The scheme aims to generate positive returns around 15 months holding period in diverse scenarios of equity and bond markets, by investing primarily in fixed income securities and balance in equity and equity related instruments.
Exit Load: Redemption/Switch-out within 15 Months of allotment - 1%.
Housing Development Finance Corpn. Ltd. 09/03/2018 8.38%
Housing Development Finance Corpn. Ltd. 04/02/2018 9.05%
Power Finance Corpn. Ltd. 11/03/2018 8.95%
LIC Housing Finance Ltd. 15/05/2018 8.73%
State Bank of India
Balkrishna Industries Ltd.
NIIT Technologies Ltd.
Top Sectoral Holdings
Anil Bamboli,Chirag Setalvad
Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.Mr. Setalvad is a B. Sc and MBA from University of North Carolina. Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years. Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.