Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Corporate Bond Fund

TRUSTMF CORPORATE BOND FUND-DIRECT PLAN-GROWTH

Trust Mutual Fund · Managed by Jalpan Shah; Shradhanjali Panda

FundScore
Latest NAV
₹1276.1285
as of 18 Aug 2026
AUM
Expense ratio
0.21%
as of 30 Jun 2026
Inception
23 Jan 2023
FundScore
48/100slipping
Rank #73 of 216 in Corporate Bond Fund · top 52%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.52%
3M
2.41%
6M
2.73%
1Y
5.20%
3Y CAGR
7.00%
5Y CAGR
Since incep.
7.04%
Fund details
Fund manager
Jalpan Shah; Shradhanjali Panda
Riskometer
Moderate Risk
Type
Open Ended
Portfolio turnover
Volatility (3Y)
1.3%
Rating (external)
★★★☆☆as of 31 Jul 2026
Investment objective

To generate optimal returns by investing predominantly in AA+ and above rated corporate bonds. However, there can be no assurance that the investment objective of the scheme will be realized.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 31 Jul 2026.
7.35% Export Import Bank of India (27/07/2028)
debt
14.85%
7.6% Power Finance Corporation Limited (13/04/2029)
debt
11.03%
7.70% HDFC Bank Limited (16/05/2028)
debt
10.99%
6.36% Government of India (16/02/2031)
debt
10.92%
6.47% Indian Railway Finance Corporation Limited (30/05/2028)
debt
10.82%
6.75% Government of India (23/12/2029)
debt
5.53%
7.68% Small Industries Dev Bank of India (09/07/2027)
debt
5.49%
7.68% Small Industries Dev Bank of India (10/09/2027)
debt
5.49%
7.3763% Bajaj Finance Limited (26/06/2028)
debt
5.44%
7.18% Sundaram Finance Limited (16/05/2028)
debt
5.43%
6.87% REC Limited (31/05/2030)
debt
5.40%
364 Days Tbill (MD 04/03/2027)
debt
1.86%
Corporate Debt Market Development Fund
other
1.64%
7.20% Power Grid Corporation of India Limited (09/08/2027)
debt
1.10%
6.94% Government of India (11/05/2036)
debt
1.10%
91 Days Tbill (MD 06/08/2026)
debt
0.22%