+91-22-48913909भारत में न्यूजीलैंड स्थित एनआरआई निवेश के लिए म्युचुअल फंड
न्यूजीलैंड में रहने वाले अनिवासी भारतीय अपने निवेश उद्देश्यों के अनुसार कई म्यूचुअल फंड योजनाओं में निवेश कर सकते हैं। इसके अलावा, जो निवेश पोर्टफोलियो में विविधता लाना चाहता है और समय के साथ इष्टतम रिटर्न अर्जित करना चाहता है,म्यूचुअल फंड्स विचार करने के लिए एक बढ़िया विकल्प हैं।
न्यूजीलैंड में रहने वाले अनिवासी भारतीय (एनआरआई) बढ़ते घर से लाभ उठा सकते हैंअर्थव्यवस्था द्वारानिवेश भारत में म्यूचुअल फंड में। चूंकि, जब से भारत की दुनिया की छठी सबसे बड़ी अर्थव्यवस्था के रूप में घोषणा की गई थी, इसने कई एनआरआई निवेशकों का ध्यान आकर्षित किया।
परंपरागत रूप से, अनिवासी भारतीय भारत में अचल संपत्ति में निवेश करने में अधिक सहज रहे हैं। लेकिन, भारत की बढ़ती अर्थव्यवस्था ने उनके लिए विशेष रूप से म्यूचुअल फंड के लिए निवेश विकल्पों को व्यापक बना दिया है।
एनआरआई अक्सर दो मुख्य कारणों से म्यूचुअल फंड में निवेश करना पसंद करते हैं- एक यह है कि वे परोक्ष रूप से शेयरों में इक्विटी के माध्यम से भाग ले सकते हैं और दूसरा यह है कि वे इससे अधिक रिटर्न कमा सकते हैं।बैंक डेट फंडों में निवेश करके अल्पावधि के लिए बचत खाते। पोर्टफोलियो डायवर्सिफिकेशन के लिए म्यूचुअल फंड भी एक बेहतरीन विकल्प है। चूंकि म्युचुअल फंड कई प्रतिभूतियों में निवेश करते हैं, इससे जोखिम में विविधता आती है।
न्यूजीलैंड में रहने वाले अनिवासी भारतीयों के लिए म्युचुअल फंड निवेश
प्रतिम्युचुअल फंड में निवेश भारत में किसी भारतीय बैंक के साथ निम्नलिखित में से कोई भी खाता खोलना चाहिए:
एनआरई खाता
यह अनिवासी बाहरी (एनआरई) खाता है जो बचत, चालू, स्थिर या के रूप में हो सकता हैआवर्ती जमा. आपको इस खाते में विदेशी मुद्रा जमा करनी होगी। भारतीय मुद्रा जमा करने में सक्षम होने के लिए, आपको एनआरओ खाता खोलना होगा। एनआरई खाते में लेनदेन राशि की कोई ऊपरी सीमा नहीं है।
एनआरओ खाता
एनआरओ या अनिवासी साधारण खाता बचत या चालू खाते के रूप में होता है जो एनआरआई के लिए उनके प्रबंधन के लिए होता है।आय भारत में अर्जित किया। एनआरओ खाते में जमा होने के बाद विदेशी मुद्रा भारतीय रुपये में परिवर्तित हो जाती है। एक एनआरओ खाता किसी अन्य एनआरआई के साथ-साथ निवासी भारतीय (करीबी रिश्तेदार) के साथ संयुक्त रूप से रखा जा सकता है।
एफसीएनआर खाता
यह विदेशी मुद्रा गैर-प्रत्यावर्तनीय खाता जमा के लिए है। इस खाते में, अनिवासी भारतीय अपना प्रेषण कर सकते हैंआय कनाडा की $, US$, यूरो, AU$, येन और पाउंड जैसी छह मुद्राओं में से एक में। अन्य एफसीएनआर या एनआरई खातों से फंड ट्रांसफर किया जा सकता है। FCNR में, मूलधन और ब्याज पर कोई टैक्स नहीं लगता है।
एक बार जब आप इनमें से कोई भी खाता खोलते हैं, तो आपको केवाईसी मानदंडों के तहत अपना केवाईसी (अपने ग्राहक को जानें) सफलतापूर्वक पूरा करना होगा, जो कि किसके द्वारा निर्धारित हैसेबी (भारतीय प्रतिभूति विनिमय बोर्ड)। कोई भी सेबी-पंजीकृत किसी भी इंटरमीडिएट के साथ अपना केवाईसी पूरा कर सकता है।
म्युचुअल फंड में निवेश करने के लिए न्यूजीलैंड के अनिवासी भारतीयों के लिए केवाईसी प्रक्रिया
अपनी केवाईसी प्रक्रिया को सफलतापूर्वक पूरा करने के लिए, न्यूजीलैंड के अनिवासी भारतीयों को कुछ महत्वपूर्ण चरणों को पूरा करने और दस्तावेज प्रस्तुत करने की आवश्यकता है जैसे:
ए। केवाईसी फॉर्म
एक एनआरआई को जमा करना होगाकेवाईसी फॉर्म सेबी पंजीकृत इंटरमीडिएट में भरे गए सभी आवश्यक विवरण के साथ। दस्तावेजों को कूरियर/डाक द्वारा इंटरमीडिएट को भेजा जा सकता है।
बी। दस्तावेज़
निम्नलिखित आवश्यक दस्तावेज हैं जिन्हें जमा करने की आवश्यकता है:
- विदेशी पते का प्रमाण
- भारतीय निवासी पता प्रमाण
- हाल की एक तस्वीर
- पासपोर्ट की कॉपी
मर्चेंट नेवी में अनिवासी भारतीयों के मामले में, एक नाविक की घोषणा या निरंतर निर्वहन प्रमाणपत्र की प्रमाणित प्रति प्रस्तुत की जानी चाहिए।
बनाम प्रमाणपत्र
एनआरआई या पीआईओ (भारतीय मूल के व्यक्ति) भारत में पंजीकृत अनुसूचित वाणिज्यिक बैंकों की विदेशी शाखाओं के अधिकृत अधिकारियों, न्यायाधीश, कोर्ट मजिस्ट्रेट, सार्वजनिक नोटरी, या देश में भारतीय दूतावास / वाणिज्य दूतावास जनरल द्वारा प्रमाणित उपरोक्त दस्तावेज प्राप्त कर सकते हैं। स्थित हैं।
डी। व्यक्तिगत सत्यापन (आईपीवी) में
सेबी के नियमों के अनुसार केवाईसी प्रक्रिया के लिए आईपीवी अनिवार्य है। इंटरमीडिएट को एनआरआई/पीआईओ के आईपीवी का संचालन करना चाहिए।
कृपया ध्यान दें कि जमा करते समय उपरोक्त सभी दस्तावेज/प्रमाण अंग्रेजी भाषा में होने चाहिए।
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अनिवासी भारतीय (एनआरआई) म्युचुअल फंड कराधान
राजधानी वित्तीय वर्ष 2017-18 (आकलन वर्ष 2018-19) के लिए एनआरआई म्यूचुअल फंड निवेश पर लाभ कर की दरें नीचे दी गई हैं:
एनआरआईम्यूचुअल फंड पर कराधान-पूंजीगत लाभ कर की दरें- वित्त वर्ष 2017/2018 (आ.व.- 2018-19)
| म्यूचुअल फंड योजना के प्रकार | शॉर्ट टर्म कैपिटल गेन्स (STCG) | लॉन्ग टर्म कैपिटल गेन्स (LTCG) |
|---|---|---|
| इक्विटी फ़ंड- STCG- एक वर्ष से कम या उसके बराबर धारित इकाइयाँ, LTCG- एक वर्ष से अधिक धारित इकाइयाँ | 15% | शून्य |
| गैर-इक्विटी फंड- STCG- 3 साल या उससे कम के लिए धारित इकाइयाँ, LTCG- 3 साल से अधिक के लिए धारित इकाइयाँ | व्यक्ति के अनुसारआयकर ब्रैकेट | लिस्टेड फंड्स पर-20% (इंडेक्सेशन के साथ), अनलिस्टेड फंड्स- 10% (इंडेक्सेशन के बिना) |
लाभांश पर म्युचुअल फंड कराधान
इक्विटी फंड पर लाभांशइक्विटी फंड के लिए यूनिट होल्डर के हाथ में मिलने वाला डिविडेंड पूरी तरह से टैक्स फ्री होता है। लाभांश भी कर मुक्त हैएएमसी.
डेट फंड पर लाभांश: एएमसी को इस लाभांश आय को अपने यूनिट-धारकों को वितरित करने से पहले 28.84% का लाभांश वितरण कर (डीडीटी) देना होगा। a . द्वारा प्राप्त लाभांश आयडेट फंड यूनिट धारक भी कर मुक्त है।
नीचे निर्धारण वर्ष 2018-19 के लिए अनिवासी भारतीयों द्वारा एमएफ मोचन पर लागू टीडीएस दर है।
म्यूचुअल फंड पर एनआरआई कराधान- पूंजीगत लाभ कर दरें- वित्त वर्ष 2017/2018 (एवाई- 2018-19)
| एनआरआई और टीडीएस दर द्वारा म्युचुअल फंड मोचन | एसटीसीजी और टीडीएस दर | एलटीसीजी और टीडीएस दर |
|---|---|---|
| एमएफ योजना का प्रकार | ||
| इक्विटी ओरिएंटेड फंड | 15% | शून्य |
| ऋण निधि | 30% | लिस्टेड फंड्स पर- 20% (इंडेक्सेशन के साथ), अनलिस्टेड फंड्स- 10% (इंडेक्सेशन के बिना) |
न्यूजीलैंड एनआरआई के लिए सर्वश्रेष्ठ म्युचुअल फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) UTI Banking & PSU Debt Fund Growth ₹22.5848
↑ 0.02 ₹812 1.4 2.7 7.9 7.3 7 7.6 UTI Dynamic Bond Fund Growth ₹31.4854
↑ 0.06 ₹457 1.3 1.3 6.2 7 8.4 8.6 Sundaram Rural and Consumption Fund Growth ₹98.0231
↑ 0.02 ₹1,628 -2.3 1.5 1 16.7 15.8 20.1 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 UTI Treasury Advantage Fund Growth ₹3,660.16
↑ 2.68 ₹3,184 1.5 3 7.6 7.5 7.1 7.7 UTI Money Market Fund Growth ₹3,181.91
↑ 1.26 ₹22,198 1.5 3 7.5 7.6 6.2 7.7 UTI Short Term Income Fund Growth ₹32.5839
↑ 0.06 ₹3,374 1.3 2.4 7.4 7.4 6.9 7.9 UTI Ultra Short Term Fund Growth ₹4,357.21
↑ 1.81 ₹4,788 1.4 2.8 6.7 6.9 6.2 7.2 UTI Regular Savings Fund Growth ₹70.5611
↑ 0.15 ₹1,701 1.4 1.7 6.1 9.8 9.2 11.6 UTI Bond Fund Growth ₹74.2619
↑ 0.25 ₹313 0.8 1 5.7 6.8 8 8.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 25 Research Highlights & Commentary of 10 Funds showcased
Commentary UTI Banking & PSU Debt Fund UTI Dynamic Bond Fund Sundaram Rural and Consumption Fund BNP Paribas Multi Cap Fund UTI Treasury Advantage Fund UTI Money Market Fund UTI Short Term Income Fund UTI Ultra Short Term Fund UTI Regular Savings Fund UTI Bond Fund Point 1 Lower mid AUM (₹812 Cr). Bottom quartile AUM (₹457 Cr). Lower mid AUM (₹1,628 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹3,184 Cr). Highest AUM (₹22,198 Cr). Upper mid AUM (₹3,374 Cr). Top quartile AUM (₹4,788 Cr). Upper mid AUM (₹1,701 Cr). Bottom quartile AUM (₹313 Cr). Point 2 Established history (11+ yrs). Established history (15+ yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (22+ yrs). Established history (22+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 5★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately High. Risk profile: Moderate. Point 5 1Y return: 7.88% (top quartile). 1Y return: 6.24% (lower mid). 5Y return: 15.79% (top quartile). 5Y return: 13.57% (top quartile). 1Y return: 7.61% (upper mid). 1Y return: 7.53% (upper mid). 1Y return: 7.42% (upper mid). 1Y return: 6.69% (lower mid). 5Y return: 9.18% (upper mid). 1Y return: 5.66% (bottom quartile). Point 6 1M return: 0.27% (upper mid). 1M return: 0.13% (lower mid). 3Y return: 16.71% (top quartile). 3Y return: 17.28% (top quartile). 1M return: 0.38% (upper mid). 1M return: 0.46% (top quartile). 1M return: 0.16% (lower mid). 1M return: 0.40% (top quartile). 3Y return: 9.84% (upper mid). 1M return: -0.07% (bottom quartile). Point 7 Sharpe: 1.66 (upper mid). Sharpe: 0.12 (lower mid). 1Y return: 1.02% (bottom quartile). 1Y return: 19.34% (top quartile). Sharpe: 2.81 (upper mid). Sharpe: 3.06 (top quartile). Sharpe: 1.25 (lower mid). Sharpe: 1.99 (upper mid). 1Y return: 6.10% (bottom quartile). Sharpe: -0.02 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Alpha: -7.12 (bottom quartile). Alpha: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). 1M return: 0.16% (upper mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.46% (lower mid). Yield to maturity (debt): 6.76% (upper mid). Sharpe: -0.22 (bottom quartile). Sharpe: 2.86 (top quartile). Yield to maturity (debt): 6.68% (upper mid). Yield to maturity (debt): 6.19% (bottom quartile). Yield to maturity (debt): 6.84% (upper mid). Yield to maturity (debt): 6.53% (lower mid). Alpha: 0.00 (bottom quartile). Yield to maturity (debt): 7.26% (top quartile). Point 10 Modified duration: 1.43 yrs (lower mid). Modified duration: 3.47 yrs (bottom quartile). Information ratio: -0.32 (bottom quartile). Information ratio: 0.00 (upper mid). Modified duration: 0.83 yrs (upper mid). Modified duration: 0.37 yrs (upper mid). Modified duration: 2.80 yrs (lower mid). Modified duration: 0.44 yrs (upper mid). Sharpe: -0.05 (bottom quartile). Modified duration: 6.31 yrs (bottom quartile). UTI Banking & PSU Debt Fund
UTI Dynamic Bond Fund
Sundaram Rural and Consumption Fund
BNP Paribas Multi Cap Fund
UTI Treasury Advantage Fund
UTI Money Market Fund
UTI Short Term Income Fund
UTI Ultra Short Term Fund
UTI Regular Savings Fund
UTI Bond Fund
The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs). Below is the key information for UTI Banking & PSU Debt Fund Returns up to 1 year are on The investment objective of the scheme is to generate optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for UTI Dynamic Bond Fund Below is the key information for UTI Dynamic Bond Fund Returns up to 1 year are on (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on (Erstwhile BNP Paribas Dividend Yield Fund) The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are
defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Multi Cap Fund Below is the key information for BNP Paribas Multi Cap Fund Returns up to 1 year are on The scheme will endeavour to generate an attractive return for its investors consistent with capital preservation and liquidity by investing in a portfolio of quality debt securities, money market instruments and structured obligations. Research Highlights for UTI Treasury Advantage Fund Below is the key information for UTI Treasury Advantage Fund Returns up to 1 year are on To provide highest possible current income consistent with preservation of capital and providing liquidity from investing in a diversified portfolio of short term money market securities. Research Highlights for UTI Money Market Fund Below is the key information for UTI Money Market Fund Returns up to 1 year are on To generate steady and reasonable income with low risk and high level of liquidity from a portfolio of money market securities and high quality debt. Research Highlights for UTI Short Term Income Fund Below is the key information for UTI Short Term Income Fund Returns up to 1 year are on (Erstwhile UTI - Floating Rate Fund - Short Term Plan) To generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, fixed rate debt / money market instruments swapped for floating rate returns. The Scheme may also invest a portion of its net assets in fixed rate debt securities and money market instruments .However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for UTI Ultra Short Term Fund Below is the key information for UTI Ultra Short Term Fund Returns up to 1 year are on (Erstwhile UTI MIS Advantage Plan) The investment objective of the Scheme is to generate regular income through investments in fixed income securities and capital appreciation / dividend income through investment of a portion of net assets of the scheme in equity and equity related instruments so as to endeavour to make periodic income distribution to Unit holders. Income may be generated through Coupon payments, amortization of discount on debt instruments, receipt of dividends or the purchase and sale of securities in the underlying portfolio. Under normal market conditions investment will be made in fixed income securities, money market instruments,cash and cash equivalents while at the same time maintaining a limited exposure to equity markets. The Scheme will endeavor to enhance overall returns through appropriate investments upto a maximum of 25% of Net Assets into equity and equity related instruments. Research Highlights for UTI Regular Savings Fund Below is the key information for UTI Regular Savings Fund Returns up to 1 year are on (Erstwhile UTI - Bond Fund) The Scheme will retain the flexibility to invest in the entire range of debt and money market instruments. The flexibility is being retained to adjust the portfolio in response to a change in the risk to return equation for asset classes under investment, with a view to maintain risks within manageable limits. Research Highlights for UTI Bond Fund Below is the key information for UTI Bond Fund Returns up to 1 year are on 1. UTI Banking & PSU Debt Fund
UTI Banking & PSU Debt Fund
Growth Launch Date 3 Feb 14 NAV (24 Dec 25) ₹22.5848 ↑ 0.02 (0.09 %) Net Assets (Cr) ₹812 on 30 Nov 25 Category Debt - Banking & PSU Debt AMC UTI Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 0.54 Sharpe Ratio 1.66 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.46% Effective Maturity 1 Year 7 Months 20 Days Modified Duration 1 Year 5 Months 5 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹10,279 30 Nov 22 ₹11,324 30 Nov 23 ₹12,024 30 Nov 24 ₹12,978 30 Nov 25 ₹14,023 Returns for UTI Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.3% 3 Month 1.4% 6 Month 2.7% 1 Year 7.9% 3 Year 7.3% 5 Year 7% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 6.7% 2022 10.3% 2021 2.8% 2020 8.9% 2019 -1% 2018 6.8% 2017 6.4% 2016 11.7% 2015 8.6% Fund Manager information for UTI Banking & PSU Debt Fund
Name Since Tenure Anurag Mittal 1 Dec 21 4 Yr. Data below for UTI Banking & PSU Debt Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 10.57% Debt 89.1% Other 0.33% Debt Sector Allocation
Sector Value Corporate 49.88% Government 39.22% Cash Equivalent 10.57% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -11% ₹92 Cr 900,000,000 Axis Bank Limited
Debentures | -7% ₹55 Cr 550 Export Import Bank Of India
Debentures | -6% ₹51 Cr 5,000 Small Industries Development Bank Of India
Debentures | -6% ₹51 Cr 5,000 Power Finance Corporation Limited
Debentures | -5% ₹41 Cr 400 Rural Electrification Corporation Limited
Debentures | -4% ₹36 Cr 3,500 National Housing Bank
Debentures | -4% ₹35 Cr 3,500 HDFC Bank Limited
Debentures | -4% ₹35 Cr 350 National Bank For Agriculture And Rural Development
Debentures | -4% ₹30 Cr 3,000 Indian Railway Finance Corporation Limited
Debentures | -4% ₹30 Cr 300 2. UTI Dynamic Bond Fund
UTI Dynamic Bond Fund
Growth Launch Date 16 Jun 10 NAV (24 Dec 25) ₹31.4854 ↑ 0.06 (0.19 %) Net Assets (Cr) ₹457 on 30 Nov 25 Category Debt - Dynamic Bond AMC UTI Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.54 Sharpe Ratio 0.12 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.76% Effective Maturity 4 Years 7 Months 2 Days Modified Duration 3 Years 5 Months 19 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹11,118 30 Nov 22 ₹12,162 30 Nov 23 ₹12,849 30 Nov 24 ₹14,032 30 Nov 25 ₹14,942 Returns for UTI Dynamic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.1% 3 Month 1.3% 6 Month 1.3% 1 Year 6.2% 3 Year 7% 5 Year 8.4% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.6% 2023 6.2% 2022 10.1% 2021 10.8% 2020 5.9% 2019 -3.9% 2018 5.2% 2017 4.2% 2016 14.9% 2015 6.9% Fund Manager information for UTI Dynamic Bond Fund
Name Since Tenure Pankaj Pathak 8 Apr 25 0.65 Yr. Data below for UTI Dynamic Bond Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 11.65% Debt 88.02% Other 0.33% Debt Sector Allocation
Sector Value Corporate 54.65% Government 33.37% Cash Equivalent 11.65% Credit Quality
Rating Value AA 10.31% AAA 89.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.02% Govt Stock 2031
Sovereign Bonds | -12% ₹51 Cr 500,000,000
↓ -250,000,000 LIC Housing Finance Ltd
Debentures | -6% ₹26 Cr 250 National Bank For Agriculture And Rural Development
Debentures | -6% ₹26 Cr 2,500 Power Finance Corporation Limited
Debentures | -6% ₹26 Cr 2,500 Bharti Telecom Limited
Debentures | -6% ₹26 Cr 2,500 Jamnagar Utilities & Power Private Limited
Debentures | -6% ₹25 Cr 2,500
↑ 2,500 Small Industries Development Bank Of India
Debentures | -6% ₹25 Cr 2,500 National Housing Bank
Debentures | -6% ₹25 Cr 2,500 Bajaj Finance Limited
Debentures | -6% ₹25 Cr 2,500 Can Fin Homes Limited
Debentures | -5% ₹20 Cr 2,000
↑ 2,000 3. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (24 Dec 25) ₹98.0231 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹1,628 on 30 Nov 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.22 Information Ratio -0.32 Alpha Ratio -7.12 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹12,525 30 Nov 22 ₹14,242 30 Nov 23 ₹17,306 30 Nov 24 ₹21,602 30 Nov 25 ₹22,103 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month -1.9% 3 Month -2.3% 6 Month 1.5% 1 Year 1% 3 Year 16.7% 5 Year 15.8% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.92 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 45.89% Consumer Defensive 30.63% Communication Services 12.24% Health Care 3.56% Financial Services 3.06% Real Estate 1.85% Basic Materials 1.7% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹170 Cr 810,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M10% ₹159 Cr 423,056 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹125 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹110 Cr 446,824 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹87 Cr 2,892,836 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹83 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹64 Cr 40,244 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹58 Cr 79,027 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹56 Cr 443,054 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹55 Cr 225,560 4. BNP Paribas Multi Cap Fund
BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (13 Mar 22) ₹73.5154 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹588 on 31 Jan 22 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 2.86 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹14,535 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month -4.4% 3 Month -4.6% 6 Month -2.6% 1 Year 19.3% 3 Year 17.3% 5 Year 13.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. UTI Treasury Advantage Fund
UTI Treasury Advantage Fund
Growth Launch Date 23 Apr 07 NAV (24 Dec 25) ₹3,660.16 ↑ 2.68 (0.07 %) Net Assets (Cr) ₹3,184 on 30 Nov 25 Category Debt - Low Duration AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.45 Sharpe Ratio 2.81 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.68% Effective Maturity 1 Year 22 Days Modified Duration 9 Months 29 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹10,898 30 Nov 22 ₹11,357 30 Nov 23 ₹12,158 30 Nov 24 ₹13,094 30 Nov 25 ₹14,106 Returns for UTI Treasury Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.4% 3 Month 1.5% 6 Month 3% 1 Year 7.6% 3 Year 7.5% 5 Year 7.1% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 7.1% 2022 4.5% 2021 9% 2020 7.3% 2019 -4.2% 2018 7.3% 2017 7% 2016 8.9% 2015 8.8% Fund Manager information for UTI Treasury Advantage Fund
Name Since Tenure Anurag Mittal 1 Dec 21 4 Yr. Data below for UTI Treasury Advantage Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 22.11% Debt 77.59% Other 0.3% Debt Sector Allocation
Sector Value Corporate 67.99% Cash Equivalent 18.27% Government 13.44% Credit Quality
Rating Value AA 16.1% AAA 83.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Bank For Agriculture And Rural Development
Debentures | -4% ₹126 Cr 12,500 Treasury Bills
Sovereign Bonds | -4% ₹124 Cr 1,250,000,000 India (Republic of)
- | -4% ₹123 Cr 1,250,000,000 Embassy Office Parks Reit
Debentures | -4% ₹120 Cr 1,200 Rec Limited
Debentures | -3% ₹101 Cr 10,000 Summit Digitel Infrastructure Limited
Debentures | -3% ₹100 Cr 1,000 Sikka Ports & Terminals Limited
Debentures | -3% ₹100 Cr 1,000 Jamnagar Utilities & Power Private Limited
Debentures | -3% ₹100 Cr 1,000 182 Days Tbill Red 29-01-2026
Sovereign Bonds | -3% ₹94 Cr 950,000,000 Embassy Office Parks Reit
Debentures | -3% ₹90 Cr 900 6. UTI Money Market Fund
UTI Money Market Fund
Growth Launch Date 13 Jul 09 NAV (24 Dec 25) ₹3,181.91 ↑ 1.26 (0.04 %) Net Assets (Cr) ₹22,198 on 30 Nov 25 Category Debt - Money Market AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Low Expense Ratio 0.25 Sharpe Ratio 3.06 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.19% Effective Maturity 4 Months 12 Days Modified Duration 4 Months 12 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹10,373 30 Nov 22 ₹10,853 30 Nov 23 ₹11,660 30 Nov 24 ₹12,559 30 Nov 25 ₹13,512 Returns for UTI Money Market Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 3% 1 Year 7.5% 3 Year 7.6% 5 Year 6.2% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 7.4% 2022 4.9% 2021 3.7% 2020 6% 2019 8% 2018 7.8% 2017 6.7% 2016 7.7% 2015 8.4% Fund Manager information for UTI Money Market Fund
Name Since Tenure Anurag Mittal 1 Dec 21 4 Yr. Amit Sharma 7 Jul 17 8.41 Yr. Data below for UTI Money Market Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 77.2% Debt 22.56% Other 0.24% Debt Sector Allocation
Sector Value Corporate 50.63% Cash Equivalent 32.86% Government 16.27% Credit Quality
Rating Value A 0.45% AAA 99.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indusind Bank Ltd.
Debentures | -2% ₹533 Cr 5,500,000,000
↑ 5,500,000,000 364 Days Tbill (Md 05/03/2026)
Sovereign Bonds | -2% ₹493 Cr 5,000,000,000 364 DTB 19mar2026
Sovereign Bonds | -2% ₹492 Cr 5,000,000,000 Union Bank of India
Domestic Bonds | -2% ₹389 Cr 4,000,000,000
↑ 4,000,000,000 Kotak Mahindra Bank Ltd.
Debentures | -1% ₹286 Cr 3,000,000,000
↑ 3,000,000,000 Small Industries Development Bank of India
Debentures | -1% ₹284 Cr 3,000,000,000
↑ 3,000,000,000 364 Days Tbill Red 12-03-2026
Sovereign Bonds | -1% ₹246 Cr 2,500,000,000 India (Republic of)
- | -1% ₹246 Cr 2,500,000,000
↑ 2,500,000,000 IDFC First Bank Ltd.
Debentures | -1% ₹243 Cr 2,500,000,000
↑ 2,500,000,000 364 DTB 12022026
Sovereign Bonds | -1% ₹198 Cr 2,000,000,000 7. UTI Short Term Income Fund
UTI Short Term Income Fund
Growth Launch Date 19 Sep 07 NAV (24 Dec 25) ₹32.5839 ↑ 0.06 (0.20 %) Net Assets (Cr) ₹3,374 on 30 Nov 25 Category Debt - Short term Bond AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 0.85 Sharpe Ratio 1.25 Information Ratio 0 Alpha Ratio 0 Min Investment 10,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.84% Effective Maturity 3 Years 6 Months 18 Days Modified Duration 2 Years 9 Months 18 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹10,858 30 Nov 22 ₹11,235 30 Nov 23 ₹11,977 30 Nov 24 ₹12,953 30 Nov 25 ₹13,955 Returns for UTI Short Term Income Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.2% 3 Month 1.3% 6 Month 2.4% 1 Year 7.4% 3 Year 7.4% 5 Year 6.9% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.9% 2023 6.9% 2022 3.8% 2021 8.4% 2020 10.5% 2019 -3.9% 2018 6% 2017 6.1% 2016 10.1% 2015 8.3% Fund Manager information for UTI Short Term Income Fund
Name Since Tenure Abhishek Sonthalia 10 Nov 25 0.06 Yr. Data below for UTI Short Term Income Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 9.98% Debt 89.75% Other 0.27% Debt Sector Allocation
Sector Value Corporate 67.44% Government 25.96% Cash Equivalent 6.33% Credit Quality
Rating Value AA 11% AAA 89% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Housing Bank
Debentures | -5% ₹177 Cr 17,500 LIC Housing Finance Ltd
Debentures | -5% ₹177 Cr 1,750 Power Finance Corporation Limited
Debentures | -5% ₹177 Cr 17,500 6.79% Govt Stock 2034
Sovereign Bonds | -4% ₹146 Cr 1,450,000,000
↓ -1,600,000,000 Export Import Bank Of India
Debentures | -4% ₹126 Cr 12,500 Small Industries Development Bank Of India
Debentures | -3% ₹99 Cr 10,000
↑ 5,000 TATA Communications Limited
Debentures | -3% ₹99 Cr 10,000 6.48% Govt Stock 2035
Sovereign Bonds | -3% ₹99 Cr 1,000,000,000
↑ 1,000,000,000 Kotak Mahindra Prime Limited
Debentures | -2% ₹76 Cr 750 Export Import Bank Of India
Debentures | -2% ₹76 Cr 7,500 8. UTI Ultra Short Term Fund
UTI Ultra Short Term Fund
Growth Launch Date 29 Aug 03 NAV (24 Dec 25) ₹4,357.21 ↑ 1.81 (0.04 %) Net Assets (Cr) ₹4,788 on 30 Nov 25 Category Debt - Ultrashort Bond AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.93 Sharpe Ratio 1.99 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.53% Effective Maturity 6 Months 2 Days Modified Duration 5 Months 9 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹10,620 30 Nov 22 ₹11,037 30 Nov 23 ₹11,780 30 Nov 24 ₹12,625 30 Nov 25 ₹13,481 Returns for UTI Ultra Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.4% 3 Month 1.4% 6 Month 2.8% 1 Year 6.7% 3 Year 6.9% 5 Year 6.2% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.2% 2023 6.7% 2022 4.2% 2021 6.1% 2020 5.3% 2019 3.3% 2018 7% 2017 6.6% 2016 8.9% 2015 8.5% Fund Manager information for UTI Ultra Short Term Fund
Name Since Tenure Abhishek Sonthalia 10 Nov 25 0.06 Yr. Data below for UTI Ultra Short Term Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 54.9% Debt 44.83% Other 0.27% Debt Sector Allocation
Sector Value Corporate 56.81% Cash Equivalent 28.97% Government 13.95% Credit Quality
Rating Value AA 17.25% AAA 82.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Bank For Agriculture And Rural Development
Debentures | -4% ₹201 Cr 20,000 India (Republic of)
- | -4% ₹196 Cr 2,000,000,000
↑ 2,000,000,000 Shriram Finance Limited
Debentures | -2% ₹101 Cr 10,000 TATA Communications Limited
Debentures | -2% ₹101 Cr 10,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹101 Cr 10,000 LIC Housing Finance Ltd
Debentures | -2% ₹100 Cr 1,000 DBS Bank India Ltd.
Debentures | -2% ₹99 Cr 1,000,000,000
↑ 1,000,000,000 Bajaj Housing Finance Limited
Debentures | -2% ₹75 Cr 750 Piramal Finance Limited
Debentures | -2% ₹75 Cr 7,500 Jamnagar Utilities & Power Private Limited
Debentures | -2% ₹75 Cr 750 9. UTI Regular Savings Fund
UTI Regular Savings Fund
Growth Launch Date 16 Dec 03 NAV (24 Dec 25) ₹70.5611 ↑ 0.15 (0.21 %) Net Assets (Cr) ₹1,701 on 30 Nov 25 Category Hybrid - Hybrid Debt AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.05 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹11,554 30 Nov 22 ₹12,020 30 Nov 23 ₹13,035 30 Nov 24 ₹14,917 30 Nov 25 ₹15,791 Returns for UTI Regular Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.2% 3 Month 1.4% 6 Month 1.7% 1 Year 6.1% 3 Year 9.8% 5 Year 9.2% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.6% 2023 11.3% 2022 3.3% 2021 13.2% 2020 10.2% 2019 2.8% 2018 3.4% 2017 12.5% 2016 8.9% 2015 7.1% Fund Manager information for UTI Regular Savings Fund
Name Since Tenure Amit Premchandani 8 Jan 22 3.9 Yr. Jaydeep Bhowal 17 Apr 23 2.63 Yr. Data below for UTI Regular Savings Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 2.48% Equity 24.62% Debt 72.61% Other 0.29% Equity Sector Allocation
Sector Value Financial Services 8.71% Consumer Cyclical 3.42% Technology 2.53% Health Care 2.02% Communication Services 1.87% Industrials 1.61% Energy 1.38% Basic Materials 1.04% Consumer Defensive 0.8% Utility 0.63% Real Estate 0.62% Debt Sector Allocation
Sector Value Government 45.59% Corporate 27.02% Cash Equivalent 2.48% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.33% Govt Stock 2035
Sovereign Bonds | -6% ₹99 Cr 1,000,000,000
↑ 750,000,000 6.79% Govt Stock 2034
Sovereign Bonds | -5% ₹93 Cr 920,000,000
↓ -600,000,000 6.48% Govt Stock 2035
Sovereign Bonds | -5% ₹92 Cr 920,000,000
↓ -100,000,000 Indian Oil Corporation Limited
Debentures | -5% ₹77 Cr 7,500 National Bank For Agriculture And Rural Development
Debentures | -5% ₹77 Cr 7,500 HDFC Bank Limited
Debentures | -3% ₹52 Cr 5,000 HDFC Bank Limited
Debentures | -3% ₹51 Cr 5,000 LIC Housing Finance Ltd
Debentures | -3% ₹51 Cr 5,000 Small Industries Development Bank Of India
Debentures | -3% ₹51 Cr 5,000 SIDDHIVINAYAK SECURITISATION TRUST
Unlisted bonds | -3% ₹51 Cr 50
↑ 50 10. UTI Bond Fund
UTI Bond Fund
Growth Launch Date 4 May 98 NAV (24 Dec 25) ₹74.2619 ↑ 0.25 (0.34 %) Net Assets (Cr) ₹313 on 30 Nov 25 Category Debt - Medium to Long term AMC UTI Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.62 Sharpe Ratio -0.02 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.26% Effective Maturity 10 Years 7 Months 2 Days Modified Duration 6 Years 3 Months 22 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹10,993 30 Nov 22 ₹12,024 30 Nov 23 ₹12,696 30 Nov 24 ₹13,860 30 Nov 25 ₹14,701 Returns for UTI Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month -0.1% 3 Month 0.8% 6 Month 1% 1 Year 5.7% 3 Year 6.8% 5 Year 8% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.5% 2023 6.4% 2022 9.9% 2021 9.4% 2020 1.1% 2019 -5.8% 2018 4% 2017 3.6% 2016 13.9% 2015 6.3% Fund Manager information for UTI Bond Fund
Name Since Tenure Sunil Patil 17 Apr 23 2.63 Yr. Amit Sharma 3 Nov 25 0.08 Yr. Data below for UTI Bond Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 7.01% Debt 92.69% Other 0.3% Debt Sector Allocation
Sector Value Government 57.12% Corporate 35.57% Cash Equivalent 7.01% Credit Quality
Rating Value AA 17.72% AAA 82.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.68% Govt Stock 2040
Sovereign Bonds | -28% ₹87 Cr 900,000,000 LIC Housing Finance Ltd
Debentures | -8% ₹25 Cr 250 Indian Railway Finance Corporation Limited
Debentures | -8% ₹25 Cr 2,500 7.24% Govt Stock 2055
Sovereign Bonds | -8% ₹25 Cr 250,000,000 7.08% A P Sgl Mat - 26/03/2037
Sovereign Bonds | -8% ₹24 Cr 250,000,000 SIDDHIVINAYAK SECURITISATION TRUST
Unlisted bonds | -6% ₹20 Cr 20 Muthoot Finance Limited
Debentures | -6% ₹18 Cr 1,800 Aditya Birla Renewables Limited
Debentures | -5% ₹15 Cr 1,500 INDIA UNIVERSAL TRUST AL1
Unlisted bonds | -4% ₹14 Cr 15 Bajaj Finance Limited
Debentures | -2% ₹7 Cr 700
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