The Scheme seeks to generate regular returns through investment predominantly in debt instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's total assets in equity
Housing Development Finance Corpn. Ltd. 18/06/2020 8.80%
Indian Railway Finance Corpn. Ltd. 25/03/2029 8.30%
REC Ltd. 10/06/2022 8.15%
Larsen & Toubro Ltd. 18/04/2022 7.87%
HDFC Bank Ltd.
Reliance Industries Ltd.
Housing Development Finance Corpn. Ltd.
Top Sectoral Holdings
Anurag Mittal,Sumit Agrawal
Mr. Mittal is B.Com. (Hons), CA and M.Sc. in Accounting and Finance (specialization in Finance) from London School of Economics & Political Science.Mr.Agrawal is a B.Com, ACS, CFA (USA)and PGDM (Finance). Prior to joining IDFC AMC, he worked with HDFC AMC ( Sept. 2012 - Oct. 2015), Axis AMC (July 2009 - Sept. 2012), ICICI Prudential Life Insurance Company Ltd. as Credit Research Analyst (2008-2009) and with Bank of America in Corporate Banking (2006-2008).Prior to joining IDFC AMC he was associated with Mirae Asset Mutual Fund (Nov 2010-Sep 2016) as Fund Manager-Equities, Axis Capital (erstwhile ENAM Securities) (Feb 2008-Nov 2010) as VP-Research Analyst and JP Morgan India Services Pvt. Ltd. (Jun 2006-Feb 2008) as TL-Investment Banking.