CRISIL Medium Term Debt TR INR
(As of 31 Dec, 2020)
The investment objective of the Scheme is to seek to optimize returns by from a portfolio comprising investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 year and 4 years. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns
1 %(If redeemed within 360 days)
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
6.18% Govt Stock 2024
5.22% GOI 2025
Grasim Industries Limited
Bharat Petroleum Corporation Limited
Medium Duration Funds invest in debt and money market instruments wherein the portfolio’s Macaulay Duration should be between three to four years. Given that these funds do not have equity exposure, it reduces the risk factor and is generallysuited for investors whose investment horizon is 1 – 3 years and are looking for just better than nominal returns.
This fund is rated 1 stars by Morning Star Ratings.