The scheme aims to provide income consistent with the prudent risk from a portfolio mainly comprising of floating rate debt, fixed rate debt swapped for floating rate returns and fixed rate and money market instruments. The portfolio would be tilted towards short term maturities.
Housing & Urban Development Corpn. Ltd. 180-D 16/05/2018
Power Finance Corpn. Ltd. 136-D 15/06/2018
Wadhawan Global Capital Pvt Ltd. 31/07/2020
Kotak Mahindra Bank Ltd. 08/03/2018
Can Fin Homes Ltd. 160-D 15/03/2018
HDFC Bank Ltd. 20/03/2018
Axis Bank Ltd. 07/06/2018
LIC Housing Finance Ltd. 16/02/2018 7.35%
Kotak Mahindra Prime Ltd. 137-D 30/03/2018
Reliance Jio Infocomm Ltd. 31/05/2019 8.10%
Top Sectoral Holdings
Sachin Padwal-Desai,Pallab Roy
Mr. Desai is a B.E and PGDM from IIM Bangalore.Mr. Roy is a M.Com and MBA (Finance). Prior to joining Sundaram Mutual Fund he has worked with ICICI Bank, Infosys Technologies and Thermax.He has been associated with Franklin Templeton Investments since 2001.
Other Funds Managed by Sachin Padwal-Desai,Pallab Roy