- Mutual Funds
- HDFC Mutual Funds
- HDFC Corporate Bond fund (Growth)
Formerly HDFC Medium Term Opp Gr
HDFC Corporate Bond fund (Growth)
₹ 28.4984
NAV (Nov 29)
Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.4984
NAV (Nov 29)
Fund Returns
Last 1Y | 6.9% |
Last 3Y | 4.7% |
Last 5Y | 7.3% |
Last 10Y | 7.9% |
Since Inception | 8.1% |
6 Month CAGR | 3% |
Scheme Information
To generate income/capital appreciation through investments predominantly in AA+ and above rated corporate bonds. There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 0.6 |
Launched (13y ago) | Jun 29, 2010 |
AUM in Crores | 26880.551 |
ISIN | INF179K01DC2 |
Lock-in | No Lock-in |
Benchmark | NIFTY Corporate Bond TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.5 |
Standard Deviation (5yr) | 2.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.073 |
Sharpe Ratio (5yr) | 1.094 |
YTM | 7.83 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Corporate Bond fund (Growth) | 8,74,154 | 1,41,542 | 7.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
8.25% govt stock 2033
6%7.68% govt stock 2028
4%7.93% govt stock 2034
3.9%net current assets
3.2%national bank for agriculture and rural development
3%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.7% | 12.6% | ||
6.7% | 5.4% | ||
5.4% | 7.8% | ||
4.6% | 5.8% | ||
6.1% | 5.9% |
HDFC Corporate Bond fund (G) Review
HDFC Corporate Bond fund (G) is a Corporate Bond Debt fund and has delivered an annualised return of 8.1% over a period of 13 years. The fund was previously known as HDFC Medium Term Opp Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anupam Joshi, Dhruv Muchhal, Priya Ranjan.
Nav of HDFC Corporate Bond fund (G) as of 11/29/2023 is ₹28.50 with the total AUM as of 11/30/2023 is ₹26880.551. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Corporate Bond fund (G) was launched on Jun 29, 2010. The category risk of the fund is Moderate Risk.
The minimum SIP amount for HDFC Corporate Bond fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Corporate Bond fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Corporate Bond TR INR.
HDFC Corporate Bond fund (G) is rated as a 4 fund in Debt and delivered 6.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Corporate Bond fund (G).
Frequently Asked Questions
What is HDFC Corporate Bond fund (G)?
How to invest in HDFC Corporate Bond fund (G)?
You can invest in HDFC Corporate Bond fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Corporate Bond fund (G)?
The minimum sip amount for HDFC Corporate Bond fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Corporate Bond fund (G) good to invest in?
As per Scripbox experts, HDFC Corporate Bond fund (G) is a Top Ranked fund. You can investHDFC Corporate Bond fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Corporate Bond fund (G)?
The expense ratio of the HDFC Corporate Bond fund (G) is 0.6% for regular plan.