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
LIC Housing Finance Ltd. 15/05/2018 8.73%
Axis Bank Ltd. 07/06/2018
Housing Development Finance Corpn. Ltd. 06/09/2019
National Bank For Agriculture & Rural Development 158-D 31/07/2018
Reliance Industries Ltd. 180-D 28/08/2018
Small Industries Devp. Bank of India Ltd. 24/05/2018
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