Wealth Protector Fund
Benchmarked with S&P BSE India Corporate Bond Index, the primary objective of the fund is to generate a higher rate of return with less risk. The key focus of this offering is the safety of capital invested, liquidity, and optimal returns.
|Suggested Investment Horizon
|3 years and above
|INR 50 lakh
|Nifty Medium to Long Duration Debt Index
- A portion of the investment is passively managed and the remaining is actively managed depending on market conditions.
- Additional returns are generated owing to the fund manager’s ability of understanding interest rate cycles.
- The benefits are derived majorly from the indexation of assets since the holding period is more than 3 years.
Portfolio Construct & Risk Management
- Investments would be predominantly in GILT Funds, SDL Funds, PSU Bond Funds and PSU InvITs which are relatively safe.