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Holdings (50)

NameSectorInstrumentAssets
GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100EntitiesGOI Securities11.51%
CENTRAL GOVERNMENT LOAN 23277 GOI 22SP33 FLT FV RS 100EntitiesGOI Securities Floating Rate Bond8.84%
STATE DEVELOPMENT LOAN 36123 MH 25JU38 7.03 FV RS 100UnspecifiedState Development Loan8.21%
GOVERNMENT OF INDIA 32829 GOI 10AP28 7.06 FV RS 100EntitiesGOI Securities5.73%
GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100EntitiesGOI Securities5.46%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA CD 29JAN27FinancialCertificate of Deposit5.32%
IDFC FIRST BANK LIMITED CD 04FEB27FinancialCertificate of Deposit5.31%
Reverse RepoUnspecifiedReverse Repo5.04%
MUTHOOT FINANCE LIMITED 7.85 NCD 22FB29 FVRS1LACFinancialDebenture4.21%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 647 8.40 NCD 18SP27 FVRS1LACFinancialDebenture2.97%

Returns and rankings

1Y3Y5YAll
Fund Returns3.93%9.46%8.10%8.41%
Category Average5.47%9.05%7.98%NA%
Rank Within Category11.00%7.00%15.00%NA%

Expense ratio, exit load and tax


Expense ratio: 0.6%

Inclusive of GST


Exit load

Nil


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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