7 ಅತ್ಯುತ್ತಮ ಮಧ್ಯಮ ಅವಧಿಯ ನಿಧಿಗಳು 2022

Updated on April 18, 2026 , 8321 views

ನೀವು ಮಧ್ಯಮ ಅವಧಿಯ ಹೂಡಿಕೆಯ ಆಯ್ಕೆಯನ್ನು ಹುಡುಕುತ್ತಿರುವಿರಾ? ನೀವು ಮುಂದಿನ 3-4 ವರ್ಷಗಳವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಐಡಲ್ ಹಣವನ್ನು ಹೊಂದಿದ್ದೀರಾ? ಹೌದು ಎಂದಾದರೆ, ನಿಮಗಾಗಿ ನಿಧಿ ಇಲ್ಲಿದೆ- ಮಧ್ಯಮ ಅವಧಿಯ ನಿಧಿಗಳು! ಮಧ್ಯಮ ಅವಧಿಯ ನಿಧಿಗಳು ಒಂದು ರೀತಿಯ ಸಾಲವಾಗಿದೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅದು ಸಾಲದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ ಮತ್ತುಹಣದ ಮಾರುಕಟ್ಟೆ ಮೂರರಿಂದ ನಾಲ್ಕು ವರ್ಷಗಳ ಮೆಕಾಲೆ ಅವಧಿಯ ಉಪಕರಣಗಳು. ಹೂಡಿಕೆ ಮಾಡಲು ಕೆಲವು ಉತ್ತಮ ಮಧ್ಯಮ ಅವಧಿಯ ಫಂಡ್‌ಗಳನ್ನು ನೋಡುವುದರ ಜೊತೆಗೆ ಈ ನಿಧಿಯ ಬಗ್ಗೆ ಇನ್ನಷ್ಟು ತಿಳಿದುಕೊಳ್ಳೋಣ.

ಮಧ್ಯಮ ಅವಧಿಯ ಸಾಲ ನಿಧಿಗಳು- ಅವಲೋಕನ

ಸಾಲವನ್ನು ಸಾಮಾನ್ಯವಾಗಿ ಮುಕ್ತಾಯದ ಪರಿಭಾಷೆಯಲ್ಲಿ ವರ್ಗೀಕರಿಸಲಾಗಿದೆ. ನ ನಿಯಮಗಳುಸಾಲ ನಿಧಿ ಅವು - ಕಡಿಮೆ ಅವಧಿಯ ನಿಧಿಗಳು, ಅಲ್ಪಾವಧಿ, ಮಧ್ಯಮ ಅವಧಿ, ಮಧ್ಯಮದಿಂದ ದೀರ್ಘಾವಧಿ ಮತ್ತು ದೀರ್ಘಾವಧಿಯ ನಿಧಿಗಳು. ಮಧ್ಯಮ ಅವಧಿಯ ನಿಧಿಗಳು 3-4 ವರ್ಷಗಳ ಮುಕ್ತಾಯದೊಂದಿಗೆ ಸಾಲ ಭದ್ರತೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ. ಈ ನಿಧಿಯ ಮುಕ್ತಾಯವು ಅಲ್ಪಾವಧಿಯ ನಿಧಿಗಳಿಗಿಂತ ಕಡಿಮೆ ಮತ್ತು ದೀರ್ಘಾವಧಿಯ ನಿಧಿಗಳಿಗಿಂತ ಹೆಚ್ಚಾಗಿರುತ್ತದೆ.

ವಿಶಿಷ್ಟವಾಗಿ, ಮಧ್ಯಮ ಅವಧಿಯ ನಿಧಿಗಳ ಬಡ್ಡಿದರವು ಅಲ್ಪಾವಧಿಯ ನಿಧಿಗಿಂತ ಹೆಚ್ಚಾಗಿರುತ್ತದೆ. ತಾತ್ತ್ವಿಕವಾಗಿ, ಅಲ್ಪಾವಧಿಯ ಬಡ್ಡಿದರಗಳು ಹೆಚ್ಚಿರುವಾಗ ಈ ನಿಧಿಗಳು ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತವೆ. ಸಾಲ ನಿಧಿಗಳು ಅಪಾಯ-ಮುಕ್ತವಾಗಿವೆ ಎಂಬ ಜನಪ್ರಿಯ ನಂಬಿಕೆ ಇದೆ, ಆದರೆ ಅವು ಸಂಪೂರ್ಣವಾಗಿ ಅಪಾಯ-ಮುಕ್ತವಾಗಿಲ್ಲ. ಸಾಲದ ಸ್ವತ್ತುಗಳಿಗೆ ಲಗತ್ತಿಸಲಾದ ಕೆಲವು ಪ್ರಮಾಣಿತ ಅಪಾಯಗಳಿವೆ- ಬಡ್ಡಿ ದರದ ಅಪಾಯ, ಕ್ರೆಡಿಟ್ ಅಪಾಯ ಮತ್ತುದ್ರವ್ಯತೆ ಅಪಾಯ.

ಮಧ್ಯಮ ಅವಧಿಯ ನಿಧಿಗಳ ಬಡ್ಡಿದರ-ಅಪಾಯವನ್ನು ನಾವು ನೋಡಿದರೆ ಅದು ಅಲ್ಪಾವಧಿಯ ನಿಧಿಗಿಂತ ಹೆಚ್ಚಾಗಿರುತ್ತದೆ. ಆದ್ದರಿಂದ, ಈ ರೀತಿಯ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರು ಹೂಡಿಕೆಗಳಲ್ಲಿ ಕಡಿಮೆ ಅಪಾಯವನ್ನು ಸಹಿಸಿಕೊಳ್ಳಲು ಸಾಧ್ಯವಾಗುತ್ತದೆ.

ಸಾಲ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ವೈಶಿಷ್ಟ್ಯಗಳು

ಸಾಲ ನಿಧಿಗಳಲ್ಲಿ, ಹೂಡಿಕೆಯಿಂದ ಅಗತ್ಯವಿರುವ ಹಣವನ್ನು ಯಾವುದೇ ಸಮಯದಲ್ಲಿ ಹಿಂಪಡೆಯಬಹುದು ಮತ್ತು ಉಳಿದ ನಿಧಿಯನ್ನು ಹೂಡಿಕೆ ಮಾಡಲು ಅವಕಾಶ ನೀಡಬಹುದು.
ನಿಯಮಿತ ಅವಧಿಯಲ್ಲಿ ಉತ್ತಮ ಆದಾಯವನ್ನು ಗಳಿಸಲು ಸಾಲ ನಿಧಿಗಳನ್ನು ಆದರ್ಶವಾಗಿ ಪರಿಗಣಿಸಲಾಗುತ್ತದೆ. ಉದಾಹರಣೆಗೆ, ಡಿವಿಡೆಂಡ್ ಪಾವತಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡುವುದು ನಿಯಮಿತವಾದ ಆಯ್ಕೆಯಾಗಿದೆಆದಾಯ ಹರಿವು.
ಭಿನ್ನವಾಗಿಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು, ಸಾಲಗಳು ಪರಿಣಾಮ ಬೀರುವುದಿಲ್ಲಮಾರುಕಟ್ಟೆ ಚಂಚಲತೆ, ವಾಸ್ತವವಾಗಿ ಅವು ಬಡ್ಡಿದರದ ಅಪಾಯ ಮತ್ತು ಕ್ರೆಡಿಟ್ ಅಪಾಯದಂತಹ ಪ್ರಮಾಣಿತ ಅಪಾಯವನ್ನು ಹೊಂದಿರುತ್ತವೆ.
ಸಾಲ ನಿಧಿಗಳಲ್ಲಿ, ನೀವು ಉತ್ಪಾದಿಸಬಹುದುಸ್ಥಿರ ಆದಾಯ ವ್ಯವಸ್ಥಿತ ಹಿಂತೆಗೆದುಕೊಳ್ಳುವ ಯೋಜನೆಯನ್ನು ಪ್ರಾರಂಭಿಸುವ ಮೂಲಕ ಪ್ರತಿ ತಿಂಗಳು (SWP ಮೀಸಲುSIP/ದಯವಿಟ್ಟು) ಮಾಸಿಕ ನಿಗದಿತ ಮೊತ್ತವನ್ನು ಹಿಂಪಡೆಯಲುಆಧಾರ. ಅಲ್ಲದೆ, ಅಗತ್ಯವಿದ್ದಾಗ ನೀವು SWP ಮೊತ್ತವನ್ನು ಬದಲಾಯಿಸಬಹುದು.

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ಟಾಪ್ 7 ಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ ಮಧ್ಯಮ ಅವಧಿಯ ನಿಧಿಗಳು 2022 - 2023

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Aditya Birla Sun Life Medium Term Plan Growth	₹42.6252 ↑ 0.01	₹3,078	1.8	4.3	8.6	9.8	10.9	8.4%	2Y 10M 10D	3Y 9M 29D
Nippon India Strategic Debt Fund Growth	₹16.4624 ↑ 0.01	₹143	1.5	2.3	7.5	7.8	9.6	7.57%	3Y 8M 5D	4Y 10M 2D
Kotak Medium Term Fund Growth	₹23.8775 ↓ -0.01	₹1,807	1.2	2	6.7	7.7	8.9	8.66%	3Y 1M 2D	4Y 7M 10D
ICICI Prudential Medium Term Bond Fund Growth	₹47.2592 ↓ -0.01	₹5,524	1.5	2.6	6.9	7.7	9	8.44%	2Y 10M 20D	5Y 5M 26D
Axis Strategic Bond Fund Growth	₹29.3512 ↑ 0.01	₹2,083	1.6	2.4	6.1	7.7	8.2	8.46%	3Y 1M 2D	4Y 4M 6D
SBI Magnum Medium Duration Fund Growth	₹53.3627 ↑ 0.04	₹6,580	1.5	2.3	5.4	7.2	7.5	8.53%	2Y 10M 6D	3Y 11M 19D
HDFC Medium Term Debt Fund Growth	₹58.7878 ↑ 0.01	₹3,697	1.6	2.3	5.6	7.2	7.7	8.39%	3Y 25D	4Y 7M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Apr 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Aditya Birla Sun Life Medium Term Plan	Nippon India Strategic Debt Fund	Kotak Medium Term Fund	ICICI Prudential Medium Term Bond Fund	Axis Strategic Bond Fund	SBI Magnum Medium Duration Fund	HDFC Medium Term Debt Fund
Point 1	Lower mid AUM (₹3,078 Cr).	Bottom quartile AUM (₹143 Cr).	Bottom quartile AUM (₹1,807 Cr).	Upper mid AUM (₹5,524 Cr).	Lower mid AUM (₹2,083 Cr).	Highest AUM (₹6,580 Cr).	Upper mid AUM (₹3,697 Cr).
Point 2	Established history (17+ yrs).	Established history (11+ yrs).	Established history (12+ yrs).	Established history (21+ yrs).	Established history (14+ yrs).	Established history (22+ yrs).	Oldest track record among peers (24 yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 8.58% (top quartile).	1Y return: 7.51% (upper mid).	1Y return: 6.67% (lower mid).	1Y return: 6.93% (upper mid).	1Y return: 6.11% (lower mid).	1Y return: 5.35% (bottom quartile).	1Y return: 5.55% (bottom quartile).
Point 6	1M return: 0.83% (upper mid).	1M return: 0.40% (bottom quartile).	1M return: 0.63% (upper mid).	1M return: 0.88% (top quartile).	1M return: 0.52% (bottom quartile).	1M return: 0.63% (lower mid).	1M return: 0.62% (lower mid).
Point 7	Sharpe: 1.39 (top quartile).	Sharpe: 0.63 (upper mid).	Sharpe: 0.42 (lower mid).	Sharpe: 0.58 (upper mid).	Sharpe: 0.31 (lower mid).	Sharpe: -0.17 (bottom quartile).	Sharpe: -0.01 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 8.40% (lower mid).	Yield to maturity (debt): 7.57% (bottom quartile).	Yield to maturity (debt): 8.66% (top quartile).	Yield to maturity (debt): 8.44% (lower mid).	Yield to maturity (debt): 8.46% (upper mid).	Yield to maturity (debt): 8.53% (upper mid).	Yield to maturity (debt): 8.39% (bottom quartile).
Point 10	Modified duration: 2.86 yrs (upper mid).	Modified duration: 3.68 yrs (bottom quartile).	Modified duration: 3.09 yrs (lower mid).	Modified duration: 2.89 yrs (upper mid).	Modified duration: 3.09 yrs (bottom quartile).	Modified duration: 2.85 yrs (top quartile).	Modified duration: 3.07 yrs (lower mid).

Aditya Birla Sun Life Medium Term Plan

Lower mid AUM (₹3,078 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 8.58% (top quartile).
1M return: 0.83% (upper mid).
Sharpe: 1.39 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 8.40% (lower mid).
Modified duration: 2.86 yrs (upper mid).

Nippon India Strategic Debt Fund

Bottom quartile AUM (₹143 Cr).
Established history (11+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 7.51% (upper mid).
1M return: 0.40% (bottom quartile).
Sharpe: 0.63 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.57% (bottom quartile).
Modified duration: 3.68 yrs (bottom quartile).

Kotak Medium Term Fund

Bottom quartile AUM (₹1,807 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
1Y return: 6.67% (lower mid).
1M return: 0.63% (upper mid).
Sharpe: 0.42 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 8.66% (top quartile).
Modified duration: 3.09 yrs (lower mid).

ICICI Prudential Medium Term Bond Fund

Upper mid AUM (₹5,524 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.93% (upper mid).
1M return: 0.88% (top quartile).
Sharpe: 0.58 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.44% (lower mid).
Modified duration: 2.89 yrs (upper mid).

Axis Strategic Bond Fund

Lower mid AUM (₹2,083 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 6.11% (lower mid).
1M return: 0.52% (bottom quartile).
Sharpe: 0.31 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.46% (upper mid).
Modified duration: 3.09 yrs (bottom quartile).

SBI Magnum Medium Duration Fund

Highest AUM (₹6,580 Cr).
Established history (22+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
1Y return: 5.35% (bottom quartile).
1M return: 0.63% (lower mid).
Sharpe: -0.17 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.53% (upper mid).
Modified duration: 2.85 yrs (top quartile).

HDFC Medium Term Debt Fund

Upper mid AUM (₹3,697 Cr).
Oldest track record among peers (24 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 5.55% (bottom quartile).
1M return: 0.62% (lower mid).
Sharpe: -0.01 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.39% (bottom quartile).
Modified duration: 3.07 yrs (lower mid).

*ಮೇಲೆ ಅತ್ಯುತ್ತಮ ಪಟ್ಟಿ ಇದೆಮಧ್ಯಮ ಅವಧಿ ಮೇಲಿನ AUM/Net ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗಳು100 ಕೋಟಿ. ವಿಂಗಡಿಸಲಾಗಿದೆಕಳೆದ 3 ವರ್ಷದ ರಿಟರ್ನ್.

1. Aditya Birla Sun Life Medium Term Plan

The primary investment objective of the Scheme is to generate regular income through investments in debt & money market instruments in order to make regular dividend payments to unit holders & secondary objective is growth of capital.

Research Highlights for Aditya Birla Sun Life Medium Term Plan

Lower mid AUM (₹3,078 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 8.58% (top quartile).
1M return: 0.83% (upper mid).
Sharpe: 1.39 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 8.40% (lower mid).
Modified duration: 2.86 yrs (upper mid).
Average maturity: 3.83 yrs (top quartile).
Exit load: 0-365 Days (1%),365 Days and above(NIL).
Top sector: Real Estate.
Top bond sector: Corporate.
Debt-heavy allocation (~92%).
High-quality debt (AAA/AA ~88%).
Largest holding 7.1% Govt Stock 2034 (~6.9%).

Below is the key information for Aditya Birla Sun Life Medium Term Plan

Aditya Birla Sun Life Medium Term Plan Growth
Launch Date	25 Mar 09
NAV (20 Apr 26)	₹42.6252 ↑ 0.01 (0.02 %)
Net Assets (Cr)	₹3,078 on 31 Mar 26
Category	Debt - Medium term Bond
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.57
Sharpe Ratio	1.39
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)
Yield to Maturity	8.4%
Effective Maturity	3 Years 9 Months 29 Days
Modified Duration	2 Years 10 Months 10 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹10,945
31 Mar 23	₹13,258
31 Mar 24	₹14,230
31 Mar 25	₹16,085
31 Mar 26	₹17,500

Aditya Birla Sun Life Medium Term Plan SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹215,396.
Net Profit of ₹35,396 Invest Now

Returns for Aditya Birla Sun Life Medium Term Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	0.8%
3 Month	1.8%
6 Month	4.3%
1 Year	8.6%
3 Year	9.8%
5 Year	11.9%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.9%
2023	10.5%
2022	6.9%
2021	24.8%
2020	7.1%
2019	8.1%
2018	-4.4%
2017	5.6%
2016	7%
2015	10.9%

Fund Manager information for Aditya Birla Sun Life Medium Term Plan

Name	Since	Tenure
Sunaina Cunha	1 Sep 14	11.59 Yr.
Mohit Sharma	6 Aug 20	5.65 Yr.

Data below for Aditya Birla Sun Life Medium Term Plan as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	3.54%
Equity	4.16%
Debt	91.81%
Other	0.5%

Debt Sector Allocation

Sector	Value
Corporate	59.76%
Government	32.05%
Cash Equivalent	3.54%

Credit Quality

Rating	Value
A	11.55%
AA	39.56%
AAA	48.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.1% Govt Stock 2034 Sovereign Bonds \| -	7%	₹213 Cr	21,196,700
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹124 Cr	12,500
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹113 Cr	11,500
Hinduja Leyland Finance Limited Debentures \| -	4%	₹108 Cr	11,000
6.48% Govt Stock 2035 Sovereign Bonds \| -	3%	₹106 Cr	11,000,000 ↓ -12,500,000
Nuvama Wealth Finance Limited Debentures \| -	3%	₹96 Cr	9,500
Oxyzo Financial Services Limited Debentures \| -	3%	₹89 Cr	9,000
GMR Airports Limited Debentures \| -	3%	₹83 Cr	8,000
Jubilant Bevco Limited Debentures \| -	3%	₹80 Cr	7,400
Jtpm Metal TRaders Limited Debentures \| -	3%	₹80 Cr	7,673

2. Nippon India Strategic Debt Fund

(Erstwhile Reliance Classic Bond Fund)

To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity. The scheme would focus its investments predominantly in corporate bonds of various maturities and across ratings for the purpose of achieving regular income and capital appreciation.

Research Highlights for Nippon India Strategic Debt Fund

Bottom quartile AUM (₹143 Cr).
Established history (11+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 7.51% (upper mid).
1M return: 0.40% (bottom quartile).
Sharpe: 0.63 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.57% (bottom quartile).
Modified duration: 3.68 yrs (bottom quartile).
Average maturity: 4.84 yrs (bottom quartile).
Exit load: 0-12 Months (1%),12 Months and above(NIL).
Top bond sector: Corporate.
Debt-heavy allocation (~80%).
High-quality debt (AAA/AA ~100%).
Largest holding 7.17% Madhyapradesh Sgs 2031 (~6.9%).

Below is the key information for Nippon India Strategic Debt Fund

Nippon India Strategic Debt Fund Growth
Launch Date	26 Jun 14
NAV (20 Apr 26)	₹16.4624 ↑ 0.01 (0.07 %)
Net Assets (Cr)	₹143 on 31 Mar 26
Category	Debt - Medium term Bond
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.08
Sharpe Ratio	0.63
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Yield to Maturity	7.57%
Effective Maturity	4 Years 10 Months 2 Days
Modified Duration	3 Years 8 Months 5 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹11,785
31 Mar 23	₹12,209
31 Mar 24	₹13,051
31 Mar 25	₹14,169
31 Mar 26	₹15,267

Nippon India Strategic Debt Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148 Invest Now

Returns for Nippon India Strategic Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	0.4%
3 Month	1.5%
6 Month	2.3%
1 Year	7.5%
3 Year	7.8%
5 Year	9%
10 Year
15 Year
Since launch	4.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.6%
2023	8.3%
2022	7%
2021	2%
2020	17.4%
2019	-23.5%
2018	-3.4%
2017	4.7%
2016	6.9%
2015	11.1%

Fund Manager information for Nippon India Strategic Debt Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	7.86 Yr.
Sushil Budhia	1 Feb 20	6.17 Yr.
Akshay Sharma	1 Dec 22	3.33 Yr.
Amber Singhania	11 Mar 26	0.06 Yr.

Data below for Nippon India Strategic Debt Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	19.48%
Debt	80.18%
Other	0.34%

Debt Sector Allocation

Sector	Value
Corporate	48.95%
Government	31.23%
Cash Equivalent	19.48%

Credit Quality

Rating	Value
AA	45.24%
AAA	54.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.17% Madhyapradesh Sgs 2031 Sovereign Bonds \| -	7%	₹10 Cr	1,000,000
6.79% Govt Stock 2034 Sovereign Bonds \| -	7%	₹10 Cr	1,000,000
6.68% Govt Stock 2040 Sovereign Bonds \| -	7%	₹9 Cr	1,000,000
Indian Railway Finance Corporation Limited Debentures \| -	4%	₹5 Cr	1,000
Rec Limited Debentures \| -	4%	₹5 Cr	50
Andhra Pradesh State Beverages Corporation Limited Debentures \| -	4%	₹5 Cr	500
TRuhome Finance Limited Debentures \| -	4%	₹5 Cr	500
7.1% Govt Stock 2034 Sovereign Bonds \| -	4%	₹5 Cr	500,000
Godrej Industries Limited Debentures \| -	3%	₹5 Cr	500
Aadhar Housing Finance Limited Debentures \| -	3%	₹5 Cr	500

3. Kotak Medium Term Fund

The investment objective of the scheme is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved

Research Highlights for Kotak Medium Term Fund

Bottom quartile AUM (₹1,807 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
1Y return: 6.67% (lower mid).
1M return: 0.63% (upper mid).
Sharpe: 0.42 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 8.66% (top quartile).
Modified duration: 3.09 yrs (lower mid).
Average maturity: 4.61 yrs (lower mid).
Exit load: 0-18 Months (2%),18 Months and above(NIL).
Higher exposure to Real Estate vs peer median.
Higher exposure to Corporate (bond sector) vs peer median.
Debt-heavy allocation (~89%).
High-quality debt (AAA/AA ~92%).
Largest holding Jtpm Metal TRaders Limited (~5.7%).

Below is the key information for Kotak Medium Term Fund

Kotak Medium Term Fund Growth
Launch Date	25 Mar 14
NAV (20 Apr 26)	₹23.8775 ↓ -0.01 (-0.05 %)
Net Assets (Cr)	₹1,807 on 31 Mar 26
Category	Debt - Medium term Bond
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.63
Sharpe Ratio	0.42
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-18 Months (2%),18 Months and above(NIL)
Yield to Maturity	8.66%
Effective Maturity	4 Years 7 Months 10 Days
Modified Duration	3 Years 1 Month 2 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹10,604
31 Mar 23	₹10,925
31 Mar 24	₹11,805
31 Mar 25	₹12,781
31 Mar 26	₹13,639

Kotak Medium Term Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Kotak Medium Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	0.6%
3 Month	1.2%
6 Month	2%
1 Year	6.7%
3 Year	7.7%
5 Year	6.5%
10 Year
15 Year
Since launch	7.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.9%
2023	9%
2022	6.1%
2021	3.2%
2020	4.7%
2019	8.5%
2018	7%
2017	5.4%
2016	6.6%
2015	10.9%

Fund Manager information for Kotak Medium Term Fund

Name	Since	Tenure
Deepak Agrawal	25 Mar 14	12.03 Yr.
Vihag Mishra	1 Jun 25	0.83 Yr.

Data below for Kotak Medium Term Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	0.22%
Equity	10.28%
Debt	89.18%
Other	0.32%

Debt Sector Allocation

Sector	Value
Corporate	78.05%
Government	11.13%
Cash Equivalent	0.22%

Credit Quality

Rating	Value
A	7.99%
AA	53.68%
AAA	38.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jtpm Metal TRaders Limited Debentures \| -	6%	₹104 Cr	10,000
L&T Metro Rail (Hyderabad) Limited Debentures \| -	5%	₹97 Cr	10,000
Bamboo Hotel And Global Centre (Delhi) Private Limited Debentures \| -	5%	₹90 Cr	9,000
Adani Power Limited Debentures \| -	5%	₹89 Cr	9,000
Embassy Office Parks REIT (Real Estate) -, Since 31 May 21 \| EMBASSY	5%	₹84 Cr	1,998,346
TATA Steel Limited Debentures \| -	4%	₹74 Cr	750
Pipeline Infrastructure Limited Debentures \| -	4%	₹63 Cr	6,280
Aditya Birla Renewables Limited Debentures \| -	3%	₹60 Cr	6,000
Aditya Birla Real Estate Limited Debentures \| -	3%	₹55 Cr	5,500
Godrej Properties Limited Debentures \| -	3%	₹50 Cr	5,000

4. ICICI Prudential Medium Term Bond Fund

(Erstwhile ICICI Prudential Corporate Bond Fund)

Research Highlights for ICICI Prudential Medium Term Bond Fund

Upper mid AUM (₹5,524 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderate.
1Y return: 6.93% (upper mid).
1M return: 0.88% (top quartile).
Sharpe: 0.58 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.44% (lower mid).
Modified duration: 2.89 yrs (upper mid).
Average maturity: 5.49 yrs (bottom quartile).
Exit load: 0-1 Years (1%),1 Years and above(NIL).
Top sector: Real Estate.
Top bond sector: Corporate.
Debt-heavy allocation (~80%).
High-quality debt (AAA/AA ~100%).
Largest holding Embassy Office Parks REIT (~3.6%).

Below is the key information for ICICI Prudential Medium Term Bond Fund

ICICI Prudential Medium Term Bond Fund Growth
Launch Date	15 Sep 04
NAV (20 Apr 26)	₹47.2592 ↓ -0.01 (-0.02 %)
Net Assets (Cr)	₹5,524 on 31 Mar 26
Category	Debt - Medium term Bond
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderate
Expense Ratio	1.37
Sharpe Ratio	0.58
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Yield to Maturity	8.44%
Effective Maturity	5 Years 5 Months 26 Days
Modified Duration	2 Years 10 Months 20 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹10,537
31 Mar 23	₹11,067
31 Mar 24	₹11,894
31 Mar 25	₹12,902
31 Mar 26	₹13,777

ICICI Prudential Medium Term Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for ICICI Prudential Medium Term Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	0.9%
3 Month	1.5%
6 Month	2.6%
1 Year	6.9%
3 Year	7.7%
5 Year	6.7%
10 Year
15 Year
Since launch	7.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9%
2023	8%
2022	7%
2021	4.2%
2020	5.5%
2019	10.4%
2018	9.2%
2017	5.1%
2016	6.5%
2015	10.2%

Fund Manager information for ICICI Prudential Medium Term Bond Fund

Name	Since	Tenure
Manish Banthia	7 Nov 16	9.4 Yr.
Akhil Kakkar	22 Jan 24	2.19 Yr.

Data below for ICICI Prudential Medium Term Bond Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	10.53%
Equity	8.92%
Debt	80.21%
Other	0.34%

Debt Sector Allocation

Sector	Value
Corporate	65.77%
Government	16.56%
Cash Equivalent	8.4%

Credit Quality

Rating	Value
AA	61.36%
AAA	38.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Embassy Office Parks REIT (Real Estate) -, Since 30 Apr 25 \| EMBASSY	4%	₹200 Cr	4,765,556
7.34% Govt Stock 2064 Sovereign Bonds \| -	3%	₹178 Cr	18,801,500
Adani Enterprises Limited Debentures \| -	3%	₹173 Cr	17,500
Vedanta Limited Debentures \| -	3%	₹170 Cr	17,000
Jtpm Metal TRaders Limited Debentures \| -	3%	₹156 Cr	15,000
Oberoi Realty Limited Debentures \| -	3%	₹150 Cr	15,000
TATA Projects Limited Debentures \| -	3%	₹150 Cr	15,000
SIDDHIVINAYAK SECURITISATION TRUST Unlisted bonds \| -	3%	₹148 Cr	150
Godrej Properties Limited Debentures \| -	2%	₹126 Cr	12,500
TVS Credit Services Limited Debentures \| -	2%	₹112 Cr	110

5. Axis Strategic Bond Fund

(Erstwhile Axis Income Fund)

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

Research Highlights for Axis Strategic Bond Fund

Lower mid AUM (₹2,083 Cr).
Established history (14+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 6.11% (lower mid).
1M return: 0.52% (bottom quartile).
Sharpe: 0.31 (lower mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 8.46% (upper mid).
Modified duration: 3.09 yrs (bottom quartile).
Average maturity: 4.35 yrs (upper mid).
Exit load: 0-12 Months (1%),12 Months and above(NIL).
Top sector: Financial Services.
Top bond sector: Corporate.
Debt-heavy allocation (~92%).
High-quality debt (AAA/AA ~90%).
Largest holding 7.10% Gs 2034 (~5.4%).

Below is the key information for Axis Strategic Bond Fund

Axis Strategic Bond Fund Growth
Launch Date	28 Mar 12
NAV (20 Apr 26)	₹29.3512 ↑ 0.01 (0.04 %)
Net Assets (Cr)	₹2,083 on 31 Mar 26
Category	Debt - Medium term Bond
AMC	Axis Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.08
Sharpe Ratio	0.31
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Yield to Maturity	8.46%
Effective Maturity	4 Years 4 Months 6 Days
Modified Duration	3 Years 1 Month 2 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹10,564
31 Mar 23	₹11,042
31 Mar 24	₹11,916
31 Mar 25	₹12,955
31 Mar 26	₹13,776

Axis Strategic Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Axis Strategic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	0.5%
3 Month	1.6%
6 Month	2.4%
1 Year	6.1%
3 Year	7.7%
5 Year	6.7%
10 Year
15 Year
Since launch	8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.2%
2023	8.7%
2022	7.3%
2021	3.8%
2020	5.2%
2019	10.5%
2018	7.1%
2017	6.7%
2016	7.5%
2015	11.6%

Fund Manager information for Axis Strategic Bond Fund

Name	Since	Tenure
Devang Shah	5 Nov 12	13.41 Yr.
Sachin Jain	1 Feb 23	3.16 Yr.
Akhil Thakker	1 Feb 23	3.16 Yr.

Data below for Axis Strategic Bond Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	4.35%
Equity	3.2%
Debt	92.16%
Other	0.29%

Debt Sector Allocation

Sector	Value
Corporate	64.67%
Government	27.49%
Cash Equivalent	4.35%

Credit Quality

Rating	Value
A	10.46%
AA	47.42%
AAA	42.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.10% Gs 2034 Sovereign Bonds \| -	5%	₹113 Cr	11,200,000
Jubilant Beverages Limited Debentures \| -	3%	₹70 Cr	6,500
GMR Hyderabad International Airport Limited Debentures \| -	3%	₹66 Cr	6,500
Tamilnadu State Development Loans Sovereign Bonds \| -	3%	₹62 Cr	6,358,600
Vedanta Limited Debentures \| -	3%	₹60 Cr	6,000
Jubilant Bevco Limited Debentures \| -	3%	₹60 Cr	5,500
Adani Power Limited Debentures \| -	3%	₹60 Cr	6,000
Nuvama Wealth Finance Limited Debentures \| -	3%	₹58 Cr	5,800
Delhi International Airport Limited Debentures \| -	3%	₹56 Cr	5,500
Aditya Birla Digital Fashion Ventures Limited Debentures \| -	3%	₹55 Cr	5,500

6. SBI Magnum Medium Duration Fund

(Erstwhile SBI Regular Savings Fund)

To provide attractive returns to the Magnum holders / Unit holders either through periodic dividends or through capital appreciation through an actively managed portfolio of debt, equity and money market instruments.

Research Highlights for SBI Magnum Medium Duration Fund

Highest AUM (₹6,580 Cr).
Established history (22+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
1Y return: 5.35% (bottom quartile).
1M return: 0.63% (lower mid).
Sharpe: -0.17 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.53% (upper mid).
Modified duration: 2.85 yrs (top quartile).
Average maturity: 3.97 yrs (upper mid).
Exit load: 0-12 Months (1.5%),12 Months and above(NIL).
Top sector: Real Estate.
Top bond sector: Corporate.
Debt-heavy allocation (~84%).
High-quality debt (AAA/AA ~88%).
Largest holding 7.18% Govt Stock 2033 (~7.9%).

Below is the key information for SBI Magnum Medium Duration Fund

SBI Magnum Medium Duration Fund Growth
Launch Date	12 Nov 03
NAV (20 Apr 26)	₹53.3627 ↑ 0.04 (0.08 %)
Net Assets (Cr)	₹6,580 on 31 Mar 26
Category	Debt - Medium term Bond
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.22
Sharpe Ratio	-0.17
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1.5%),12 Months and above(NIL)
Yield to Maturity	8.53%
Effective Maturity	3 Years 11 Months 19 Days
Modified Duration	2 Years 10 Months 6 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹10,488
31 Mar 23	₹10,943
31 Mar 24	₹11,778
31 Mar 25	₹12,757
31 Mar 26	₹13,444

SBI Magnum Medium Duration Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for SBI Magnum Medium Duration Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	0.6%
3 Month	1.5%
6 Month	2.3%
1 Year	5.4%
3 Year	7.2%
5 Year	6.2%
10 Year
15 Year
Since launch	7.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.5%
2023	8.1%
2022	7.2%
2021	3.4%
2020	3.8%
2019	12.3%
2018	11.1%
2017	6.2%
2016	7.6%
2015	14%

Fund Manager information for SBI Magnum Medium Duration Fund

Name	Since	Tenure
Lokesh Mallya	1 Dec 23	2.33 Yr.
Mohit Jain	30 Nov 17	8.34 Yr.

Data below for SBI Magnum Medium Duration Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	10.14%
Equity	5.88%
Debt	83.66%
Other	0.32%

Debt Sector Allocation

Sector	Value
Corporate	63.05%
Government	21.32%
Cash Equivalent	9.43%

Credit Quality

Rating	Value
A	11.79%
AA	45.85%
AAA	42.36%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.18% Govt Stock 2033 Sovereign Bonds \| -	8%	₹518 Cr	51,500,000
6.68% Govt Stock 2040 Sovereign Bonds \| -	7%	₹443 Cr	47,500,000
Godrej Properties Limited Debentures \| -	5%	₹301 Cr	30,000
Avanse Financial Services Limited Debentures \| -	4%	₹250 Cr	25,000
6.48% Govt Stock 2035 Sovereign Bonds \| -	4%	₹241 Cr	25,000,000
Yes Bank Limited Debentures \| -	3%	₹223 Cr	2,250
Renew Solar Energy (Jharkhand Five) Private Limited Debentures \| -	3%	₹221 Cr	24,000
Aditya Birla Real Estate Limited Debentures \| -	3%	₹220 Cr	22,000
Jtpm Metal TRaders Limited Debentures \| -	3%	₹208 Cr	20,000
Renserv Global Private Limited Debentures \| -	3%	₹205 Cr	20,500

7. HDFC Medium Term Debt Fund

(Erstwhile HDFC High Interest Fund - Short Term Plan)

To generate income by investing in a range of debt and money market instruments of various maturity dates with a view to maximising income while maintaining the optimum balance of yield, safety and liquidity. The objective is to cater to the needs of investors with shorter term investment horizons and to provide stable returns over shorter periods.

Research Highlights for HDFC Medium Term Debt Fund

Upper mid AUM (₹3,697 Cr).
Oldest track record among peers (24 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderate.
1Y return: 5.55% (bottom quartile).
1M return: 0.62% (lower mid).
Sharpe: -0.01 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 8.39% (bottom quartile).
Modified duration: 3.07 yrs (lower mid).
Average maturity: 4.59 yrs (lower mid).
Exit load: 0-1 Months (0.25%),1 Months and above(NIL).
Top sector: Real Estate.
Higher exposure to Corporate (bond sector) vs peer median.
Debt-heavy allocation (~91%).
High-quality debt (AAA/AA ~93%).
Largest holding 7.18% Gs 2037 (~6.2%).

Below is the key information for HDFC Medium Term Debt Fund

HDFC Medium Term Debt Fund Growth
Launch Date	6 Feb 02
NAV (20 Apr 26)	₹58.7878 ↑ 0.01 (0.01 %)
Net Assets (Cr)	₹3,697 on 31 Mar 26
Category	Debt - Medium term Bond
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.29
Sharpe Ratio	-0.01
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Months (0.25%),1 Months and above(NIL)
Yield to Maturity	8.39%
Effective Maturity	4 Years 7 Months 2 Days
Modified Duration	3 Years 25 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹10,555
31 Mar 23	₹10,931
31 Mar 24	₹11,748
31 Mar 25	₹12,711
31 Mar 26	₹13,436

HDFC Medium Term Debt Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for HDFC Medium Term Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26

Duration	Returns
1 Month	0.6%
3 Month	1.6%
6 Month	2.3%
1 Year	5.6%
3 Year	7.2%
5 Year	6.2%
10 Year
15 Year
Since launch	7.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.7%
2023	8.1%
2022	6.7%
2021	2.9%
2020	5%
2019	10%
2018	9.1%
2017	5.6%
2016	5.5%
2015	11.5%

Fund Manager information for HDFC Medium Term Debt Fund

Name	Since	Tenure
Anil Bamboli	7 Mar 26	0.07 Yr.
Praveen Jain	7 Mar 26	0.07 Yr.
Dhruv Muchhal	22 Jun 23	2.78 Yr.
Bhavyesh Divecha	1 Mar 25	1.08 Yr.

Data below for HDFC Medium Term Debt Fund as on 31 Mar 26

Asset Allocation

Asset Class	Value
Cash	5.91%
Equity	2.78%
Debt	90.63%
Other	0.68%

Debt Sector Allocation

Sector	Value
Corporate	71.07%
Government	19.56%
Cash Equivalent	5.91%

Credit Quality

Rating	Value
A	6.63%
AA	47.18%
AAA	46.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.18% Gs 2037 Sovereign Bonds \| -	6%	₹237 Cr	23,047,700
SIDDHIVINAYAK SECURITISATION TRUST Unlisted bonds \| -	5%	₹177 Cr	175
7.23% Gs 2039 Sovereign Bonds \| -	4%	₹164 Cr	16,000,000
TATA Steel Limited Debentures \| -	4%	₹147 Cr	14,500
GMR Airports Limited Debentures \| -	4%	₹140 Cr	13,500
Jubilant Beverages Limited Debentures \| -	3%	₹116 Cr	10,720
SHIVSHAKTI SECURITISATION TRUST Unlisted bonds \| -	3%	₹101 Cr	100
Kalpataru Projects International Limited Debentures \| -	3%	₹100 Cr	10,000
SK Finance Limited Debentures \| -	3%	₹100 Cr	10,000
Sbfc Finance Limited Debentures \| -	3%	₹100 Cr	10,000

ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಮಧ್ಯಮ ಅವಧಿಯ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

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