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Corporate Bond Carry Basket

A diversified basket of the most consistently quoted corporate bonds on NSE's debt segment, spread across 25 issues so no single credit event dominates, and rebalanced semi-annually to match how slowly the tradeable set changes.

Why this is expected to work

Corporate bonds pay a spread over government securities for two distinct reasons: default risk, and illiquidity. Retail investors reliably underestimate the second. On our own data the Indian corporate bond market quotes roughly 2,500-3,000 distinct ISINs in a year across about 85,000 quote-rows, which averages under 30 quoted days per bond per year — a bond you can buy is frequently not a bond you can sell at a price near where you last saw it marked. That is why this template screens hard on quote consistency before anything else, holds 25 names rather than the 8 or 10 an equity screen would, and rebalances twice a year rather than monthly. The diversification is doing a different job than in an equity portfolio: bond returns are capped on the upside at par plus coupon, so the distribution is negatively skewed and one default is not offset by one winner. Treat the result as a carry and liquidity study, not as a proposal to replace a debt fund — a debt mutual fund gets you the same exposure with an institutional dealing desk in front of it.

bondscorporatecreditcarry
Universe
Indian Bonds (NSE debt segment + G-Sec) XOTC
Rebalance
Twice a year Equal weighted

How the pipeline works

Filter

Carries a real credit spread

Keeps rows where spread_over_gsec > 100

spread_over_gsec > 100
Filter

Priced by a real trade today

Keeps rows where price_is_traded == 1

price_is_traded == 1
Filter

Not about to mature

Keeps rows where time_to_maturity_years > 1

time_to_maturity_years > 1
Calculate

120-day average trade count

Computes trade_frequency = @SMA(bond_num_trades, 120)

@SMA(bond_num_trades, 120)
Filter

Trades on a regular basis

Keeps rows where trade_frequency > 0.2

trade_frequency > 0.2
Rank

25 widest tradeable spreads

Selects the top 25 by spread_over_gsec

What this template teaches

  • Wide diversification where return distributions are negatively skewed
  • Screening on quote consistency as a tradeability gate
  • Matching rebalance cadence to instrument liquidity
Read the full write-up

Corporate Bonds in India: The Yield Is Real, So Is the Liquidity Trap

Indian corporate bonds quote roughly 30 days a year each. A bond you can buy is frequently not a bond you can sell near where you last saw it marked — and that, not default risk, is what the spread is mostly paying for.