HDFC Corporate Bond Fund - Growth Option

(Erstwhile HDFC Medium Term Opportunities Fund - Growth Option)
Fund House: HDFC Mutual Fund
Category: Debt: Corporate Bond
Launch Date: 01-06-2010
Asset Class: Fixed Income
Benchmark: Nifty Corporate Bond Index A-II
TER: 0.61% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 32,373.58 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: Nil

31.2705

8.14%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
8 Years 6 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 0.04
Alpha 0.09
Beta 0.64
Yield to Maturity 7.47
Average Maturity 6.07

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 01-06-2010 8.55 7.92 6.47 6.91 7.65
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan 03-03-1997 8.52 7.92 6.72 7.11 7.73
BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION 08-11-2008 8.48 7.68 5.79 5.73 5.88
Nippon India Corporate Bond Fund - Growth Plan - Growth Option 14-09-2000 8.4 7.75 6.69 6.78 7.29
Kotak Corporate Bond Fund- Regular Plan-Growth Option 21-09-2007 8.24 7.61 6.33 6.4 -
Tata Corporate Bond Fund-Regular Plan-Growth 29-11-2021 8.17 7.51 5.9 - -
Invesco India Corporate Bond Fund - Growth 02-08-2007 8.07 7.36 5.96 6.15 6.49
Axis Corporate Debt Fund - Regular Plan Growth 01-07-2017 8.06 7.41 6.23 6.71 -
HSBC Corporate Bond Fund - Regular Growth 01-01-2013 8.03 7.3 5.85 6.55 6.76
Union Corporate Bond Fund - Regular Plan - Growth Option 07-05-2018 7.98 7.17 5.69 6.02 -

Scheme Characteristics

Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.03%

Scheme Documents

There are no scheme documents available

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