Wealth Protector Fund
Investment Objective
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.
Fund Overview
CATEGORY | DEBT |
---|---|
Type | Open Ended |
Suggested Investment Horizon | 3 years and above |
Minimum Investment | INR 50 lakh |
Benchmark | Nifty Medium to Long Duration Debt Index |
Investment Style
- 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.