-
Fund Type : An open ended debt scheme predominantly investing in AA and below rated corporate bonds (excluding AA+ rated corporate bonds. A Moderate Interest Rate Risk and Relatively High Credit Risk.Entry Load : NilDate of Allotment : February 27, 2015
-
Benchmark :CRISIL Credit Risk Debt C-II IndexExit Load :
Investment Objective
The Scheme's investment objective is to generate capital appreciation over the long term by investing predominantly in corporate debt across the credit spectrum within the universe of investment grade rating. To achieve this objective, the Scheme will seek to make investments in rated, unrated instruments and structured obligations of public and private companies. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Fund Manager
-
ALOK SINGH
CFA and PGDBA from
ICFAI Business School.See detail
Fund Highlights
Riskometer
Potential Risk Class Matrix | |||||||||
---|---|---|---|---|---|---|---|---|---|
Credit Risk | Relatively Low (Class A) | Moderate (Class B) | Relatively High (Class C) | ||||||
Interest rate Risk | |||||||||
Relatively Low (Class I) | |||||||||
Moderate (Class II) | C-II | ||||||||
Relatively High (Class III) |
Top 10 Portfolio Holdings
Credit Profile
Asset Allocation
Performance(Regular Plan)
1 yr | 6.2 % | 7.8 % |
3 yrs | 39.2 % | 6.7 % |
5 yrs | 10.2 % | 7.8 % |