The Investment strategy involves investing in debt, money market and related instruments of various maturities on the basis of the expected interest rate scenarios over the short as well as medium term. The Plan shall follow an active duration management strategy by keeping a close watch on various domestic and global macro economic variables. It would take a tactical view on the interest rate outlook and accordingly change the allocation between gilt and other debt, money market instruments.
Further, the Plan may look for opportunities across the curve both on the gilt as well as the corporate bond markets in order to capture
spread movements. Such active strategy may result in higher portfolio turnover compared to other long-term debt funds.
Though every endeavor will be made to achieve the objectives of the Scheme, the AMC/Sponsors/Trustee do not guarantee that the investment objectives of the Scheme will be achieved. No guaranteed returns are being offered under the Scheme.