(As of 31 Jan, 2021)
CRISIL Medium Term Debt TR INR
Investors understand that their principal will be at Moderately High Risk.
The investment objective of the scheme is to generate income and capital appreciation over a medium term. However, there can be no assurance that the investment objective of the scheme will be realized.
1 %(If redeemed within 365 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.
6.68% Govt Stock 2031
Embassy Office Parks REIT
Green Infra Wind Energy Limited
LIC Housing Finance 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 2 stars by Morning Star Ratings.