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Home>Mutual Funds>Compare HDFC Corporate Bond Fund Direct Plan Growth with Aditya Birla Sun Life Corporate Bond Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

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HDFC Corporate Bond Fund Direct Plan Growth

Debt
Corporate Bond
3.0star
INVEST NOW
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Aditya Birla Sun Life Corporate Bond Fund Direct Growth

Debt
Corporate Bond
5.0star
INVEST NOW
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HDFC Corporate Bond Fund Direct Plan Growth

(5.0%)

Aditya Birla Sun Life Corporate Bond Fund Direct Growth

(5.0%)
1Y
3Y
5Y
Fund Details
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RiskModerateModerate-
Min SIP Amount₹500₹100-
Expense Ratio0.30%0.30%-
NAV₹26.1 (27-Oct-2021)₹89.6 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹28,361Cr₹22,271Cr-
Returns
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1Y
5.0%
5.0%
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3Y
9.5%
9.2%
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5Y
8.1%
8.1%
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Pros & Cons
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Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 3.05 The fund has generated returns higher than benchmark - NIFTY Corporate Bond TRI - in the last 3Y
3. Exit load is zero
4. Lower expense ratio: 0.3%
5. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
6. Consistently top ranked fund
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 3.36 The fund has generated returns higher than benchmark - NIFTY Corporate Bond TRI - in the last 3Y
3. Exit load is zero
4. Lower expense ratio: 0.3%
5. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons
1. Higher AUM: 28360Cr. Funds with a higher AUM tend to have lower returns in the future
1. Higher AUM: 22271Cr. Funds with a higher AUM tend to have lower returns in the future
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Holding Analysis

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Top 5
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Top 20
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P/E
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-
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P/B
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-
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Turnover
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Equity
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-
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
GOI
3.8%
GOI
3.7%
GOI
3.1%
National Bank For Agriculture & Rural Development
2.7%
Ultratech Cement Ltd.
2.6%
Bajaj Finance Ltd.
2.6%
State Bank of India
2.5%
Housing Development Finance Corpn. Ltd.
2.2%
Mangalore Refinery & Petrochemicals Ltd.
2.0%
Reliance Industries Ltd.
2.0%
Name
Assets
GOI
2.7%
Larsen & Toubro Ltd.
2.4%
National Bank For Agriculture & Rural Development
1.9%
Reliance Industries Ltd.
1.9%
Reliance Industries Ltd.
1.8%
Sikka Ports and Terminals Ltd.
1.7%
Pipeline Infrastructure (India) Pvt. Ltd.
1.6%
Sikka Ports and Terminals Ltd.
1.5%
Embassy Office Parks REIT
1.5%
Power Finance Corporation Ltd.
1.4%
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Fund Manager
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Name
Anand Laddha
Maneesh Dangi
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Education
Mr. Laddha has done B.Com. and CA
Mr. Dangi is an MBA and FRM.
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Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
Prior to joining Aditya Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp.
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About Fund
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Description

HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

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Launch Date

30 Jun 2000

23 Dec 1994

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Custodian

HDFC Bank

Citibank NA

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Registrar & Transfer Agent

Cams

Cams

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