 5D3Y 8M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Nov 24
*പട്ടികമികച്ച മ്യൂച്വൽ ഫണ്ടുകൾ അറ്റ ആസ്തികൾ/ എയുഎം കൂടുതലുള്ളത്100 കോടി , 3 വർഷത്തിൽ കൂടുതലുള്ള ഫണ്ടിംഗ് & അടുക്കികഴിഞ്ഞ 1 വർഷത്തെ റിട്ടേൺ

1. 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 2023 was 7.3% , 2022 was 4.1% and 2021 was 4% .

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 (29 Nov 24) ₹107.469 ↑ 0.15   (0.14 %)
Net Assets (Cr) ₹23,337 on 31 Oct 24
Category Debt - Corporate Bond
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.5
Sharpe Ratio 2.36
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.49%
Effective Maturity 5 Years 7 Months 13 Days
Modified Duration 3 Years 9 Months 18 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,157
31 Oct 21₹11,688
31 Oct 22₹12,091
31 Oct 23₹12,939
31 Oct 24₹14,093

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 ₹203,125.
Net Profit of ₹23,125
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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 2.1%
6 Month 4.5%
1 Year 8.8%
3 Year 6.5%
5 Year 7.1%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 10.9%
Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund
NameSinceTenure
Kaustubh Gupta12 Apr 213.56 Yr.
Dhaval Joshi21 Nov 221.95 Yr.

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

Asset Allocation
Asset ClassValue
Cash3.9%
Debt95.87%
Other0.23%
Debt Sector Allocation
SectorValue
Corporate55.8%
Government39.54%
Cash Equivalent3.9%
Securitized0.53%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.18 Goi 14082033
Sovereign Bonds | -
11%₹2,620 Cr255,500,000
↓ -4,000,000
07.18 Goi 24072037
Sovereign Bonds | -
6%₹1,388 Cr134,824,100
↑ 2,500,000
7.10%Goi 08/04/2034
Sovereign Bonds | -
3%₹759 Cr74,161,700
↑ 42,500,000
Small Industries Development Bank Of India
Debentures | -
3%₹696 Cr69,550
8% Govt Stock 2034
Sovereign Bonds | -
3%₹653 Cr64,637,700
7.26% Govt Stock 2033
Sovereign Bonds | -
3%₹608 Cr59,089,300
↓ -6,000,000
Small Industries Development Bank Of India
Debentures | -
3%₹600 Cr6,000
Bajaj Housing Finance Limited
Debentures | -
2%₹558 Cr55,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹489 Cr48,500
Bajaj Finance Limited
Debentures | -
2%₹453 Cr45,000

2. 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 2023 was 7.1% , 2022 was 4.3% and 2021 was 4.7% .

Below is the key information for Nippon India Prime Debt Fund

Nippon India Prime Debt Fund
Growth
Launch Date 14 Sep 00
NAV (29 Nov 24) ₹56.9788 ↑ 0.09   (0.16 %)
Net Assets (Cr) ₹6,312 on 31 Oct 24
Category Debt - Corporate Bond
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 0.69
Sharpe Ratio 2.23
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.41%
Effective Maturity 5 Years 3 Months 22 Days
Modified Duration 4 Years

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,934
31 Oct 21₹11,501
31 Oct 22₹11,927
31 Oct 23₹12,768
31 Oct 24₹13,890

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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 2.1%
6 Month 4.4%
1 Year 8.7%
3 Year 6.6%
5 Year 6.8%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 9.3%
Fund Manager information for Nippon India Prime Debt Fund
NameSinceTenure
Vivek Sharma1 Feb 204.75 Yr.
Kinjal Desai25 May 186.44 Yr.

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

Asset Allocation
Asset ClassValue
Cash6.07%
Debt93.79%
Other0.14%
Debt Sector Allocation
SectorValue
Corporate56.54%
Government37.25%
Cash Equivalent6.07%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
12%₹707 Cr69,500,000
↑ 2,500,000
7.18% Govt Stock 2037
Sovereign Bonds | -
4%₹215 Cr21,000,000
↑ 7,500,000
7.32% Govt Stock 2030
Sovereign Bonds | -
3%₹185 Cr18,000,000
INDIA UNIVERSAL TRUST AL1
Unlisted bonds | -
3%₹149 Cr150
LIC Housing Finance Limited
Debentures | -
2%₹136 Cr13,500
National Bank For Agriculture And Rural Development
Debentures | -
2%₹125 Cr12,500
Small Industries Development Bank Of India
Debentures | -
2%₹125 Cr12,500
↑ 12,500
6.79% Govt Stock 2034
Sovereign Bonds | -
2%₹120 Cr12,000,000
↑ 7,500,000
Bajaj Finance Limited
Debentures | -
2%₹116 Cr11,500
↓ -1,000
Tata Capital Housing Finance Limited
Debentures | -
2%₹111 Cr11,000

3. 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 8.2% since its launch.  Ranked 2 in Corporate Bond category.  Return for 2023 was 7.2% , 2022 was 3.3% and 2021 was 3.9% .

Below is the key information for HDFC Corporate Bond Fund

HDFC Corporate Bond Fund
Growth
Launch Date 29 Jun 10
NAV (29 Nov 24) ₹30.9827 ↑ 0.03   (0.11 %)
Net Assets (Cr) ₹32,072 on 31 Oct 24
Category Debt - Corporate Bond
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.59
Sharpe Ratio 2.65
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load NIL
Yield to Maturity 7.4%
Effective Maturity 6 Years 2 Months 5 Days
Modified Duration 4 Years 7 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,135
31 Oct 21₹11,660
31 Oct 22₹11,967
31 Oct 23₹12,824
31 Oct 24₹13,950

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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 2.1%
6 Month 4.4%
1 Year 8.7%
3 Year 6.2%
5 Year 6.8%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 10.9%
Fund Manager information for HDFC Corporate Bond Fund
NameSinceTenure
Anupam Joshi27 Oct 159.02 Yr.
Dhruv Muchhal22 Jun 231.36 Yr.

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

Asset Allocation
Asset ClassValue
Cash3.09%
Debt96.68%
Other0.24%
Debt Sector Allocation
SectorValue
Corporate55.4%
Government41.28%
Cash Equivalent3.09%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.23% Govt Stock 2039
Sovereign Bonds | -
10%₹3,356 Cr325,000,000
↑ 110,000,000
6.79% Govt Stock 2034
Sovereign Bonds | -
5%₹1,498 Cr150,000,000
↑ 150,000,000
7.93% Govt Stock 2033
Sovereign Bonds | -
4%₹1,287 Cr125,000,000
7.53% Govt Stock 2034
Sovereign Bonds | -
2%₹758 Cr75,000,000
State Bank Of India
Debentures | -
2%₹702 Cr700
↑ 700
Mangalore Refinery And Petrochemicals Limited
Debentures | -
2%₹558 Cr5,670
Reliance Industries Limited
Debentures | -
2%₹528 Cr5,000
HDFC Bank Limited
Debentures | -
2%₹510 Cr50,000
Bajaj Housing Finance Limited
Debentures | -
2%₹505 Cr50,000
LIC Housing Finance Limited
Debentures | -
2%₹501 Cr5,000

4. 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 2023 was 6.9% , 2022 was 3.7% and 2021 was 3.8% .

Below is the key information for Kotak Corporate Bond Fund Standard

Kotak Corporate Bond Fund Standard
Growth
Launch Date 21 Sep 07
NAV (29 Nov 24) ₹3,587.1 ↑ 4.75   (0.13 %)
Net Assets (Cr) ₹14,163 on 31 Oct 24
Category Debt - Corporate Bond
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.67
Sharpe Ratio 2.13
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.43%
Effective Maturity 5 Years 4 Days
Modified Duration 3 Years 3 Months 7 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,932
31 Oct 21₹11,429
31 Oct 22₹11,771
31 Oct 23₹12,548
31 Oct 24₹13,625

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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 2%
6 Month 4.3%
1 Year 8.5%
3 Year 6.1%
5 Year 6.4%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 11.3%
Fund Manager information for Kotak Corporate Bond Fund Standard
NameSinceTenure
Deepak Agrawal1 Feb 159.76 Yr.
Manu Sharma1 Nov 222 Yr.

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

Asset Allocation
Asset ClassValue
Cash2.6%
Debt97.17%
Other0.23%
Debt Sector Allocation
SectorValue
Corporate56.43%
Government40.73%
Cash Equivalent2.6%
Credit Quality
RatingValue
AA0.35%
AAA99.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.18 Goi 14082033
Sovereign Bonds | -
13%₹1,876 Cr182,935,080
↓ -12,500,010
7.10%Goi 08/04/2034
Sovereign Bonds | -
9%₹1,331 Cr130,170,310
↑ 36,900,010
National Bank For Agriculture And Rural Development
Debentures | -
5%₹708 Cr70,300
Jamnagar Utilities And Power Pvt Limited
Debentures | -
4%₹558 Cr5,700
LIC Housing Finance Limited
Debentures | -
3%₹460 Cr4,550
Bajaj Finance Limited
Debentures | -
3%₹438 Cr43,500
Govt Stock 22092033
Sovereign Bonds | -
3%₹379 Cr36,812,177
HDFC Bank Limited
Debentures | -
3%₹374 Cr37,000
Mahindra & Mahindra Financial Services Ltd
Debentures | -
2%₹303 Cr30,000
Small Industries Development Bank Of India
Debentures | -
2%₹298 Cr29,500

5. 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 6.1% since its launch.  Ranked 24 in Corporate Bond category.  Return for 2023 was 7% , 2022 was 1.6% and 2021 was 2.2% .

Below is the key information for BNP Paribas Corporate Bond Fund

BNP Paribas Corporate Bond Fund
Growth
Launch Date 8 Nov 08
NAV (29 Nov 24) ₹26.023 ↑ 0.03   (0.11 %)
Net Assets (Cr) ₹196 on 31 Oct 24
Category Debt - Corporate Bond
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderate
Expense Ratio 0.56
Sharpe Ratio 1.82
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 7.2%
Effective Maturity 5 Years 2 Months 12 Days
Modified Duration 3 Years 9 Months 11 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,946
31 Oct 21₹11,250
31 Oct 22₹11,365
31 Oct 23₹12,119
31 Oct 24₹13,179

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 29 Nov 24

DurationReturns
1 Month 0.5%
3 Month 2%
6 Month 4.3%
1 Year 8.5%
3 Year 5.4%
5 Year 5.6%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 10.8%
Fund Manager information for BNP Paribas Corporate Bond Fund
NameSinceTenure
Gurvinder Wasan21 Oct 240.03 Yr.
Vikram Pamnani10 Jul 240.31 Yr.

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

Asset Allocation
Asset ClassValue
Cash8.06%
Debt91.74%
Other0.2%
Debt Sector Allocation
SectorValue
Government46.02%
Corporate45.72%
Cash Equivalent8.06%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
13%₹25 Cr2,500,000
7.32% Govt Stock 2030
Sovereign Bonds | -
6%₹12 Cr1,200,000
Indian Railway Finance Corporation Limited
Debentures | -
6%₹11 Cr110
Export Import Bank Of India
Debentures | -
5%₹11 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
Bajaj Finance Limited
Debentures | -
5%₹10 Cr1,000

6. 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 2023 was 6.7% , 2022 was 2.9% and 2021 was 3.4% .

Below is the key information for Invesco India Corporate Bond Fund

Invesco India Corporate Bond Fund
Growth
Launch Date 2 Aug 07
NAV (29 Nov 24) ₹3,021.6 ↑ 4.56   (0.15 %)
Net Assets (Cr) ₹5,644 on 31 Oct 24
Category Debt - Corporate Bond
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderate
Expense Ratio 0.66
Sharpe Ratio 1.63
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.32%
Effective Maturity 5 Years 3 Months 14 Days
Modified Duration 3 Years 10 Months 6 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,976
31 Oct 21₹11,410
31 Oct 22₹11,663
31 Oct 23₹12,425
31 Oct 24₹13,469

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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 1.9%
6 Month 4.2%
1 Year 8.4%
3 Year 5.7%
5 Year 6.1%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 9.9%
Fund Manager information for Invesco India Corporate Bond Fund
NameSinceTenure
Krishna Cheemalapati16 Dec 203.88 Yr.
Vikas Garg26 Sep 204.1 Yr.

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

Asset Allocation
Asset ClassValue
Cash3.56%
Debt96.26%
Other0.18%
Debt Sector Allocation
SectorValue
Corporate50.01%
Government46.25%
Cash Equivalent3.56%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.18 Goi 14082033
Sovereign Bonds | -
7%₹367 Cr35,786,700
7.10%Goi 08/04/2034
Sovereign Bonds | -
6%₹303 Cr29,612,600
↑ 8,500,000
07.18 Goi 24072037
Sovereign Bonds | -
4%₹212 Cr20,550,000
↑ 500,000
7.23% Goi 15/04/2039
Sovereign Bonds | -
4%₹201 Cr19,362,100
↓ -1,500,000
07.32 Goi 2030
Sovereign Bonds | -
3%₹129 Cr12,500,000
Small Industries Development Bank Of India
Debentures | -
2%₹125 Cr12,500,000
↑ 2,500,000
7.17% Govt Stock 2030
Sovereign Bonds | -
2%₹112 Cr11,000,000
Sikka Ports And Terminals Limited
Debentures | -
2%₹109 Cr11,000,000
Pipeline Infrastructure Private Limited
Debentures | -
2%₹102 Cr10,000,000
↑ 2,500,000
National Bank for Agriculture and Rural Development 7.68%
Domestic Bonds | -
2%₹93 Cr9,200,000

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 2023 was 6.4% , 2022 was 2.2% and 2021 was 3.8% .

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 (29 Nov 24) ₹69.4855 ↑ 0.08   (0.11 %)
Net Assets (Cr) ₹6,572 on 15 Nov 24
Category Debt - Corporate Bond
AMC L&T Investment Management Ltd
Rating
Risk Moderate
Expense Ratio 0.64
Sharpe Ratio 1.77
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.27%
Effective Maturity 4 Years 22 Days
Modified Duration 3 Years 3 Months 25 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,297
31 Oct 21₹11,740
31 Oct 22₹11,888
31 Oct 23₹12,694
31 Oct 24₹13,774

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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 1.9%
6 Month 4.2%
1 Year 8.3%
3 Year 5.4%
5 Year 6.5%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.4%
2022 2.2%
2021 3.8%
2020 12.4%
2019 12.6%
2018 6%
2017 1.6%
2016 12.4%
2015 4.5%
2014 12.6%
Fund Manager information for L&T Triple Ace Bond Fund
NameSinceTenure
Kapil Punjabi1 May 240.5 Yr.
Shriram Ramanathan30 Jun 1410.35 Yr.

Data below for L&T Triple Ace Bond Fund as on 15 Nov 24

Asset Allocation
Asset ClassValue
Cash0.67%
Debt99.05%
Other0.28%
Debt Sector Allocation
SectorValue
Government53.78%
Corporate45.27%
Cash Equivalent0.67%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
07.37 Goi 2028
Sovereign Bonds | -
6%₹408 Cr38,500,000
↑ 15,000,000
Ntpc Limited
Debentures | -
5%₹349 Cr3,400
Indian Oil Corporation Limited
Debentures | -
5%₹334 Cr3,069
National Highways Authority Of India
Debentures | -
5%₹314 Cr3,050
Power Grid Corporation Of India Limited
Debentures | -
4%₹287 Cr2,700
HDFC Bank Limited
Debentures | -
4%₹269 Cr2,450
ICICI Bank Limited
Debentures | -
4%₹258 Cr2,500
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹208 Cr20,000,000
↓ -10,000,000
National Highways Authority Of India
Debentures | -
3%₹201 Cr1,950
07.06 Goi 2028
Sovereign Bonds | -
3%₹177 Cr17,500,000
↓ -5,000,000

8. 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 2023 was 6.3% , 2022 was 3.7% and 2021 was 3.5% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (29 Nov 24) ₹38.2108 ↑ 0.05   (0.14 %)
Net Assets (Cr) ₹740 on 31 Oct 24
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.51
Sharpe Ratio 1.55
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.28%
Effective Maturity 6 Years 3 Months 11 Days
Modified Duration 4 Years 1 Month 13 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,050
31 Oct 21₹11,518
31 Oct 22₹11,870
31 Oct 23₹12,584
31 Oct 24₹13,634

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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 2%
6 Month 4.3%
1 Year 8.3%
3 Year 5.8%
5 Year 6.3%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 14.9%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1014.27 Yr.
Sandeep Agarwal1 Jun 1212.43 Yr.

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

Asset Allocation
Asset ClassValue
Cash6.13%
Debt93.51%
Other0.37%
Debt Sector Allocation
SectorValue
Corporate51.13%
Government42.38%
Cash Equivalent6.13%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.10%Goi 08/04/2034
Sovereign Bonds | -
16%₹118 Cr11,500,000
↑ 5,000,000
Small Industries Development Bank Of India
Debentures | -
7%₹51 Cr5,000
Indian Railway Finance Corporation Limited
Debentures | -
5%₹40 Cr4,000
National Housing Bank
Debentures | -
5%₹40 Cr4,000
LIC Housing Finance Limited
Debentures | -
4%₹30 Cr300
National Bank For Agriculture And Rural Development
Debentures | -
3%₹25 Cr2,500
Power Finance Corporation Ltd.
Debentures | -
3%₹25 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹25 Cr2,500
HDFC Bank Limited
Debentures | -
3%₹25 Cr2,500
Rural Electrification Corporation Limited
Debentures | -
3%₹25 Cr2,500

9. 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 2023 was 7.6% , 2022 was 4.5% and 2021 was 4.1% .

Below is the key information for ICICI Prudential Corporate Bond Fund

ICICI Prudential Corporate Bond Fund
Growth
Launch Date 11 Aug 09
NAV (29 Nov 24) ₹28.3817 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹27,164 on 31 Oct 24
Category Debt - Corporate Bond
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.57
Sharpe Ratio 2.34
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 7.63%
Effective Maturity 3 Years 10 Months 6 Days
Modified Duration 2 Years 3 Months 25 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,051
31 Oct 21₹11,566
31 Oct 22₹12,025
31 Oct 23₹12,911
31 Oct 24₹13,958

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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 1.9%
6 Month 4.1%
1 Year 8.2%
3 Year 6.5%
5 Year 6.9%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 9.4%
Fund Manager information for ICICI Prudential Corporate Bond Fund
NameSinceTenure
Manish Banthia22 Jan 240.78 Yr.
Ritesh Lunawat22 Jan 240.78 Yr.

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

Asset Allocation
Asset ClassValue
Cash3.51%
Debt96.24%
Other0.25%
Debt Sector Allocation
SectorValue
Corporate65.99%
Government30.24%
Cash Equivalent3.51%
Credit Quality
RatingValue
AA1.65%
AAA98.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Govt Stock 22092033
Sovereign Bonds | -
8%₹2,220 Cr215,793,930
7.10%Goi 08/04/2034
Sovereign Bonds | -
7%₹1,889 Cr184,704,080
↑ 49,323,800
National Bank For Agriculture And Rural Development
Debentures | -
3%₹866 Cr86,500
Pipeline Infrastructure Private Limited
Debentures | -
3%₹824 Cr80,500
Small Industries Development Bank Of India
Debentures | -
2%₹633 Cr6,350
Small Industries Development Bank Of India
Debentures | -
2%₹626 Cr6,250
Bharat Petroleum Corporation Limited
Debentures | -
2%₹592 Cr59,000
PTC- INDIA UNIVERSAL TRUST AL1-SERIES A3
Unlisted bonds | -
2%₹539 Cr535
LIC Housing Finance Ltd
Debentures | -
2%₹521 Cr5,000
LIC Housing Finance Limited
Debentures | -
2%₹502 Cr5,000

10. Franklin India Corporate Debt Fund

(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.

Franklin India Corporate Debt Fund is a Debt - Corporate Bond fund was launched on 23 Jun 97. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.5% since its launch.  Ranked 22 in Corporate Bond category.  Return for 2023 was 6.5% , 2022 was 3.2% and 2021 was 3.8% .

Below is the key information for Franklin India Corporate Debt Fund

Franklin India Corporate Debt Fund
Growth
Launch Date 23 Jun 97
NAV (29 Nov 24) ₹93.7852 ↑ 0.06   (0.06 %)
Net Assets (Cr) ₹765 on 31 Oct 24
Category Debt - Corporate Bond
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderate
Expense Ratio 0.77
Sharpe Ratio 1.45
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 7.46%
Effective Maturity 3 Years 8 Months 2 Days
Modified Duration 2 Years 8 Months 5 Days

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,874
31 Oct 21₹11,372
31 Oct 22₹11,666
31 Oct 23₹12,428
31 Oct 24₹13,384

Franklin India Corporate 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 ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Franklin India Corporate 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 29 Nov 24

DurationReturns
1 Month 0.6%
3 Month 2%
6 Month 4.1%
1 Year 7.7%
3 Year 5.6%
5 Year 5.9%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 13%
Fund Manager information for Franklin India Corporate Debt Fund
NameSinceTenure
Rahul Goswami6 Oct 231.07 Yr.
Anuj Tagra7 Mar 240.65 Yr.
Chandni Gupta7 Mar 240.65 Yr.

Data below for Franklin India Corporate Debt Fund as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash13.36%
Debt86.37%
Other0.27%
Debt Sector Allocation
SectorValue
Corporate71.86%
Government14.52%
Cash Equivalent13.36%
Credit Quality
RatingValue
AA5.98%
AAA94.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Home Finance Company Limited
Debentures | -
7%₹53 Cr5,000
Pipeline Infrastructure Private Limited
Debentures | -
7%₹51 Cr5,000
Sikka Ports And Terminals Limited
Debentures | -
7%₹51 Cr500
Summit Digitel Infrastructure Ltd
Debentures | -
7%₹51 Cr5,000
Rural Electrification Corporation Limited
Debentures | -
7%₹49 Cr9,000
8% Govt Stock 2034
Sovereign Bonds | -
5%₹37 Cr3,500,000
Mahindra & Mahindra Financial Services Ltd. 8.25%
Debentures | -
4%₹27 Cr2,500
Bajaj Finance Limited
Debentures | -
4%₹27 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹26 Cr2,500
Bajaj Finance Ltd. 8.1167%
Debentures | -
3%₹26 Cr2,500

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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