Aditya Birla Sun Life Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF209K01S38 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund is consistent over the period near 0. For now, the fund is in the first quarter as of Feb 2023. Rolling risk/return (Snail-trail) The
- Published in Debt corporate
Axis Corporate Debt Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF846K01ZM8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund is consistent over the years till May 2022. In June 2022, the fund grew to 0.5% and now is currently in the first quartile.
- Published in Debt corporate
Baroda BNP Paribas Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF251K01GP4 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund was in the negative for the majority of the period. The fund has spent most of the time at – 3.50%. and now
- Published in Debt corporate
Canara Robeco Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF760K01HB2 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund’s rolling returns are consistently below the 0%. The fund has been in between 2nd and 3rd quartile for the maximum of its period. Rolling
- Published in Debt corporate
DSP Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF740KA1KE8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund’s rolling returns are consistently below the 0% range. The fund has been between 0 to -2 % for the entire period. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Franklin India Corporate Debt Fund – Plan A – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF090I01FW8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The funds rolling returns were positive for the period of Aug 2016 to May 2020. The fund was out performing in that period. Later that the
- Published in Debt corporate
HDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund did not show any major changes overall during the period. The fund was between -0.5 to +0.5 for the entire period. Rolling risk/return (Snail-trail) The standard
- Published in Debt corporate
HSBC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund was consistent for the entire period having rolling returns of about -3 %. The fund was always in the 3rd and 4th quartile for the entire
- Published in Debt corporate
ICICI Prudential Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns for the entire period were consistent. It was always in between -1 to +1. The fund was in the 1st and 2nd quartile. Rolling risk/return
- Published in Debt corporate
IDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns of the fund is negative for the entire period. As of April 2023, the fund’s rolling return is about -0.5 %. Rolling risk/return (Snail-trail) The
- Published in Debt corporate
Invesco India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund started in the fourth quartile and stayed below the median for the maximum period. As of Feb 2023 the fund is at -0.5%. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Kotak Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns for the entire period was in between 1 to -1%. At the start the rolling returns was at -0.9 % and it went to the
- Published in Debt corporate
L&T Triple Ace Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns when started was at -2.3%. and as of March 2023, the rolling returns is at -0.5%. The rolling returns were at its peak having 2%
- Published in Debt corporate
Mirae Asset Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns are for only one year. The fund from the start is negative. As of April 2023, the fund is at -1 %. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Nippon India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns are almost below 0% for the entire period. The fund was consistent for almost the entire period. As of Feb 2023, the rolling returns are
- Published in Debt corporate
PGIM India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns of this fund shows that it was negative when started and was consistent and stayed negative for the entire period. As of May 2023, the
- Published in Debt corporate
SBI Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns here are for only one year. The fund is underperforming. The fund is now in the 4th quartile. Rolling risk/return (Snail-trail) The standard deviation on
- Published in Debt corporate
Sundaram Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns were at its peak with around 2.2% in the month of Dec 2016. Then the rolling returns have not shown much fluctuation from March 2018
- Published in Debt corporate
Union Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns show that the fund was underperforming. Always the fund below the median line. Rolling risk/return (Snail-trail) The standard deviation on the 3 year excess returns
- Published in Debt corporate
UTI Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns were between -1 to 1 % for the entire period. As of April 2023, the rolling returns is at -0.3%. Rolling risk/return (Snail-trail) The standard
- Published in Debt corporate