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Holdings (74)

NameSectorInstrumentAssets
National Bank For Agriculture & Rural DevelopmentFinancialDebenture7.04%
GOISovereignGOI Sec6.86%
GOISovereignGOI Sec4.26%
REC Ltd.FinancialDebenture3.74%
GOISovereignGOI Sec3.03%
HDFC Bank Ltd.FinancialDebenture2.81%
LIC Housing Finance Ltd.FinancialDebenture2.72%
Power Finance Corporation Ltd.FinancialBonds2.7%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.7%
Bajaj Finance Ltd.FinancialDebenture2.68%

Returns and rankings

1Y3Y5YAll
Fund Returns4.96%9.16%8.97%10.28%
Category Average4.86%8.88%8.30%NA%
Rank Within Category20.00%21.00%14.00%NA%

Expense ratio, exit load and tax


Expense ratio: 0.7%

Inclusive of GST


Exit load

Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year.


Stamp duty

0.005% (from July 1st, 2020)


Tax implication

Returns are taxed as per your Income Tax slab.


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