ICICI Prudential Corporate Bond Fund

Current Fund Size :

₹ 7.25 Lakh

₹31.76

NAV

8.22% p.a.

Overall Return

0.03%

1-Day Change

0.35%

Expense Ratio

₹ 33,453 Cr

AUM (Fund Size)

12+ yrs

Fund Age

Investment Policy

Benchmark

Nifty Corporate Bond Index A-II

Risk Level

Moderate Risk

Min. Investment

SIP: ₹105 & Lumpsum: ₹105

Exit Load

0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

LTCG (After 1 Year)

Age of Fund

12 yrs 8 m since Jan 01, 2013

Current Value (Example)

₹ 7.25 Lakh

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Bharat Petroleum Corporation Ltd. Energy NCD 1.78%
2 REC Ltd. Financial NCD 1.58%
3 Power Finance Corporation Ltd. Financial NCD 1.13%
4 REC Ltd. Financial Debenture 0.92%
5 L&T Metro Rail (Hyderabad) Ltd. Construction NCD 0.91%
6 National Bank For Agriculture & Rural Development Financial Bonds 0.76%
7 Jamnagar Utilities and Power Pvt. Ltd. Capital Goods Debenture 0.61%
8 Power Finance Corporation Ltd. Financial Debenture 0.60%
9 Tata Capital Housing Finance Ltd. Financial Debenture 0.60%
10 Small Industries Devp. Bank of India Ltd. Financial Bonds/NCD 0.58%
11 National Bank For Agriculture & Rural Development Financial Bonds 0.57%
12 State Bank of India Financial Ad.Tier 2 Bnd 0.54%
13 Sikka Ports and Terminals Ltd. Energy Debenture 0.54%
14 REC Ltd. Financial Bonds/NCD 0.49%
15 Mahanagar Telephone Nigam Ltd. Communication Debenture 0.48%
16 Mahindra & Mahindra Financial Services Ltd. Financial Bonds 0.45%
17 REC Ltd. Financial Debenture 0.45%
18 Kotak Mahindra Investments Ltd. Financial Debenture 0.45%
19 REC Ltd. Financial Debenture 0.45%
20 Power Finance Corporation Ltd. Financial NCD 0.38%
21 State Bank of India Financial Ad.Tier 2 Bnd 0.37%
22 Housing & Urban Development Corporation Ltd. Financial Debenture 0.36%
23 Samvardhana Motherson International Ltd. Automobile Debenture 0.33%
24 Power Finance Corporation Ltd. Financial Debenture 0.32%
25 Samvardhana Motherson International Ltd. Automobile NCD 0.31%
26 HDFC Bank Ltd. Financial Debenture 0.31%
27 Power Finance Corporation Ltd. Financial Debenture 0.30%
28 LIC Housing Finance Ltd. Financial Debenture 0.29%
29 HDFC Bank Ltd. Financial Debenture 0.24%
30 REC Ltd. Financial Debenture 0.16%
31 REC Ltd. Financial Bonds 0.15%
32 REC Ltd. Financial Debenture 0.15%
33 National Bank For Agriculture & Rural Development Financial FRB 0.15%
34 Power Finance Corporation Ltd. Financial Debenture 0.15%
35 REC Ltd. Financial Debenture 0.15%
36 Housing & Urban Development Corporation Ltd. Financial Debenture 0.15%
37 National Bank For Agriculture & Rural Development Financial Debenture 0.15%
38 Sundaram Home Finance Ltd. Financial Debenture 0.15%
39 Power Finance Corporation Ltd. Financial Debenture 0.14%
40 Sikka Ports and Terminals Ltd. Energy Debenture 0.11%
41 HDB Financial Services Ltd. Financial Debenture 0.10%
42 Power Finance Corporation Ltd. Financial Debenture 0.09%
43 Embassy Office Parks REIT Construction NCD 0.09%
44 Power Finance Corporation Ltd. Financial Bonds 0.08%
45 Jamnagar Utilities and Power Pvt. Ltd. Capital Goods NCD 0.07%
46 Power Finance Corporation Ltd. Financial Bonds 0.06%
47 REC Ltd. Financial Debenture 0.06%
48 Rajasthan State Others SDL 0.04%
49 Grasim Industries Ltd. Construction Bonds 0.03%
50 Power Finance Corporation Ltd. Financial Bonds 0.02%
51 National Bank For Agriculture & Rural Development Financial NCD 0.00%
52 Hindustan Petroleum Corporation Ltd. Energy Bonds/NCD 0.00%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 ICICI Prudential Corporate Bond Fund 8.34% 8.1% 6.86% 0.80 0.38 1.77 2.89 33,453 Cr 12 yrs 8 m 0.35%
2 Nippon India Corporate Bond Fund 8.41% 8.38% 7.1% 1.27 0.68 1.20 1.95 10,042 Cr 12 yrs 8 m 0.36%
3 PGIM India Corporate Bond Fund 8.16% 7.89% 6.64% 1.23 0.64 0.84 1.36 88 Cr 12 yrs 8 m 0.25%
4 Franklin India Corporate Debt Fund 9.87% 8.33% 6.85% 1.41 0.56 1.03 2.33 1,071 Cr 12 yrs 8 m 0.25%
5 Kotak Corporate Bond Fund 8.26% 8.1% 6.62% 1.13 0.59 1.13 1.93 17,612 Cr 12 yrs 8 m 0.34%
6 Canara Robeco Corporate Bond Fund 7.01% 7.37% 5.99% 1.13 0.62 0.51 0.77 115 Cr 11 yrs 8 m 0.36%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 0.65% 0.65%
2 3 Months 1.31% 1.15%
3 6 Months 3.95% 3.88%
4 1 Year 8.34% 8.06%
5 2 Years 8.22% 8.28%
6 3 Years 8.1% 7.96%
7 4 Years 7% 6.54%
8 5 Years 6.86% 6.44%
9 7 Years 7.86% 7.52%
10 10 Years 7.82% 7.48%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 ICICI Prudential Income Plus Arbitrage Active FoF 1,631 Cr 5.32% View Detail
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3 ICICI Prudential Nifty G-Sec Dec 2030 Index Fund 892 Cr 8.55% View Detail
4 ICICI Prudential Medium Term Bond Fund 5,704 Cr 9.27% View Detail
5 ICICI Prudential All Seasons Bond Fund 14,848 Cr 8.25% View Detail
6 ICICI Prudential Constant Maturity Gilt Fund 2,535 Cr 7.68% View Detail

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