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Holdings (28)

NameSectorInstrumentAssets
TATA PROJECTS LIMITED SR R 8.35 NCD 22JL27 FVRS1LACIndustrialsDebenture8.6%
ADANI POWER LIMITED SR I 8 NCD 27JN28 FVRS1LACEnergy & UtilitiesDebenture8.52%
NUVOCO VISTAS CORPORATION LIMITED 7.7 NCD 18SP28 FVRS1LACMaterialsDebenture8.5%
Adani Ports and Special Economic Zone Ltd Debenture 9.35 04/07/2026IndustrialsDebenture5.74%
NIRMA LIMITED SR VII TR C 8.50 NCD 07AP27 FVRS1LACConsumer StaplesDebenture5.74%
360 ONE PRIME LIMITED 9.50 NCD 19JU26 FVRS1LACFinancialNon Convertible Debenture5.74%
VEDANTA LIMITED SR 1 9.40 NCD 20FB27 FVRS1LACMaterialsDebenture5.73%
TRUHOME FINANCE LIMITED SR 38 8.60 NCD 27AG27 FVRS1LACFinancialNon Convertible Debenture5.72%
MANAPPURAM FINANCE LIMITED 8.60 NCD 24MR28 FVRS1LACFinancialDebenture5.71%
GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100EntitiesGOI Securities4.48%

Returns and rankings

1Y3Y5YAll
Fund Returns6.99%8.38%9.28%7.76%
Category Average10.26%8.66%9.04%NA%
Rank Within Category10.00%10.00%6.00%NA%

Expense ratio, exit load and tax


Expense ratio: 0.8%

Inclusive of GST


Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.


Stamp duty

0.005% (from July 1st, 2020)


Tax implication

Returns are taxed as per your Income Tax slab.


Fund management

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