Instruments | Indicative allocation (% of total assets)# | |
Minimum | Maximum | |
Money market instruments | 0 | 75 |
Debt instruments including government securities, corporate debt, securitized debt* and other debt instruments | 25 | 100 |
•The Scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising debt and money market instruments such that the Macaulay duration of the portfolio is between 1 year – 3 years. However, there can be no assurance that the investment objective of the scheme will be achieved.
• The scheme proposes to invest in a diversified portfolio of high quality debt and money market securities to generate stable risk adjusted returns with a low risk strategy.
• The Indian debt market is in a phase of rapid transformation with liquidity and investment opportunities arising in various debt segments along with the introduction of new instruments.
•The fund manager will try to allocate assets of the scheme between various fixed income securities with the objective of achieving optimal risk adjusted returns.
• The overall portfolio construction will seek to play out the shape of the yield curve of different issuer classes. At the current juncture it would invest in short duration segment to benefit from “high carry” and lower volatility.
• The Scheme would aim to benefit from the softening in yields in foreseeable future as monetary easing (of rates and liquidity) takes place.
• The investment team of the AMC will carry out rigorous in depth credit evaluation of the money market and debt instruments proposed to be invested in.
Dear Investors,
In order to mitigate the inconvenience to the taxpayers, as per Notification No.17/2022 dated March 29, 2022, a window of opportunity has been provided to the taxpayers up to March 31, 2023 to intimate their Aadhaar to the prescribed Authority for Aadhaar-PAN linking without facing repercussions.
Provided that, the taxpayers will be required to pay the following fee(s):
● Rs.500 up to three months from April 1, 2022;
● Rs.1000 post June 30, 2022.
However, till March 31, 2023 the PAN of the assessees who have not intimated their Aadhaar, will continue to be functional for the procedures under the Act, like furnishing of return of income, processing of refunds etc. After March 31, 2023, the PAN of taxpayers who fail to intimate their Aadhaar, as required, shall become inoperative and all the consequences under the Act for not furnishing, intimating or quoting the PAN shall apply to such taxpayers
Ways to link your Aadhaar with PAN:
● To link your Aadhaar with PAN you may visit the website: www.incometax.gov.in and click on “Link Aadhaar” under the “Quick Links” Tab. or
● You may Click here to directly access the page.
To check the status of linking of your Aadhaar with PAN please, Click here