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Two Corporate bond funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Aditya Birla Sun Life Corporate Bond Fund vs Axis Corporate Bond Fund, as of 9 Nov 2026: Aditya Birla Sun Life Corporate Bond Fund NAV ₹122.14, 3Y CAGR 6.9%, expense ratio 0.34%; Axis Corporate Bond Fund NAV ₹19.48, 3Y CAGR 7.6%, expense ratio 0.36%; about 16% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Aditya Birla Sun Life Corporate Bond Fund Direct Growth | Axis Corporate Bond Fund Direct Growth | |
|---|---|---|
| Category | Corporate bond | Corporate bond |
| Fund house | Aditya Birla Sun Life Mutual Fund | Axis Mutual Fund |
| Plan | Direct Plan · GROWTH | Direct Plan · Growth Option |
| NAV | ₹122.14 (9 Nov 2026) | ₹19.48 (9 Nov 2026) |
| 1Y return | 4.0% | 4.9% |
| 3Y CAGR | 6.9% | 7.6% |
| 5Y CAGR | 6.4% | 6.8% |
| Since launch (CAGR) | 7.9% | 7.4% |
| Expense ratio | 0.34% | 0.36% |
| AUM | ₹24,310 cr | ₹7,248 cr |
| Risk-o-meter | Moderate | Moderate |
| Benchmark | NIFTY Corporate Bond Index A-II | NIFTY Corporate Bond Index A-II |
| Exit load | — | Nil |
| Minimum SIP | ₹100 | ₹100 |
| Holdings | 186 | 120 |
| Top 10 holdings weight | 33.8% | 29.2% |
| Portfolio overlap | About 16% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Axis Corporate Bond Fund has the higher 5-year CAGR (as of 9 Nov 2026): Aditya Birla Sun Life Corporate Bond Fund 6.4% a year vs Axis Corporate Bond Fund 6.8% a year. Past performance is not indicative of future results.
Aditya Birla Sun Life Corporate Bond Fund costs less: Aditya Birla Sun Life Corporate Bond Fund charges 0.34% a year and Axis Corporate Bond Fund 0.36% a year.
Aditya Birla Sun Life Corporate Bond Fund is larger: Aditya Birla Sun Life Corporate Bond Fund manages ₹24,310 cr and Axis Corporate Bond Fund ₹7,248 cr (as of 9 Nov 2026).
About 16% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Moderate" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer