The scheme seeks to generate income / capital appreciation through investment in a portfolio comprising substantially of floating rate debt, fixed rate debt instruments swapped for floating rate returns and money market instruments.
Housing Development Finance Corpn. Ltd. 25/02/2020 8.43%
Axis Bank Ltd. 05/03/2020
Small Industries Devp. Bank of India Ltd. 04/06/2020
Union Bank of India 04/11/2099 9.00%
Top Sectoral Holdings
Shobhit Mehrotra,Amar Kalkundrikar
He is an MBA from Clemson University, USA.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School. Prior to joining HDFC AMC he has worked with Templeton AMC, and ICRA.Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
Other Funds Managed by Shobhit Mehrotra,Amar Kalkundrikar