+91-22-48913909ਸਰਬੋਤਮ ਬਾਂਡ ਮਿਉਚੁਅਲ ਫੰਡ 2022
ਬਾਂਡਮਿਉਚੁਅਲ ਫੰਡ ਨਾਲੋਂ ਵੱਧ ਰਿਟਰਨ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈਬੈਂਕ ਖਾਤੇ ਅਤੇ ਕੁਦਰਤ ਵਿੱਚ ਬਹੁਤ ਜ਼ਿਆਦਾ ਤਰਲ ਹੁੰਦੇ ਹਨ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਕਿਸੇ ਵੀ ਸਮੇਂ ਆਪਣੇ ਨਿਵੇਸ਼ ਨੂੰ ਰੀਡੀਮ ਕਰ ਸਕਦੇ ਹਨ। ਕੁਝ ਵਧੀਆ ਪ੍ਰਮੁੱਖਨਿਵੇਸ਼ ਦੇ ਲਾਭ ਬਾਂਡ ਫੰਡਾਂ ਵਿੱਚ ਘੱਟ ਲਾਗਤ ਵਾਲੀ ਬਣਤਰ, ਮੁਕਾਬਲਤਨ ਵੱਧ ਰਿਟਰਨ, ਉੱਚ ਹਨਤਰਲਤਾ ਅਤੇ ਵਾਜਬ ਸੁਰੱਖਿਆ।
ਬਾਂਡ ਫੰਡ ਵੀ ਕਿਹਾ ਜਾਂਦਾ ਹੈਕਰਜ਼ਾ ਫੰਡ. ਇਹ ਇੱਕ ਕਿਸਮ ਦੀ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮ ਹੈ ਜੋ ਸਥਿਰ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੀ ਹੈਆਮਦਨ ਸਰਕਾਰੀ ਅਤੇ ਕਾਰਪੋਰੇਟ ਵਰਗੇ ਸਾਧਨਬਾਂਡ,ਪੈਸੇ ਦੀ ਮਾਰਕੀਟ ਯੰਤਰ, ਕਾਰਪੋਰੇਟ ਕਰਜ਼ਾ ਪ੍ਰਤੀਭੂਤੀਆਂ, ਆਦਿ, ਜੋ ਪੇਸ਼ਕਸ਼ ਕਰਦੇ ਹਨਪੂੰਜੀ ਪ੍ਰਸ਼ੰਸਾ ਬਾਂਡ ਫੰਡ ਔਸਤ ਜੋਖਮ-ਵਿਰੋਧੀ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਇੱਕ ਆਦਰਸ਼ ਨਿਵੇਸ਼ ਹਨ ਜੋ ਸਥਿਰ ਅਤੇ ਨਿਯਮਤ ਆਮਦਨ ਦੀ ਭਾਲ ਕਰ ਰਹੇ ਹਨ। ਇਹ ਫੰਡ ਘੱਟ ਅਸਥਿਰ ਹੁੰਦੇ ਹਨ ਅਤੇ ਇਸਲਈ ਘੱਟ ਜੋਖਮ ਵਾਲੇ ਹੁੰਦੇ ਹਨਇਕੁਇਟੀ ਫੰਡ. ਇਸ ਤੋਂ ਇਲਾਵਾ, ਬਾਂਡ ਫੰਡ ਬੈਂਕ ਲਈ ਇੱਕ ਬਿਹਤਰ ਵਿਕਲਪ ਹੋ ਸਕਦੇ ਹਨਫਿਕਸਡ ਡਿਪਾਜ਼ਿਟ.
ਸ਼੍ਰੇਣੀ ਦਰਜਾਬੰਦੀ ਦੇ ਅਨੁਸਾਰ ਹੇਠਾਂ ਦਿੱਤੇ ਸਭ ਤੋਂ ਵਧੀਆ ਬਾਂਡ ਫੰਡ ਹਨ ਜੋ ਤੁਹਾਡੀ ਪ੍ਰਾਪਤੀ ਵਿੱਚ ਤੁਹਾਡੀ ਮਦਦ ਕਰ ਸਕਦੇ ਹਨਵਿੱਤੀ ਟੀਚੇ ਅਤੇ ਬਿਹਤਰ ਰਿਟਰਨ ਕਮਾਉਣ ਵਿੱਚ ਤੁਹਾਡੀ ਮਦਦ ਕਰ ਸਕਦਾ ਹੈ।
ਬਾਂਡ ਅਤੇ ਬਾਂਡ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਅੰਤਰ
ਬਾਂਡ
ਉਹ ਇਕਾਈਆਂ ਦੁਆਰਾ ਜਾਰੀ ਕਰਜ਼ੇ ਦੀਆਂ ਜ਼ਿੰਮੇਵਾਰੀਆਂ ਹਨ, ਜਿਵੇਂ ਕਿ ਕਾਰਪੋਰੇਸ਼ਨਾਂ ਜਾਂ ਸਰਕਾਰਾਂ। ਇਸ ਲਈ, ਜਦੋਂ ਇੱਕਨਿਵੇਸ਼ਕ ਬਾਂਡ ਖਰੀਦ ਰਿਹਾ ਹੈ, ਉਹ ਇੱਕ ਪਰਿਭਾਸ਼ਿਤ ਕਾਰਜਕਾਲ ਲਈ ਇਕਾਈ ਨੂੰ ਪੈਸਾ ਉਧਾਰ ਦੇ ਰਿਹਾ ਹੈ। ਬਦਲੇ ਵਿੱਚ, ਤੁਹਾਨੂੰ ਕਾਰਜਕਾਲ ਦੇ ਅੰਤ ਤੱਕ ਵਿਆਜ ਮਿਲਦਾ ਹੈ।
ਬਾਂਡ ਫੰਡ
ਉਹ ਮਿਉਚੁਅਲ ਫੰਡ ਜਾਂ ਐਕਸਚੇਂਜ-ਟ੍ਰੇਡ ਫੰਡ ਹਨ (ਈ.ਟੀ.ਐੱਫ) ਜੋ ਇੱਕ ਪੋਰਟਫੋਲੀਓ ਬਾਂਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ, ਬਾਂਡ ਫੰਡਾਂ ਵਿੱਚ ਇੱਕ ਖਾਸ ਕਿਸਮ ਦੇ ਬਾਂਡ ਹੁੰਦੇ ਹਨ, ਜਿਵੇਂ ਕਿ ਕਾਰਪੋਰੇਟ ਜਾਂ ਸਰਕਾਰ। ਉਹਨਾਂ ਨੂੰ ਪਰਿਪੱਕਤਾ ਦੁਆਰਾ ਹੋਰ ਪਰਿਭਾਸ਼ਿਤ ਕੀਤਾ ਗਿਆ ਹੈ, ਜਿਵੇਂ ਕਿ ਹੇਠਾਂ ਦਿੱਤਾ ਗਿਆ ਹੈ।
ਬਾਂਡ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੀਏ?
ਇਹਨਾਂ ਫੰਡਾਂ ਦੇ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਲਾਭ ਹਨ:
- ਬਾਂਡ ਫੰਡ ਨਿਯਮਤ ਆਮਦਨ ਕਮਾਉਣ ਲਈ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨ। ਉਦਾਹਰਨ ਲਈ, ਲਾਭਅੰਸ਼ ਭੁਗਤਾਨ ਦੀ ਚੋਣ ਨਿਯਮਤ ਆਮਦਨ ਲਈ ਇੱਕ ਵਿਕਲਪ ਹੋ ਸਕਦਾ ਹੈ।
- ਛੋਟੇ ਵਿੱਤੀ ਟੀਚਿਆਂ ਦੀ ਯੋਜਨਾ ਬਣਾਉਣਾ ਇਹ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹੈ। ਇੱਕ ਛੋਟੀ ਮਿਆਦ ਵਿੱਚ, ਇਹ ਫੰਡ ਸੁਰੱਖਿਆ ਰਿਟਰਨ ਅਤੇ ਬਹੁਤ ਜ਼ਿਆਦਾ ਤਰਲ ਨੂੰ ਯਕੀਨੀ ਬਣਾਉਂਦੇ ਹਨ।
- ਬਾਂਡ ਫੰਡਾਂ ਵਿੱਚ, ਤੁਸੀਂ ਕਿਸੇ ਵੀ ਸਮੇਂ ਆਪਣੇ ਨਿਵੇਸ਼ ਤੋਂ ਅੰਸ਼ਕ ਪੈਸਾ ਕਢਵਾਉਣ/ਰਿਡੀਮ ਕਰ ਸਕਦੇ ਹੋ ਅਤੇ ਬਾਕੀ ਬਚੇ ਪੈਸੇ ਨੂੰ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਸਕਦੇ ਹੋ।
- ਜਿਵੇਂ ਕਿ, ਬਾਂਡ ਫੰਡ ਮੁੱਖ ਤੌਰ 'ਤੇ ਸਰਕਾਰੀ ਪ੍ਰਤੀਭੂਤੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ ਉਹ ਇਕੁਇਟੀ ਦੀ ਅਸਥਿਰਤਾ ਦੁਆਰਾ ਪ੍ਰਭਾਵਿਤ ਨਹੀਂ ਹੁੰਦੇ ਹਨਬਜ਼ਾਰ. ਇਸ ਲਈ, ਇਹ ਉਹਨਾਂ ਲਈ ਨਿਵੇਸ਼ ਦਾ ਇੱਕ ਅਨੁਕੂਲ ਤਰੀਕਾ ਹੈ ਜੋ ਜੋਖਮ ਤੋਂ ਬਚਦੇ ਹਨ।
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<1 ਸਾਲ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਬਾਂਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity PGIM India Insta Cash Fund Growth ₹366.881
↑ 0.08 ₹1,031 1.5 3.4 6.4 6.8 6.5 6.15% 1M 10D 1M 10D Indiabulls Liquid Fund Growth ₹2,724.83
↑ 0.64 ₹381 1.5 3.3 6.4 6.9 6.6 6.4% 1M 18D 1M 18D Aditya Birla Sun Life Savings Fund Growth ₹592.85
↑ 0.22 ₹18,819 1.5 3.4 6.3 7.2 7.4 7.42% 5M 19D 7M 13D JM Liquid Fund Growth ₹76.7806
↑ 0.02 ₹1,743 1.5 3.3 6.3 6.7 6.4 6.12% 1M 8D 1M 11D Axis Liquid Fund Growth ₹3,139.58
↑ 0.64 ₹63,343 1.5 3.4 6.5 6.9 6.6 6.37% 1M 12D 1M 12D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary PGIM India Insta Cash Fund Indiabulls Liquid Fund Aditya Birla Sun Life Savings Fund JM Liquid Fund Axis Liquid Fund Point 1 Bottom quartile AUM (₹1,031 Cr). Bottom quartile AUM (₹381 Cr). Upper mid AUM (₹18,819 Cr). Lower mid AUM (₹1,743 Cr). Highest AUM (₹63,343 Cr). Point 2 Established history (19+ yrs). Established history (14+ yrs). Established history (23+ yrs). Oldest track record among peers (28 yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 5★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Low. Risk profile: Low. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Low. Point 5 1Y return: 6.40% (upper mid). 1Y return: 6.38% (lower mid). 1Y return: 6.31% (bottom quartile). 1Y return: 6.26% (bottom quartile). 1Y return: 6.45% (top quartile). Point 6 1M return: 0.47% (bottom quartile). 1M return: 0.48% (lower mid). 1M return: 0.49% (top quartile). 1M return: 0.47% (bottom quartile). 1M return: 0.48% (upper mid). Point 7 Sharpe: 2.91 (lower mid). Sharpe: 2.97 (upper mid). Sharpe: 1.00 (bottom quartile). Sharpe: 2.50 (bottom quartile). Sharpe: 3.01 (top quartile). Point 8 Information ratio: 1.16 (upper mid). Information ratio: 1.36 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.27 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.15% (bottom quartile). Yield to maturity (debt): 6.40% (upper mid). Yield to maturity (debt): 7.42% (top quartile). Yield to maturity (debt): 6.12% (bottom quartile). Yield to maturity (debt): 6.37% (lower mid). Point 10 Modified duration: 0.11 yrs (upper mid). Modified duration: 0.13 yrs (bottom quartile). Modified duration: 0.47 yrs (bottom quartile). Modified duration: 0.11 yrs (top quartile). Modified duration: 0.12 yrs (lower mid). PGIM India Insta Cash Fund
Indiabulls Liquid Fund
Aditya Birla Sun Life Savings Fund
JM Liquid Fund
Axis Liquid Fund
> 1 ਸਾਲ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਬਾਂਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity PGIM India Short Maturity Fund Growth ₹39.3202
↓ 0.00 ₹28 1.2 3.1 6.1 4.2 7.18% 1Y 7M 28D 1Y 11M 1D Aditya Birla Sun Life Medium Term Plan Growth ₹43.7653
↑ 0.02 ₹3,319 0.6 3.6 7.9 9.7 10.9 8.09% 2Y 11M 12D 4Y 4M 10D Axis Strategic Bond Fund Growth ₹30.1162
↑ 0.03 ₹2,112 0.6 3.5 5.8 7.6 8.2 8.18% 3Y 3M 4Y 8M 1D Nippon India Strategic Debt Fund Growth ₹16.8546
↑ 0.02 ₹147 0.4 3.3 5.4 7.8 9.6 7.82% 3Y 8M 19D 5Y 6M 14D ICICI Prudential Short Term Fund Growth ₹64.411
↑ 0.04 ₹19,403 0.5 3.1 5.3 7.1 8 7.89% 2Y 7M 2D 4Y 3M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 23 Research Highlights & Commentary of 5 Funds showcased
Commentary PGIM India Short Maturity Fund Aditya Birla Sun Life Medium Term Plan Axis Strategic Bond Fund Nippon India Strategic Debt Fund ICICI Prudential Short Term Fund Point 1 Bottom quartile AUM (₹28 Cr). Upper mid AUM (₹3,319 Cr). Lower mid AUM (₹2,112 Cr). Bottom quartile AUM (₹147 Cr). Highest AUM (₹19,403 Cr). Point 2 Established history (23+ yrs). Established history (17+ yrs). Established history (14+ yrs). Established history (12+ yrs). Oldest track record among peers (24 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 6.08% (upper mid). 1Y return: 7.88% (top quartile). 1Y return: 5.82% (lower mid). 1Y return: 5.40% (bottom quartile). 1Y return: 5.35% (bottom quartile). Point 6 1M return: 0.43% (top quartile). 1M return: 0.09% (bottom quartile). 1M return: 0.05% (bottom quartile). 1M return: 0.13% (upper mid). 1M return: 0.12% (lower mid). Point 7 Sharpe: -0.98 (bottom quartile). Sharpe: 1.28 (top quartile). Sharpe: 0.46 (upper mid). Sharpe: 0.22 (lower mid). Sharpe: 0.16 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper 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): 7.18% (bottom quartile). Yield to maturity (debt): 8.09% (upper mid). Yield to maturity (debt): 8.18% (top quartile). Yield to maturity (debt): 7.82% (bottom quartile). Yield to maturity (debt): 7.89% (lower mid). Point 10 Modified duration: 1.66 yrs (top quartile). Modified duration: 2.95 yrs (lower mid). Modified duration: 3.25 yrs (bottom quartile). Modified duration: 3.72 yrs (bottom quartile). Modified duration: 2.59 yrs (upper mid). PGIM India Short Maturity Fund
Aditya Birla Sun Life Medium Term Plan
Axis Strategic Bond Fund
Nippon India Strategic Debt Fund
ICICI Prudential Short Term Fund
> 3 ਸਾਲਾਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਬਾਂਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity UTI Gilt Fund Growth ₹65.4817
↓ -0.02 ₹420 -0.3 2.8 4.5 6.2 5.1 6.15% 3Y 6Y 10M 20D SBI Magnum Income Fund Growth ₹73.5925
↑ 0.01 ₹2,046 -0.3 3 3.7 6 5.9 7.77% 4Y 1M 2D 7Y 5M 5D SBI Magnum Gilt Fund Growth ₹68.2603
↓ -0.05 ₹8,215 -0.2 3.2 3.5 6.1 4.5 7.38% 6Y 1M 17D 22Y 1M 6D ICICI Prudential Gilt Fund Growth ₹106.934
↓ -0.02 ₹7,950 -1.3 3.3 3.3 6.2 6.8 7.62% 8Y 10M 24D 21Y 2M 5D UTI Bond Fund Growth ₹75.9679
↑ 0.03 ₹303 -0.1 2.9 3.2 5.9 5.6 7.79% 4Y 1M 6D 7Y 3M 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary UTI Gilt Fund SBI Magnum Income Fund SBI Magnum Gilt Fund ICICI Prudential Gilt Fund UTI Bond Fund Point 1 Bottom quartile AUM (₹420 Cr). Lower mid AUM (₹2,046 Cr). Highest AUM (₹8,215 Cr). Upper mid AUM (₹7,950 Cr). Bottom quartile AUM (₹303 Cr). Point 2 Established history (24+ yrs). Established history (27+ yrs). Established history (25+ yrs). Established history (27+ yrs). Oldest track record among peers (28 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 4.52% (top quartile). 1Y return: 3.71% (upper mid). 1Y return: 3.45% (lower mid). 1Y return: 3.27% (bottom quartile). 1Y return: 3.23% (bottom quartile). Point 6 1M return: -0.31% (bottom quartile). 1M return: -0.16% (upper mid). 1M return: -0.03% (top quartile). 1M return: -1.03% (bottom quartile). 1M return: -0.22% (lower mid). Point 7 Sharpe: 0.26 (top quartile). Sharpe: -0.25 (bottom quartile). Sharpe: -0.20 (lower mid). Sharpe: 0.00 (upper mid). Sharpe: -0.43 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper 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): 6.15% (bottom quartile). Yield to maturity (debt): 7.77% (upper mid). Yield to maturity (debt): 7.38% (bottom quartile). Yield to maturity (debt): 7.62% (lower mid). Yield to maturity (debt): 7.79% (top quartile). Point 10 Modified duration: 3.00 yrs (top quartile). Modified duration: 4.09 yrs (upper mid). Modified duration: 6.13 yrs (bottom quartile). Modified duration: 8.90 yrs (bottom quartile). Modified duration: 4.10 yrs (lower mid). UTI Gilt Fund
SBI Magnum Income Fund
SBI Magnum Gilt Fund
ICICI Prudential Gilt Fund
UTI Bond Fund
ਸਰਬੋਤਮ 10-ਸਾਲ ਦੀ ਸਰਕਾਰ ਬਾਂਡ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity SBI Magnum Constant Maturity Fund Growth ₹65.7335
↓ -0.06 ₹1,605 -1.2 2.4 2.8 6.4 6.7 6.97% 6Y 9M 29D 9Y 7M 10D Bandhan Government Securities Fund - Constant Maturity Plan Growth ₹47.8536
↓ -0.05 ₹294 -1 3.3 3.9 7.2 7.5 6.95% 6Y 10M 10D 10Y 25D ICICI Prudential Constant Maturity Gilt Fund Growth ₹25.7376
↓ -0.02 ₹2,012 -1.2 3 3.5 6.9 7.5 7.06% 6Y 10M 13D 10Y 1M 13D DSP 10Y G-Sec Fund Growth ₹22.2124
↓ -0.02 ₹44 -1.4 1.9 1.6 5.8 6.2 6.78% 6Y 10M 2D 8Y 10M 28D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 26 Research Highlights & Commentary of 4 Funds showcased
Commentary SBI Magnum Constant Maturity Fund Bandhan Government Securities Fund - Constant Maturity Plan ICICI Prudential Constant Maturity Gilt Fund DSP 10Y G-Sec Fund Point 1 Upper mid AUM (₹1,605 Cr). Lower mid AUM (₹294 Cr). Highest AUM (₹2,012 Cr). Bottom quartile AUM (₹44 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (24+ yrs). Established history (12+ yrs). Established history (12+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 2.76% (lower mid). 1Y return: 3.93% (top quartile). 1Y return: 3.55% (upper mid). 1Y return: 1.57% (bottom quartile). Point 6 1M return: -1.04% (lower mid). 1M return: -1.07% (bottom quartile). 1M return: -1.00% (upper mid). 1M return: -0.99% (top quartile). Point 7 Sharpe: -0.23 (lower mid). Sharpe: 0.16 (top quartile). Sharpe: 0.01 (upper mid). Sharpe: -0.68 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.97% (upper mid). Yield to maturity (debt): 6.95% (lower mid). Yield to maturity (debt): 7.06% (top quartile). Yield to maturity (debt): 6.78% (bottom quartile). Point 10 Modified duration: 6.83 yrs (top quartile). Modified duration: 6.86 yrs (lower mid). Modified duration: 6.87 yrs (bottom quartile). Modified duration: 6.84 yrs (upper mid). SBI Magnum Constant Maturity Fund
Bandhan Government Securities Fund - Constant Maturity Plan
ICICI Prudential Constant Maturity Gilt Fund
DSP 10Y G-Sec Fund
*ਹੇਠਾਂ ਬਾਂਡ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਸੂਚੀ ਦਿੱਤੀ ਗਈ ਹੈ ਜਿਨ੍ਹਾਂ ਕੋਲ ਸ਼ੁੱਧ ਜਾਇਦਾਦ ਹੈ50 ਕਰੋੜ ਅਤੇ 3 ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਸਮੇਂ ਲਈ ਸੰਪਤੀਆਂ ਦਾ ਪ੍ਰਬੰਧਨ ਕੀਤਾ ਹੋਇਆ ਹੈ। ਪਰਿਪੱਕਤਾ ਤੱਕ ਸਭ ਤੋਂ ਵੱਧ ਉਪਜ ਦੇ ਆਧਾਰ 'ਤੇ (ytm)
(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. Below is the key information for HDFC Medium Term Debt Fund Returns up to 1 year are on 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 Below is the key information for Kotak Medium Term Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Corporate 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. Research Highlights for ICICI Prudential Medium Term Bond Fund Below is the key information for ICICI Prudential Medium Term Bond Fund Returns up to 1 year are on (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 Below is the key information for SBI Magnum Medium Duration Fund Returns up to 1 year are on (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 Below is the key information for Axis Strategic Bond Fund Returns up to 1 year are on 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 Below is the key information for Aditya Birla Sun Life Medium Term Plan Returns up to 1 year are on 1. HDFC Medium Term Debt Fund
HDFC Medium Term Debt Fund
Growth Launch Date 6 Feb 02 NAV (30 Sep 26) ₹60.3364 ↑ 0.03 (0.05 %) Net Assets (Cr) ₹3,599 on 31 Aug 26 Category Debt - Medium term Bond AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderate Expense Ratio 1.32 Sharpe Ratio 0.41 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 8.44% Effective Maturity 3 Years 9 Months 11 Days Modified Duration 2 Years 8 Months 12 Days Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,184 30 Sep 23 ₹10,890 30 Sep 24 ₹11,793 30 Sep 25 ₹12,660 Returns for HDFC Medium Term Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month 0.1% 3 Month 0.7% 6 Month 3.6% 1 Year 5.7% 3 Year 7.1% 5 Year 6% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.7% 2024 8.1% 2023 6.7% 2022 2.9% 2021 5% 2020 10% 2019 9.1% 2018 5.6% 2017 5.5% 2016 11.5% Fund Manager information for HDFC Medium Term Debt Fund
Name Since Tenure Anil Bamboli 7 Mar 26 0.49 Yr. Praveen Jain 7 Mar 26 0.49 Yr. Dhruv Muchhal 22 Jun 23 3.2 Yr. Bhavyesh Divecha 1 Mar 25 1.5 Yr. Data below for HDFC Medium Term Debt Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 8.73% Equity 3.21% Debt 86.45% Other 1.62% Debt Sector Allocation
Sector Value Corporate 76.7% Government 11.12% Cash Equivalent 7.36% Credit Quality
Rating Value A 3% AA 53.51% AAA 43.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity SIDDHIVINAYAK SECURITISATION TRUST
Unlisted bonds | -5% ₹174 Cr 175 GMR Airports Limited
Debentures | -4% ₹159 Cr 15,000 Jubilant Beverages Limited
Debentures | -3% ₹120 Cr 10,720 7.23% Govt Stock 2039
Sovereign Bonds | -3% ₹100 Cr 10,000,000
↓ -500,000 Small Industries Development Bank Of India
Debentures | -3% ₹100 Cr 10,000 SK Finance Limited
Debentures | -3% ₹100 Cr 10,000 Kalpataru Projects International Limited
Debentures | -3% ₹100 Cr 10,000 Sbfc Finance Limited
Debentures | -3% ₹99 Cr 10,000 SHIVSHAKTI SECURITISATION TRUST
Unlisted bonds | -3% ₹99 Cr 100 Kosamattam Finance Limited
Debentures | -3% ₹98 Cr 10,000 2. Kotak Medium Term Fund
Kotak Medium Term Fund
Growth Launch Date 25 Mar 14 NAV (30 Sep 26) ₹24.4915 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹1,926 on 31 Aug 26 Category Debt - Medium term Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.63 Sharpe Ratio 0.48 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 8.37% Effective Maturity 5 Years 6 Months 18 Days Modified Duration 2 Years 11 Months 26 Days Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,231 30 Sep 23 ₹10,806 30 Sep 24 ₹11,866 30 Sep 25 ₹12,847 Returns for Kotak Medium Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month 0% 3 Month 0.7% 6 Month 3.6% 1 Year 5.6% 3 Year 7.9% 5 Year 6.3% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.9% 2024 9% 2023 6.1% 2022 3.2% 2021 4.7% 2020 8.5% 2019 7% 2018 5.4% 2017 6.6% 2016 10.9% Fund Manager information for Kotak Medium Term Fund
Name Since Tenure Deepak Agrawal 25 Mar 14 12.45 Yr. Vihag Mishra 1 Jun 25 1.25 Yr. Data below for Kotak Medium Term Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 5.24% Equity 9.76% Debt 84.69% Other 0.31% Debt Sector Allocation
Sector Value Corporate 74.51% Government 10.19% Cash Equivalent 5.24% Credit Quality
Rating Value A 8.22% AA 57.11% AAA 34.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jtpm Metal TRaders Limited
Debentures | -6% ₹108 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% ₹90 Cr 9,000 Embassy Office Parks REIT (Real Estate)
-, Since 31 May 21 | 5426024% ₹79 Cr 1,788,346 360 One Prime Limited
Debentures | -4% ₹75 Cr 7,500 Mas Financial Services Limited
Debentures | -4% ₹74 Cr 7,500 TATA Steel Limited
Debentures | -4% ₹74 Cr 750 Aditya Birla Renewables Limited
Debentures | -3% ₹60 Cr 6,000 Aditya Birla Real Estate Limited
Debentures | -3% ₹55 Cr 5,500 3. ICICI Prudential Medium Term Bond Fund
ICICI Prudential Medium Term Bond Fund
Growth Launch Date 15 Sep 04 NAV (30 Sep 26) ₹48.5861 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹5,419 on 31 Aug 26 Category Debt - Medium term Bond AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderate Expense Ratio 1.37 Sharpe Ratio 0.84 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 8.29% Effective Maturity 5 Years 9 Months 29 Days Modified Duration 3 Years 11 Days Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,324 30 Sep 23 ₹11,040 30 Sep 24 ₹11,937 30 Sep 25 ₹12,981 Returns for ICICI Prudential Medium Term Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month 0.1% 3 Month 0.8% 6 Month 3.9% 1 Year 6.3% 3 Year 7.7% 5 Year 6.6% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 9% 2024 8% 2023 7% 2022 4.2% 2021 5.5% 2020 10.4% 2019 9.2% 2018 5.1% 2017 6.5% 2016 10.2% Fund Manager information for ICICI Prudential Medium Term Bond Fund
Name Since Tenure Manish Banthia 7 Nov 16 9.82 Yr. Akhil Kakkar 22 Jan 24 2.61 Yr. Data below for ICICI Prudential Medium Term Bond Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 1.26% Equity 9.36% Debt 89.02% Other 0.36% Debt Sector Allocation
Sector Value Corporate 65.71% Government 23.31% Cash Equivalent 1.26% Credit Quality
Rating Value AA 68.75% AAA 31.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | 5426024% ₹197 Cr 4,474,126
↓ -1,320 Adani Enterprises Limited
Debentures | -3% ₹175 Cr 17,500 Vedanta Aluminium Metal Limited
Debentures | -3% ₹171 Cr 17,000 6.9% Govt Stock 2065
Sovereign Bonds | -3% ₹170 Cr 18,979,000 Jtpm Metal TRaders Limited
Debentures | -3% ₹162 Cr 15,000 TATA Projects Limited
Debentures | -3% ₹150 Cr 15,000 Oberoi Realty Limited
Debentures | -3% ₹149 Cr 15,000 SIDDHIVINAYAK SECURITISATION TRUST
Unlisted bonds | -3% ₹149 Cr 150 7.34% Govt Stock 2064
Sovereign Bonds | -3% ₹141 Cr 14,822,500 Adani Power Limited
Debentures | -2% ₹125 Cr 12,500 4. SBI Magnum Medium Duration Fund
SBI Magnum Medium Duration Fund
Growth Launch Date 12 Nov 03 NAV (30 Sep 26) ₹54.87 ↑ 0.04 (0.07 %) Net Assets (Cr) ₹6,489 on 31 Aug 26 Category Debt - Medium term Bond AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderate Expense Ratio 1.22 Sharpe Ratio 0.54 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 8.22% Effective Maturity 4 Years 4 Months 2 Days Modified Duration 3 Years 11 Days Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,219 30 Sep 23 ₹10,986 30 Sep 24 ₹11,884 30 Sep 25 ₹12,759 Returns for SBI Magnum Medium Duration Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month 0% 3 Month 0.8% 6 Month 3.9% 1 Year 6% 3 Year 7.2% 5 Year 6.2% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.5% 2024 8.1% 2023 7.2% 2022 3.4% 2021 3.8% 2020 12.3% 2019 11.1% 2018 6.2% 2017 7.6% 2016 14% Fund Manager information for SBI Magnum Medium Duration Fund
Name Since Tenure Lokesh Mallya 1 Dec 23 2.75 Yr. Mohit Jain 30 Nov 17 8.76 Yr. Data below for SBI Magnum Medium Duration Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 8.4% Equity 6.47% Debt 84.79% Other 0.33% Debt Sector Allocation
Sector Value Corporate 62.69% Government 23.2% Cash Equivalent 7.3% Credit Quality
Rating Value A 9.96% AA 52.21% AAA 37.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.94% Govt Stock 2036
Sovereign Bonds | -7% ₹446 Cr 45,000,000 Godrej Properties Limited
Debentures | -5% ₹301 Cr 30,000 7.06% Govt Stock 2041
Sovereign Bonds | -5% ₹296 Cr 30,000,000
↑ 30,000,000 Jsw Jfe Kalinga Steel Limited
Debentures | -4% ₹280 Cr 27,000 Yes Bank Limited
Debentures | -3% ₹225 Cr 2,250 Aditya Birla Real Estate Limited
Debentures | -3% ₹221 Cr 22,000 Renew Solar Energy (Jharkhand Five) Private Limited
Debentures | -3% ₹218 Cr 24,000 Jtpm Metal TRaders Limited
Debentures | -3% ₹216 Cr 20,000 Renserv Global Private Limited
Debentures | -3% ₹205 Cr 20,500 Motilal Oswal Finvest Limited
Debentures | -3% ₹201 Cr 20,000 5. Axis Strategic Bond Fund
Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (30 Sep 26) ₹30.1162 ↑ 0.03 (0.08 %) Net Assets (Cr) ₹2,112 on 31 Aug 26 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.32 Sharpe Ratio 0.46 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 8.18% Effective Maturity 4 Years 8 Months 1 Day Modified Duration 3 Years 3 Months Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,302 30 Sep 23 ₹11,027 30 Sep 24 ₹12,003 30 Sep 25 ₹12,994 Returns for Axis Strategic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month 0.1% 3 Month 0.6% 6 Month 3.5% 1 Year 5.8% 3 Year 7.6% 5 Year 6.6% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 8.2% 2024 8.7% 2023 7.3% 2022 3.8% 2021 5.2% 2020 10.5% 2019 7.1% 2018 6.7% 2017 7.5% 2016 11.6% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Devang Shah 5 Nov 12 13.83 Yr. Sachin Jain 1 Feb 23 3.58 Yr. Akhil Thakker 1 Feb 23 3.58 Yr. Data below for Axis Strategic Bond Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 2.55% Equity 3.48% Debt 93.67% Other 0.3% Debt Sector Allocation
Sector Value Corporate 71.52% Government 22.15% Cash Equivalent 2.55% Credit Quality
Rating Value A 7.59% AA 55.74% AAA 36.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.94% Govt Stock 2036
Sovereign Bonds | -8% ₹176 Cr 17,750,000
↓ -5,500,000 Jubilant Beverages Limited
Debentures | -3% ₹73 Cr 6,500 GMR Hyderabad International Airport Ltd
Debentures | -3% ₹66 Cr 6,500 Tamilnadu State Development Loans
Sovereign Bonds | -3% ₹62 Cr 6,358,600 Jubilant Bevco Limited
Debentures | -3% ₹62 Cr 5,500 Vedanta Aluminium Metal Limited
Debentures | -3% ₹60 Cr 6,000 Adani Power Limited
Debentures | -3% ₹60 Cr 6,000 Delhi International Airport Limited
Debentures | -3% ₹56 Cr 5,500 Aditya Birla Digital Fashion Ventures Limited
Debentures | -3% ₹55 Cr 5,500 Hiranandani Financial Services Private Limited
Debentures | -2% ₹52 Cr 5,200 6. Aditya Birla Sun Life Medium Term Plan
Aditya Birla Sun Life Medium Term Plan
Growth Launch Date 25 Mar 09 NAV (30 Sep 26) ₹43.7653 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹3,319 on 31 Aug 26 Category Debt - Medium term Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.55 Sharpe Ratio 1.28 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 8.09% Effective Maturity 4 Years 4 Months 10 Days Modified Duration 2 Years 11 Months 12 Days Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹12,349 30 Sep 23 ₹13,234 30 Sep 24 ₹14,419 30 Sep 25 ₹16,212 Returns for Aditya Birla Sun Life Medium Term Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month 0.1% 3 Month 0.6% 6 Month 3.6% 1 Year 7.9% 3 Year 9.7% 5 Year 11.8% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.9% 2024 10.5% 2023 6.9% 2022 24.8% 2021 7.1% 2020 8.1% 2019 -4.4% 2018 5.6% 2017 7% 2016 10.9% Fund Manager information for Aditya Birla Sun Life Medium Term Plan
Name Since Tenure Sunaina Cunha 1 Sep 14 12.01 Yr. Mohit Sharma 6 Aug 20 6.07 Yr. Data below for Aditya Birla Sun Life Medium Term Plan as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 10.93% Equity 4.07% Debt 84.77% Other 0.23% Debt Sector Allocation
Sector Value Corporate 55.76% Government 29.01% Cash Equivalent 10.93% Credit Quality
Rating Value A 9.91% AA 40.96% AAA 49.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.94% Govt Stock 2036
Sovereign Bonds | -11% ₹366 Cr 37,000,000
↓ -6,000,000 Bajaj Housing Finance Limited
Debentures | -4% ₹125 Cr 12,500
↓ -2,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹124 Cr 12,500
↑ 12,500 National Bank For Agriculture And Rural Development
Debentures | -3% ₹113 Cr 11,500 Hinduja Leyland Finance Limited
Debentures | -3% ₹109 Cr 11,000 Cholamandalam Investment And Finance Company Limited
Debentures | -3% ₹103 Cr 10,500 Oxyzo Financial Services Limited
Debentures | -3% ₹89 Cr 9,000 GMR Airports Limited
Debentures | -3% ₹85 Cr 8,000 Jubilant Bevco Limited
Debentures | -2% ₹83 Cr 7,400 Jtpm Metal TRaders Limited
Debentures | -2% ₹83 Cr 7,673
ਬਾਂਡ ਫੰਡ ਟੈਕਸੇਸ਼ਨ
ਬਾਂਡ ਫੰਡਾਂ ਜਾਂ ਕਰਜ਼ਾ ਫੰਡਾਂ 'ਤੇ ਟੈਕਸ ਪ੍ਰਭਾਵ ਦੀ ਗਣਨਾ ਹੇਠ ਲਿਖੇ ਤਰੀਕੇ ਨਾਲ ਕੀਤੀ ਜਾਂਦੀ ਹੈ-
ਛੋਟੀ ਮਿਆਦ ਦੇ ਪੂੰਜੀ ਲਾਭ
ਜੇਕਰ ਕਿਸੇ ਕਰਜ਼ੇ ਦੇ ਨਿਵੇਸ਼ ਦੀ ਹੋਲਡਿੰਗ ਮਿਆਦ 36 ਮਹੀਨਿਆਂ ਤੋਂ ਘੱਟ ਹੈ, ਤਾਂ ਇਸਨੂੰ ਇੱਕ ਛੋਟੀ ਮਿਆਦ ਦੇ ਨਿਵੇਸ਼ ਵਜੋਂ ਸ਼੍ਰੇਣੀਬੱਧ ਕੀਤਾ ਜਾਂਦਾ ਹੈ ਅਤੇ ਇਹਨਾਂ 'ਤੇ ਵਿਅਕਤੀਗਤ ਟੈਕਸ ਸਲੈਬ ਦੇ ਅਨੁਸਾਰ ਟੈਕਸ ਲਗਾਇਆ ਜਾਂਦਾ ਹੈ।
ਲੰਬੀ ਮਿਆਦ ਦੇ ਪੂੰਜੀ ਲਾਭ
ਜੇ ਕਰਜ਼ੇ ਦੇ ਨਿਵੇਸ਼ ਦੀ ਹੋਲਡਿੰਗ ਮਿਆਦ 36 ਮਹੀਨਿਆਂ ਤੋਂ ਵੱਧ ਹੈ, ਤਾਂ ਇਸ ਨੂੰ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਵਜੋਂ ਸ਼੍ਰੇਣੀਬੱਧ ਕੀਤਾ ਜਾਂਦਾ ਹੈ ਅਤੇ ਸੂਚਕਾਂਕ ਲਾਭ ਦੇ ਨਾਲ 20% 'ਤੇ ਟੈਕਸ ਲਗਾਇਆ ਜਾਂਦਾ ਹੈ।
| ਪੂੰਜੀ ਲਾਭ | ਨਿਵੇਸ਼ ਹੋਲਡਿੰਗ ਲਾਭ | ਟੈਕਸੇਸ਼ਨ |
|---|---|---|
| ਛੋਟੀ ਮਿਆਦ ਦੇ ਪੂੰਜੀ ਲਾਭ | 36 ਮਹੀਨਿਆਂ ਤੋਂ ਘੱਟ | ਵਿਅਕਤੀ ਦੇ ਟੈਕਸ ਸਲੈਬ ਦੇ ਅਨੁਸਾਰ |
| ਲੰਬੀ ਮਿਆਦ ਦੇ ਪੂੰਜੀ ਲਾਭ | 36 ਮਹੀਨਿਆਂ ਤੋਂ ਵੱਧ | ਸੂਚਕਾਂਕ ਲਾਭਾਂ ਦੇ ਨਾਲ 20% |
ਬਾਂਡ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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Research Highlights for HDFC Medium Term Debt Fund