info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

HDFC Mutual Fund

HDFC Corporate Bond Fund - Quarterly IDCW Option - Direct Plan

★★★★★ monitor_heart Health Score: 63/100 · Average

HDFC Mutual Fund · Debt · Corporate Bond Fund

₹10.46

+0.0 (+0.03%) trending_up

AUM: ₹31,066 Cr

NAV updated about 1 month ago

Plan

Direct

Option

Idcw

Risk

Moderate

Expense Ratio

0.38%

Exit Load

Nil

Fund Manager

Anupam Joshi

Inception

Jan 2013

Benchmark

Nifty Corporate Bond Index A-II

Sharpe Ratio

-2.18

Std Dev (1Y)

2.25%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+1.12%

3m

+1.22%

6m

+2.06%

1y

+4.41%

3y

+7.28%

5y

+6.29%

10y

+7.52%

since inception

+0.3%

rate_review TopFund's Take on HDFC Corporate Bond Fund - Quarterly IDCW Option - Direct Plan

HDFC Corporate Bond Fund - Quarterly IDCW Option - Direct Plan sits in the middle of the pack for Corporate Bond Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 63/100.

Cost: At 0.38%, the expense ratio runs 15% above the Corporate Bond Fund category average of 0.33%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -2.18 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.25% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Financial 62.17%
Entities 14.29%
Unspecified 10.80%
Industrials 5.15%
Others 0.63%
Technology 0.16%

pie_chart Asset Allocation

Debenture 32.31%
Non Convertible Debenture 18.46%
Bonds 14.78%
GOI Securities 11.63%
Bonds/NCDs 6.01%
State Development Loan 5.69%
Securitised Debt 3.40%
GOI Securities Floating Rate Bond 2.66%
Net Current Assets 2.59%
Floating Rate Bond 0.85%
Bonds/Debentures 0.48%
Repo 0.42%
Alternative Investment Fund 0.33%
Certificate of Deposit 0.23%
Zero Coupon Bonds 0.16%

Frequently Asked Questions about HDFC Corporate Bond Fund - Quarterly IDCW Option - Direct Plan

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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