A strategy that combines

ACCRUAL AND DURATION DEBT STRATEGIES

Introduction

Through Long Term Dynamic Strategy, we aim to identify mispriced opportunities which aid alpha generation.
This is achieved by investing in instruments having adequate liquidity and limited risk.

Investment Philosophy

Details

A combination of accrual, duration, credit strategies are employed depending on the prevailing market conditions

Details

Investments are made in instruments having adequate liquidity and limited risk

Details

High coupon bonds generate attractive carry income & act as a yield kicker

Details

Tactical duration exposure could significantly improve portfolio alpha

Details

This strategy could potentially deliver tax & expense adjusted returns of ~6.75%

Key Attributes

Tick Image No exit loads unlike most debt mutual fund schemes
Tick Image Offers flexibility to take concentrated positions in high conviction ideas
Tick Image Investors can create customized portfolios, as opposed to blind pool investing in the case of mutual funds

Performance Comparison (Annualized)

As on 31st May 2021

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Factsheet

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