10 சிறப்பாகச் செயல்படும் கார்ப்பரேட் பாண்ட் மியூச்சுவல் ஃபண்டுகள் 2022 | Fincash.com

Table of Contents

கார்ப்பரேட் பாண்ட் நிதிகளின் வகைகள்
கார்ப்பரேட் பத்திரங்களில் யார் முதலீடு செய்ய வேண்டும்?
கார்ப்பரேட் பாண்ட் ஃபண்டுகளின் அம்சங்கள்
- பத்திரத்தின் விலை
- மதிப்பின்படி
சிறந்த தரமதிப்பீடு பெற்ற கார்ப்பரேட் பாண்ட் மியூச்சுவல் ஃபண்டுகள் FY 22 - 23
கார்ப்பரேட் பத்திரங்களின் கூடுதல் அம்சங்கள்
கார்ப்பரேட் பாண்ட் ஃபண்டுகளில் ஆன்லைனில் முதலீடு செய்வது எப்படி?
Top 10 Debt - Corporate Bond Funds

2022 - 2023 முதலீடு செய்ய 10 கார்ப்பரேட் பாண்ட் மியூச்சுவல் ஃபண்டுகள்

Updated on March 31, 2025 , 101158 views

சமீபத்திய ஆண்டுகளில், ஒரு புதிய பாதைமுதலீடு நேரடியாக நிறுவனங்களில் கார்ப்பரேட் மூலம் திறக்கப்பட்டுள்ளதுபத்திரங்கள். கார்ப்பரேட் பத்திர நிதிகள் முக்கிய நிறுவனங்களால் வழங்கப்படும் கடன் சான்றிதழ் ஆகும். வணிகங்களுக்கு பணம் திரட்டும் விதமாக இவை வழங்கப்படுகின்றன.

கார்ப்பரேட் பாண்ட் நிதிகள் நல்ல வருமானம் மற்றும் குறைந்த ஆபத்து வகை முதலீடு என்று வரும்போது ஒரு சிறந்த வழி. முதலீட்டாளர்கள் வழக்கமான வருமானம் பெறலாம்வருமானம் உங்கள் நிலையான வைப்புகளில் (FDகள்) நீங்கள் பெறும் வட்டியை விட இது பொதுவாக அதிகமாகும்.

உடைந்து போகும் அபாயம் உள்ள நிறுவனங்களும் பொதுவாக அதிக வட்டி விகிதங்களை வழங்குகின்றன. கார்ப்பரேட் பாண்ட் ஃபண்டுகளில் முதலீடு செய்ய ஆர்வமுள்ள முதலீட்டாளர்கள் கட்டுரையில் கீழே உள்ள திட்டங்களைக் கருத்தில் கொள்ளலாம்.

கார்ப்பரேட் பாண்ட் நிதிகளின் வகைகள்

பரந்த அளவில் இரண்டு வகையான நிதிகள் உள்ளன -

உயர்தர நிறுவனங்களில் முதலீடு செய்யும் கார்ப்பரேட் பத்திரங்கள், அதாவது - பொதுத்துறை அலகு (PSU) நிறுவனங்கள் மற்றும் வங்கிகள்
கார்ப்பரேட் பத்திரங்கள் 'AA-' போன்ற சற்றே குறைந்த விகிதங்களில் முதலீடு செய்யும்

கார்ப்பரேட் பத்திரங்களில் யார் முதலீடு செய்ய வேண்டும்?

இந்த நிதிகள் அதிகமாக எதிர்பார்க்கும் முதலீட்டாளர்களுக்கு ஒரு நல்ல வாய்ப்பாகும்நிலையான வருமானம் அத்துடன் பாதுகாப்பான முதலீடு. கார்ப்பரேட் பத்திரங்கள் உறுதிமூலதனம் பாதுகாப்பு. நீங்கள் இந்த ஃபண்டில் முதலீடு செய்யத் திட்டமிட்டால், பெரும்பாலான நிதிகளை உயர்தர கடன் கருவிகளில் வைப்பது நல்லது, இதனால் நீங்கள் உகந்த வருமானத்தைப் பெறுவீர்கள்.

கார்ப்பரேட் பாண்ட் ஃபண்டுகளின் அம்சங்கள்

பத்திரத்தின் விலை

ஒவ்வொரு பத்திரத்திற்கும் ஒரு விலை உண்டு. ஒருவர் வாங்கத் தேர்ந்தெடுக்கும் நேரத்தின் அடிப்படையில், ஒரே பத்திரத்தை வெவ்வேறு விலைகளில் வாங்கலாம்.

மதிப்பின்படி

மதிப்பு மூலம் அடிப்படையில் கடன் அசல். இது நிறுவனம், அதாவது, பத்திரம் முதிர்ச்சியடையும் போது பத்திரம் வழங்குபவர் உங்களுக்கு வழங்கும் தொகையாகும். இந்தியாவில், கார்ப்பரேட் பத்திரம்மூலம் மதிப்பு பொதுவாக 1000 ரூபாய்.

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சிறந்த தரமதிப்பீடு பெற்ற கார்ப்பரேட் பாண்ட் மியூச்சுவல் ஃபண்டுகள் FY 22 - 23

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Aditya Birla Sun Life Corporate Bond Fund Growth	₹111.085 ↑ 0.46	₹25,293	2.8	4.4	9.2	7.2	8.5	7.48%	3Y 9M 14D	5Y 8M 19D
Nippon India Prime Debt Fund Growth	₹58.8824 ↑ 0.25	₹6,498	2.8	4.4	9.1	7.2	8.4	7.44%	3Y 10M 6D	5Y 2M 26D
BNP Paribas Corporate Bond Fund Growth	₹26.945 ↑ 0.11	₹210	3	4.4	9	6.4	8.3	7.4%	3Y 5M 12D	4Y 8M 26D
HDFC Corporate Bond Fund Growth	₹31.9931 ↑ 0.13	₹32,191	2.7	4.3	9	7	8.6	4.03%	3Y 9M 19D	5Y 11M 12D
Kotak Corporate Bond Fund Standard Growth	₹3,702.78 ↑ 14.32	₹14,449	2.7	4.2	8.9	6.9	8.3	7.41%	2Y 9M 29D	4Y 2M 8D
Invesco India Corporate Bond Fund Growth	₹3,121.44 ↑ 12.71	₹5,903	2.8	4.2	8.8	6.5	8.1	7.36%	3Y 7M 20D	4Y 11M 8D
Sundaram Corporate Bond Fund Growth	₹39.4526 ↑ 0.15	₹705	2.7	4.1	8.8	6.6	8	7.37%	3Y 9M 25D	5Y 10M 5D
ICICI Prudential Corporate Bond Fund Growth	₹29.2818 ↑ 0.10	₹29,290	2.6	4.4	8.7	7.4	8	7.63%	2Y 7M 28D	4Y 8M 8D
IDFC Corporate Bond Fund Growth	₹18.8757 ↑ 0.07	₹14,053	2.7	4.2	8.6	6.3	7.7	7.33%	3Y	3Y 10M 28D
L&T Triple Ace Bond Fund Growth	₹71.6148 ↑ 0.22	₹5,678	2.6	4	8.5	6.3	8.1	7.34%	2Y 10M 10D	3Y 5M 5D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 25

* பட்டியல்சிறந்த பரஸ்பர நிதிகள் நிகர சொத்துக்கள்/ AUM அதிகமாக உள்ளது100 கோடி , 3 ஆண்டுகளுக்கும் மேலாக மேலாண்மை நிதி & வரிசைப்படுத்தப்பட்டதுகடந்த 1 வருட வருமானம்

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 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 (02 Apr 25)	₹111.085 ↑ 0.46 (0.42 %)
Net Assets (Cr)	₹25,293 on 28 Feb 25
Category	Debt - Corporate Bond
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.5
Sharpe Ratio	1.37
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	100
Exit Load	NIL
Yield to Maturity	7.48%
Effective Maturity	5 Years 8 Months 19 Days
Modified Duration	3 Years 9 Months 14 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,978
31 Mar 22	₹11,525
31 Mar 23	₹12,062
31 Mar 24	₹13,003
31 Mar 25	₹14,137

Aditya Birla Sun Life Corporate Bond Fund SIP 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 2 Apr 25

Duration	Returns
1 Month	1.7%
3 Month	2.8%
6 Month	4.4%
1 Year	9.2%
3 Year	7.2%
5 Year	7.3%
10 Year
15 Year
Since launch	9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.5%
2023	7.3%
2022	4.1%
2021	4%
2020	11.9%
2019	9.6%
2018	7%
2017	6.5%
2016	10.2%
2015	8.9%

Fund Manager information for Aditya Birla Sun Life Corporate Bond Fund

Name	Since	Tenure
Kaustubh Gupta	12 Apr 21	3.89 Yr.

Data below for Aditya Birla Sun Life Corporate Bond Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	3.8%
Debt	95.93%
Other	0.27%

Debt Sector Allocation

Sector	Value
Corporate	60.28%
Government	35.65%
Cash Equivalent	3.8%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.1% Govt Stock 2034 Sovereign Bonds \| -	8%	₹2,033 Cr	198,661,700
7.18% Govt Stock 2033 Sovereign Bonds \| -	7%	₹1,751 Cr	170,500,000 ↓ -33,000,000
7.18% Govt Stock 2037 Sovereign Bonds \| -	5%	₹1,267 Cr	123,324,100 ↓ -30,000,000
Small Industries Development Bank Of India Debentures \| -	3%	₹744 Cr	74,550 ↓ -2,500
Small Industries Development Bank Of India Debentures \| -	2%	₹599 Cr	6,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹555 Cr	55,000
6.92% Govt Stock 2039 Sovereign Bonds \| -	2%	₹502 Cr	49,779,000 ↓ -2,500,000
Bajaj Finance Limited Debentures \| -	2%	₹452 Cr	45,000
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹411 Cr	41,000 ↓ -2,500
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	2%	₹408 Cr	40,500,000 ↑ 25,500,000

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 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 (02 Apr 25)	₹58.8824 ↑ 0.25 (0.43 %)
Net Assets (Cr)	₹6,498 on 28 Feb 25
Category	Debt - Corporate Bond
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.69
Sharpe Ratio	1.2
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	100
Exit Load	NIL
Yield to Maturity	7.44%
Effective Maturity	5 Years 2 Months 26 Days
Modified Duration	3 Years 10 Months 6 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,760
31 Mar 22	₹11,326
31 Mar 23	₹11,869
31 Mar 24	₹12,800
31 Mar 25	₹13,900

Nippon India Prime Debt Fund SIP 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 2 Apr 25

Duration	Returns
1 Month	1.8%
3 Month	2.8%
6 Month	4.4%
1 Year	9.1%
3 Year	7.2%
5 Year	6.9%
10 Year
15 Year
Since launch	7.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.4%
2023	7.1%
2022	4.3%
2021	4.7%
2020	9.5%
2019	7.8%
2018	6.9%
2017	6.6%
2016	9.1%
2015	8.7%

Fund Manager information for Nippon India Prime Debt Fund

Name	Since	Tenure
Vivek Sharma	1 Feb 20	5.16 Yr.
Kinjal Desai	25 May 18	6.86 Yr.

Data below for Nippon India Prime Debt Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	3.69%
Debt	96.03%
Other	0.28%

Debt Sector Allocation

Sector	Value
Corporate	60.73%
Government	35.3%
Cash Equivalent	3.69%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.1% Govt Stock 2034 Sovereign Bonds \| -	12%	₹721 Cr	70,500,000
INDIA UNIVERSAL TRUST AL2 Unlisted bonds \| -	2%	₹148 Cr	150
INDIA UNIVERSAL TRUST AL1 Unlisted bonds \| -	2%	₹146 Cr	150
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	2%	₹146 Cr	14,500,000 ↓ -10,000,000
7.18% Govt Stock 2037 Sovereign Bonds \| -	2%	₹139 Cr	13,500,000
LIC Housing Finance Limited Debentures \| -	2%	₹135 Cr	13,500
Mahindra & Mahindra Financial Services Ltd Debentures \| -	2%	₹129 Cr	13,000
Small Industries Development Bank Of India Debentures \| -	2%	₹129 Cr	13,000
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹128 Cr	12,800
Rec Limited 7.34% Debentures \| -	2%	₹124 Cr	12,500 ↑ 12,500

3. 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 (02 Apr 25)	₹26.945 ↑ 0.11 (0.42 %)
Net Assets (Cr)	₹210 on 28 Feb 25
Category	Debt - Corporate Bond
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	0.56
Sharpe Ratio	0.86
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	7.4%
Effective Maturity	4 Years 8 Months 26 Days
Modified Duration	3 Years 5 Months 12 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,729
31 Mar 22	₹11,077
31 Mar 23	₹11,366
31 Mar 24	₹12,243
31 Mar 25	₹13,293

BNP Paribas Corporate Bond Fund SIP 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 2 Apr 25

Duration	Returns
1 Month	1.9%
3 Month	3%
6 Month	4.4%
1 Year	9%
3 Year	6.4%
5 Year	5.9%
10 Year
15 Year
Since launch	6.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.3%
2023	7%
2022	1.6%
2021	2.2%
2020	9.9%
2019	0.9%
2018	5.2%
2017	6.7%
2016	10.8%
2015	7.2%

Fund Manager information for BNP Paribas Corporate Bond Fund

Name	Since	Tenure
Gurvinder Wasan	21 Oct 24	0.44 Yr.
Vikram Pamnani	10 Jul 24	0.72 Yr.

Data below for BNP Paribas Corporate Bond Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	4.32%
Debt	95.4%
Other	0.28%

Debt Sector Allocation

Sector	Value
Corporate	62.52%
Government	30.31%
Cash Equivalent	4.32%
Securitized	2.57%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Rec Limited Debentures \| -	6%	₹12 Cr	1,200
Indian Railway Finance Corporation Limited Debentures \| -	6%	₹11 Cr	110
National Housing Bank Debentures \| -	5%	₹11 Cr	1,100 ↑ 1,100
Export Import Bank Of India Debentures \| -	5%	₹10 Cr	100
Power Finance Corporation Ltd. Debentures \| -	5%	₹10 Cr	1,000
Hindustan Petroleum Corporation Limited Debentures \| -	5%	₹10 Cr	100
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	5%	₹10 Cr	1,000,000 ↑ 500,000
Sundaram Bnp Paribas Home Finance Limited Debentures \| -	5%	₹10 Cr	1,000
HDFC Bank Limited Debentures \| -	5%	₹10 Cr	100
LIC Housing Finance Limited Debentures \| -	5%	₹10 Cr	1,000

4. 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 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 (02 Apr 25)	₹31.9931 ↑ 0.13 (0.40 %)
Net Assets (Cr)	₹32,191 on 28 Feb 25
Category	Debt - Corporate Bond
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.59
Sharpe Ratio	1.41
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	NIL
Yield to Maturity	4.03%
Effective Maturity	5 Years 11 Months 12 Days
Modified Duration	3 Years 9 Months 19 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,879
31 Mar 22	₹11,405
31 Mar 23	₹11,862
31 Mar 24	₹12,802
31 Mar 25	₹13,906

HDFC Corporate Bond Fund SIP 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 2 Apr 25

Duration	Returns
1 Month	1.8%
3 Month	2.7%
6 Month	4.3%
1 Year	9%
3 Year	7%
5 Year	6.9%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.6%
2023	7.2%
2022	3.3%
2021	3.9%
2020	11.8%
2019	10.3%
2018	6.5%
2017	6.5%
2016	10.6%
2015	8.6%

Fund Manager information for HDFC Corporate Bond Fund

Name	Since	Tenure
Anupam Joshi	27 Oct 15	9.35 Yr.
Dhruv Muchhal	22 Jun 23	1.69 Yr.

Data below for HDFC Corporate Bond Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	3.2%
Debt	96.52%
Other	0.28%

Debt Sector Allocation

Sector	Value
Corporate	61.07%
Government	35.46%
Cash Equivalent	3.2%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.23% Government Of India (15/04/2039) Sovereign Bonds \| -	4%	₹1,293 Cr	125,000,000 ↓ -25,000,000
7.93% Govt Stock 2033 Sovereign Bonds \| -	4%	₹1,286 Cr	125,000,000
6.92% Govt Stock 2039 Sovereign Bonds \| -	3%	₹1,008 Cr	100,000,000 ↓ -15,000,000
7.53% Govt Stock 2034 Sovereign Bonds \| -	3%	₹818 Cr	81,000,000
State Bank Of India Debentures \| -	2%	₹789 Cr	800
HDFC Bank Limited Debentures \| -	2%	₹509 Cr	50,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹504 Cr	50,000
Ncd Small Industries Development Bank Of India Debentures \| -	2%	₹500 Cr	50,000
LIC Housing Finance Limited Debentures \| -	2%	₹500 Cr	5,000
Reliance Industries Limited Debentures \| -	1%	₹472 Cr	4,500

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 7.8% 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 (02 Apr 25)	₹3,702.78 ↑ 14.32 (0.39 %)
Net Assets (Cr)	₹14,449 on 28 Feb 25
Category	Debt - Corporate Bond
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.67
Sharpe Ratio	1.27
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	7.41%
Effective Maturity	4 Years 2 Months 8 Days
Modified Duration	2 Years 9 Months 29 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,779
31 Mar 22	₹11,274
31 Mar 23	₹11,748
31 Mar 24	₹12,634
31 Mar 25	₹13,707

Kotak Corporate Bond Fund Standard SIP 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 2 Apr 25

Duration	Returns
1 Month	1.6%
3 Month	2.7%
6 Month	4.2%
1 Year	8.9%
3 Year	6.9%
5 Year	6.6%
10 Year
15 Year
Since launch	7.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.3%
2023	6.9%
2022	3.7%
2021	3.8%
2020	9.7%
2019	9.6%
2018	7.5%
2017	6.9%
2016	9.4%
2015	8.8%

Fund Manager information for Kotak Corporate Bond Fund Standard

Name	Since	Tenure
Deepak Agrawal	1 Feb 15	10.08 Yr.
Manu Sharma	1 Nov 22	2.33 Yr.

Data below for Kotak Corporate Bond Fund Standard as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	3.1%
Debt	96.63%
Other	0.27%

Debt Sector Allocation

Sector	Value
Corporate	61.96%
Government	34.67%
Cash Equivalent	3.1%

Credit Quality

Rating	Value
AAA	99.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.18% Govt Stock 2033 Sovereign Bonds \| -	13%	₹1,776 Cr	172,935,080 ↓ -5,000,000
7.1% Govt Stock 2034 Sovereign Bonds \| -	8%	₹1,066 Cr	104,220,308 ↓ -10,000,000
Jamnagar Utilities & Power Private Limited Debentures \| -	4%	₹558 Cr	5,700
LIC Housing Finance Limited Debentures \| -	3%	₹458 Cr	4,550
Bajaj Finance Limited Debentures \| -	3%	₹437 Cr	43,500
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹434 Cr	43,500
7.53% Govt Stock 2034 Sovereign Bonds \| -	3%	₹429 Cr	42,500,000
Small Industries Development Bank Of India Debentures \| -	2%	₹346 Cr	34,500
Power Finance Corporation Ltd. Debentures \| -	2%	₹325 Cr	32,500
Mahindra & Mahindra Financial Services Ltd Debentures \| -	2%	₹303 Cr	30,000

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 6.7% 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 (02 Apr 25)	₹3,121.44 ↑ 12.71 (0.41 %)
Net Assets (Cr)	₹5,903 on 28 Feb 25
Category	Debt - Corporate Bond
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderate
Expense Ratio	0.66
Sharpe Ratio	0.82
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	NIL
Yield to Maturity	7.36%
Effective Maturity	4 Years 11 Months 8 Days
Modified Duration	3 Years 7 Months 20 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,818
31 Mar 22	₹11,270
31 Mar 23	₹11,662
31 Mar 24	₹12,513
31 Mar 25	₹13,559

Invesco India Corporate Bond Fund SIP 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 2 Apr 25

Duration	Returns
1 Month	1.7%
3 Month	2.8%
6 Month	4.2%
1 Year	8.8%
3 Year	6.5%
5 Year	6.4%
10 Year
15 Year
Since launch	6.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.1%
2023	6.7%
2022	2.9%
2021	3.4%
2020	10.1%
2019	11.1%
2018	4%
2017	1.8%
2016	14.1%
2015	5.2%

Fund Manager information for Invesco India Corporate Bond Fund

Name	Since	Tenure
Krishna Cheemalapati	16 Dec 20	4.29 Yr.
Vikas Garg	26 Sep 20	4.51 Yr.

Data below for Invesco India Corporate Bond Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	5%
Debt	94.73%
Other	0.28%

Debt Sector Allocation

Sector	Value
Corporate	54.77%
Government	39.96%
Cash Equivalent	5%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.18% Govt Stock 2033 Sovereign Bonds \| -	7%	₹362 Cr	35,286,700 ↓ -1,500,000
7.1% Govt Stock 2034 Sovereign Bonds \| -	6%	₹354 Cr	34,612,600 ↑ 2,500,000
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	4%	₹197 Cr	19,591,100 ↓ -1,500,000
7.32% Govt Stock 2030 Sovereign Bonds \| -	3%	₹185 Cr	18,000,000
Small Industries Development Bank Of India Debentures \| -	3%	₹169 Cr	17,000,000
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹140 Cr	14,000,000 ↑ 2,000,000
LIC Housing Finance Ltd Debentures \| -	2%	₹126 Cr	12,500,000
Jamnagar Utilities And Power Private Limited Debentures \| -	2%	₹116 Cr	11,500,000
Pipeline Infrastructure Private Limited Debentures \| -	2%	₹111 Cr	11,000,000
Export-Import Bank Of India Debentures \| -	2%	₹100 Cr	10,000,000

7. 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 (02 Apr 25)	₹39.4526 ↑ 0.15 (0.39 %)
Net Assets (Cr)	₹705 on 28 Feb 25
Category	Debt - Corporate Bond
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.51
Sharpe Ratio	0.67
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	7.37%
Effective Maturity	5 Years 10 Months 5 Days
Modified Duration	3 Years 9 Months 25 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,870
31 Mar 22	₹11,332
31 Mar 23	₹11,822
31 Mar 24	₹12,605
31 Mar 25	₹13,658

Sundaram Corporate Bond Fund SIP 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 2 Apr 25

Duration	Returns
1 Month	1.8%
3 Month	2.7%
6 Month	4.1%
1 Year	8.8%
3 Year	6.6%
5 Year	6.5%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8%
2023	6.3%
2022	3.7%
2021	3.5%
2020	11%
2019	11.3%
2018	4.8%
2017	5.4%
2016	11.7%
2015	8.7%

Fund Manager information for Sundaram Corporate Bond Fund

Name	Since	Tenure
Dwijendra Srivastava	31 Jul 10	14.68 Yr.
Sandeep Agarwal	1 Jun 12	12.84 Yr.

Data below for Sundaram Corporate Bond Fund as on 28 Feb 25

Asset Allocation

Asset Class	Value
Cash	5.39%
Debt	94.21%
Other	0.41%

Debt Sector Allocation

Sector	Value
Corporate	52.49%
Government	41.71%
Cash Equivalent	5.39%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.1% Govt Stock 2034 Sovereign Bonds \| -	12%	₹81 Cr	7,900,000
Small Industries Development Bank Of India Debentures \| -	7%	₹50 Cr	5,000
Indian Railway Finance Corporation Limited Debentures \| -	6%	₹40 Cr	4,000
National Housing Bank Debentures \| -	6%	₹40 Cr	4,000
LIC Housing Finance Limited Debentures \| -	4%	₹30 Cr	300
HDFC Bank Limited Debentures \| -	4%	₹25 Cr	2,500 ↑ 2,500
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹25 Cr	2,500
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹25 Cr	2,500
Rural Electrification Corporation Limited Debentures \| -	4%	₹25 Cr	2,500
Rural Electrification Corporation Limited Debentures \| -	4%	₹25 Cr	2,500

8. 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 (02 Apr 25)	₹29.2818 ↑ 0.10 (0.34 %)
Net Assets (Cr)	₹29,290 on 15 Mar 25
Category	Debt - Corporate Bond
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.57
Sharpe Ratio	1.96
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	NIL
Yield to Maturity	7.63%
Effective Maturity	4 Years 8 Months 8 Days
Modified Duration	2 Years 7 Months 28 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,894
31 Mar 22	₹11,359
31 Mar 23	₹11,991
31 Mar 24	₹12,939
31 Mar 25	₹14,013

ICICI Prudential Corporate Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125 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 2 Apr 25

Duration	Returns
1 Month	1.5%
3 Month	2.6%
6 Month	4.4%
1 Year	8.7%
3 Year	7.4%
5 Year	7.1%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8%
2023	7.6%
2022	4.5%
2021	4.1%
2020	10.4%
2019	9.9%
2018	6.4%
2017	6.3%
2016	9.8%
2015	8.8%

Fund Manager information for ICICI Prudential Corporate Bond Fund

Name	Since	Tenure
Manish Banthia	22 Jan 24	1.19 Yr.
Ritesh Lunawat	22 Jan 24	1.19 Yr.

Data below for ICICI Prudential Corporate Bond Fund as on 15 Mar 25

Asset Allocation

Asset Class	Value
Cash	4.78%
Debt	94.95%
Other	0.27%

Debt Sector Allocation

Sector	Value
Corporate	61%
Government	33.96%
Cash Equivalent	4.78%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.1% Govt Stock 2034 Sovereign Bonds \| -	8%	₹2,252 Cr	220,127,880 ↓ -40,000,000
7.93% Govt Stock 2033 Sovereign Bonds \| -	7%	₹2,019 Cr	196,295,540 ↓ -909,090
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹962 Cr	96,500
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹955 Cr	95,550
Pipeline Infrastructure Private Limited Debentures \| -	3%	₹816 Cr	80,500
7.34% Govt Stock 2064 Sovereign Bonds \| -	2%	₹606 Cr	58,412,000
Small Industries Development Bank Of India Debentures \| -	2%	₹600 Cr	60,000
Bharat Petroleum Corporation Limited Debentures \| -	2%	₹590 Cr	59,000
INDIA UNIVERSAL TRUST AL1 Unlisted bonds \| -	2%	₹525 Cr	535
LIC Housing Finance Ltd Debentures \| -	2%	₹518 Cr	5,000

9. 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 7.1% 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 (02 Apr 25)	₹18.8757 ↑ 0.07 (0.35 %)
Net Assets (Cr)	₹14,053 on 15 Mar 25
Category	Debt - Corporate Bond
AMC	IDFC Asset Management Company Limited
Rating	Not Rated
Risk	Moderate
Expense Ratio	0.61
Sharpe Ratio	0.77
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	3 Years 10 Months 28 Days
Modified Duration	3 Years

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,901
31 Mar 22	₹11,417
31 Mar 23	₹11,782
31 Mar 24	₹12,609
31 Mar 25	₹13,648

IDFC Corporate Bond Fund SIP 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 2 Apr 25

Duration	Returns
1 Month	1.6%
3 Month	2.7%
6 Month	4.2%
1 Year	8.6%
3 Year	6.3%
5 Year	6.5%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.7%
2023	6.8%
2022	2.6%
2021	3.7%
2020	11.6%
2019	8.5%
2018	6.3%
2017	6.2%
2016
2015

Fund Manager information for IDFC Corporate Bond Fund

Name	Since	Tenure
Suyash Choudhary	28 Jul 21	3.68 Yr.
Gautam Kaul	1 Dec 21	3.33 Yr.
Brijesh Shah	10 Jun 24	0.81 Yr.

Data below for IDFC Corporate Bond Fund as on 15 Mar 25

Asset Allocation

Asset Class	Value
Cash	3.83%
Debt	95.87%
Other	0.3%

Debt Sector Allocation

Sector	Value
Corporate	47.98%
Government	47.89%
Cash Equivalent	3.83%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.18% Govt Stock 2033 Sovereign Bonds \| -	16%	₹2,183 Cr	212,500,000 ↓ -24,000,000
National Housing Bank Debentures \| -	7%	₹921 Cr	92,000,000
Bajaj Housing Finance Ltd. 7.78% Debentures \| -	6%	₹850 Cr	85,000,000
7.1% Govt Stock 2034 Sovereign Bonds \| -	4%	₹614 Cr	60,000,000 ↓ -53,500,000
Reliance Industries Limited Debentures \| -	3%	₹489 Cr	47,000,000 ↑ 25,000,000
Indian Railway Finance Corporation Limited Debentures \| -	3%	₹423 Cr	42,500,000
7.18% Govt Stock 2037 Sovereign Bonds \| -	3%	₹411 Cr	40,000,000 ↑ 40,000,000
Export-Import Bank of India 7.4% Domestic Bonds \| -	3%	₹400 Cr	39,850,000 ↓ -10,000,000
Larsen And Toubro Limited Debentures \| -	3%	₹359 Cr	35,500,000
Grasim Industries Limited Debentures \| -	3%	₹352 Cr	35,000,000

10. 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 (02 Apr 25)	₹71.6148 ↑ 0.22 (0.31 %)
Net Assets (Cr)	₹5,678 on 15 Mar 25
Category	Debt - Corporate Bond
AMC	L&T Investment Management Ltd
Rating	☆
Risk	Moderate
Expense Ratio	0.64
Sharpe Ratio	0.6
Information Ratio	0
Alpha Ratio	0
Min Investment	10,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	7.34%
Effective Maturity	3 Years 5 Months 5 Days
Modified Duration	2 Years 10 Months 10 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,755
31 Mar 22	₹11,297
31 Mar 23	₹11,652
31 Mar 24	₹12,495
31 Mar 25	₹13,518

L&T Triple Ace Bond Fund SIP 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 2 Apr 25

Duration	Returns
1 Month	1.6%
3 Month	2.6%
6 Month	4%
1 Year	8.5%
3 Year	6.3%
5 Year	6.3%
10 Year
15 Year
Since launch	7.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.1%
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%

Fund Manager information for L&T Triple Ace Bond Fund

Name	Since	Tenure
Shriram Ramanathan	30 Jun 14	10.76 Yr.
Mohd Asif Rizwi	1 Feb 25	0.16 Yr.

Data below for L&T Triple Ace Bond Fund as on 15 Mar 25

Asset Allocation

Asset Class	Value
Cash	0.24%
Debt	99.41%
Other	0.35%

Debt Sector Allocation

Sector	Value
Corporate	52.17%
Government	47.24%
Cash Equivalent	0.24%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Indian Oil Corporation Limited Debentures \| -	6%	₹317 Cr	3,069
7.38% Govt Stock 2027 Sovereign Bonds \| -	5%	₹310 Cr	30,000,000 ↓ -1,000,000
Power Grid Corporation Of India Limited Debentures \| -	5%	₹281 Cr	2,700
HDFC Bank Limited Debentures \| -	4%	₹245 Cr	2,350
Ntpc Limited Debentures \| -	4%	₹226 Cr	2,150
7.06% Govt Stock 2028 Sovereign Bonds \| -	4%	₹209 Cr	20,000,000
National Highways Authority Of India Debentures \| -	4%	₹205 Cr	1,950
Housing And Urban Development Corporation Limited Debentures \| -	3%	₹172 Cr	1,650
Ntpc Limited Debentures \| -	3%	₹167 Cr	1,600
7.37% Govt Stock 2028 Sovereign Bonds \| -	3%	₹163 Cr	15,500,000 ↓ -7,500,000

கார்ப்பரேட் பத்திரங்களின் கூடுதல் அம்சங்கள்

கூப்பன் வட்டி

கூப்பன் (வட்டி) என்பது கார்ப்பரேட் பத்திர நிதிகளின் அம்சங்களில் ஒன்றாகும். ஒருவர் ஒரு பத்திரத்தை வாங்கும்போது, அவர்கள் கார்ப்பரேட் பத்திரத்திலிருந்து வெளியேறும் வரை நிறுவனம் அவர்களுக்கு தொடர்ந்து வட்டி செலுத்துகிறது. இந்த வட்டி கூப்பன் என்று அழைக்கப்படுகிறது. கூப்பன் வட்டி என்பது சம மதிப்பின் குறிப்பிட்ட சதவீதமாகும்.

முதிர்ச்சிக்கான மகசூல் (YTM)

ytm வருடாந்திர வருமானத்தை அளவிடுகிறதுமுதலீட்டாளர் முதிர்வு வரை பெறும். முதிர்வுக்கான மகசூல் ஒரு பத்திரத்தின் எதிர்பார்க்கப்படும் வருமானத்தை ஒப்பிட அனுமதிக்கிறது. YTM அதிகமாக இருந்தால், உங்கள் வருமானம் அதிகமாக இருக்கும்.

தற்போதைய மகசூல்

இது போர்ட்ஃபோலியோவில் உள்ள பத்திரங்களால் உருவாக்கப்படும் வட்டி வருமானத்தின் அளவீடு ஆகும். உதாரணமாக, என்றால்கூப்பன் விகிதம் INR 1000 இணை மதிப்பு கொண்ட ஒரு பத்திரம்20 சதவீதம், பின்னர் வழங்குபவர் உங்களுக்கு ஆண்டு வட்டியாக INR 200 செலுத்த வேண்டும்.

வரி தாக்கங்கள்

நீங்கள் மூன்று வருடங்கள் வரை கார்ப்பரேட் பத்திரங்களை வைத்திருந்தால், நீங்கள் குறுகிய காலத்திற்கு செலுத்த வேண்டும்முதலீட்டு வரவுகள் இன்30 சதவீதம். நீங்கள் மூன்று ஆண்டுகளுக்கும் மேலாக கார்ப்பரேட் பத்திரங்களை வைத்திருந்தால், நீண்ட கால மூலதன ஆதாயங்களின் கீழ் வருமானத்திற்கு வரி விதிக்கப்படும், அதாவது,20 குறியீட்டு நன்மையுடன் சதவீதம்.

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ஆவணங்களைப் பதிவேற்றவும் (PAN, ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்ய தயாராக உள்ளீர்கள்!

தொடங்குங்கள்

Disclaimer:
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவுகளின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.