(As of 30 Apr, 2019)
The primary investment objective of the Scheme is to generate a steady stream of income and medium to long term capital appreciation/gain through investment in fixed income securities such that the Macaulay duration of the portfolio is between 3 years - 4 years. Portfolio Macaulay duration under anticipated adverse situation is 1 year to 4 years. However, there can be no assurance that the investment objective of the Scheme will be achieved.
(since 16 Apr, 2018)
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.
6.84% Govt Stock 2022
182 DTB 14122018
INDIABULLS REAL ESTATE LIMITED
Indiabulls 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 3 stars by Morning Star Ratings.
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