Sundaram Fixed Income Rated Short Term Strategy (F.I.R.S.T.)

Objective

To provide periodic income distributions, while maintaining a focus on capital preservation allowing investors to participate in a risk-adjusted return portfolio.

Target Investors

‘Sundaram F.I.R.S.T’ Portfolio is recommended for investors seeking to hold a debt portfolio with low to moderate risk appetite expecting a moderate return over a long-term horizon.

CAGR (Since Inception)

NA

Inception

May 2024

Investment Horizon

3 years

Benchmark

CRISIL Composite Bond Fund Index

Fund Details

  • Invests in fixed income rated bonds between AAA and BBB, with reasonable liquidity.
  • The plan emphasizes constructing a well-rated portfolio across various maturities, high-grade credit and well-capitalized issuers, with the goal of optimizing risk-adjusted returns.
  • The fund will invest primarily in listed debt securities. Temporary investments in G-Secs / Liquid funds will be made only to manage liquidity and as a treasury plan.

Strategy Type

  • Conservative
  • Moderate
  • Aggressive

Performance Chart

Regulatory Documents

Direct On-boarding of clients: The client has an option for direct on-boarding without intermediation of persons engaged in distribution services. In this mode, client will be charged management fees and portfolio operating expenses. No other charges will be levied.

Disclaimer: Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. All views / opinions are general guidance and does not constitute a professional advice. Past performance of the portfolio manager does not indicate its future performance. Performance related information provided herein is not verified by SEBI. For detailed risk factors, please refer to the PMS disclosure document.

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Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.