HDFC Corporate Bond Fund - Growth Option - Direct Plan
(Erstwhile HDFC Medium Term Opportunities Fund -Direct Plan - Growth Option)
Fund House: HDFC Mutual Fund| Category: Debt: Corporate Bond |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Corporate Bond Index A-II |
| TER: 0.36% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 32,526.64 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
33.0283
-0.01 (-0.0318%)
8.23%
Benchmark: 7.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate regular income through investments in Debt/Money Market Instruments and Government Securities with maturities not exceeding 60 months
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.29 |
| Sharpe Ratio | 0.26 |
| Alpha | 0.36 |
| Beta | 0.64 |
| Yield to Maturity | 7.5 |
| Average Maturity | 5.95 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HDFC Corporate Bond Fund - Growth Option - Direct Plan | 01-01-2013 | 10.08 | 8.76 | 7.76 | 7.37 | 7.99 |
| Franklin India Corporate Debt Fund - Growth | 23-06-1997 | 10.13 | 8.18 | 7.04 | 6.75 | 7.32 |
| Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan | 03-03-1997 | 10.1 | 8.6 | 7.62 | 7.27 | 7.87 |
| BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION | 08-11-2008 | 10.09 | 8.26 | 7.09 | 6.2 | 6.09 |
| Nippon India Corporate Bond Fund - Growth Plan - Growth Option | 14-09-2000 | 10.08 | 8.45 | 7.62 | 7.2 | 7.43 |
| Tata Corporate Bond Fund-Regular Plan-Growth | 29-11-2021 | 9.83 | 8.21 | 6.98 | - | - |
| Axis Corporate Bond Fund - Regular Plan Growth | 01-07-2017 | 9.81 | 8.13 | 7.24 | 7.1 | - |
| HDFC Corporate Bond Fund - Growth Option | 01-06-2010 | 9.81 | 8.49 | 7.48 | 7.07 | 7.78 |
| Invesco India Corporate Bond Fund - Growth | 02-08-2007 | 9.81 | 8.12 | 6.98 | 6.54 | 6.8 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | 21-09-2007 | 9.78 | 8.26 | 7.25 | 6.76 | 7.46 |
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
