The investment objective of this Scheme would be to earn
regular income by investing primarily in fixed income
securities, which may be paid as dividend or reinvested at
the option of the investor. A secondary objective is to attempt
to keep the value of its units reasonable stable.
Positioning : Medium-term Fixed Income
Overview
The fund has a mix of G-Secs, corporate debt, money market instruments.
The fund shall invest in fixed income instruments of shorter or longer term maturities depending on the interest rate outlook.
Asset Allocation
Scheme/Instrument
% of the investible funds (indicative)
Risk Profile
Debt instruments
65-100%
Low to medium
Money Market Investments
0-40%
Low to Medium
Sundaram Bond Saver Fund Portfolio (as on 30th April, 2013)