The investment objective of the Scheme is to generate regular income and capital appreciation through investment in a portfolio of short term debt & money market instruments such that the Macaulay duration of the portfolio is between 3 - 6 months. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
- Investment in quality short duration instruments having relatively stable returns and lowervolatility
- Selection of securities based on Risk Guard Process^ – An in-house Research and Process Framework
- Optimal risk management for providing better risk adjusted returns
^ Refer SID for details
Who is it suitable for?
- CORPORATES/ MSME#/ SOLE PROPRIETORSHIP
- Liquidity focus makes it is an apt cash management tool
- Alternative for those looking beyond liquid funds for better risk adjusted return
- Investors looking for a short term investment solution
- Investors moving away from traditional short term products and looking for alternatives with higher return potential
# Micro, small and medium scale enterprises
CRISIL Ultra Short Term Debt Index