SLIDE 10
Focuses on returns and regular income by investing predominantly in AA and below rated corporate debt (excluding AA+ rated corporate bonds).
Invest a minimum of 65% into a diversified portfolio of debt securities, with as rating of AA and below ( excluding AA+ rated bonds)
While credit risk of such instruments is higher, the disciplined strategy for credit research gives an additional edge to the overall debt portfolio.
Lower rated securities have higher interest accruals
The scheme is ideal for an investment horizon of
10
$ Dedicated Fund Manager for Overseas Investments : Rakesh Vyas For further details on investment strategy, asset allocation and scheme facts refer Scheme Information Document/ Key Information Memorandum. In view of the individual circumstances and risk profile, each investor is advised to consult his / her professional advisor before making a decision to invest.
HDFC Credit Risk Debt Fund (Erstwhile HDFC Corporate Debt Opportunities Fund after merger of
HDFC Regular Savings Fund therein)
Key Facts
Type of Scheme An open ended debt scheme predominantly investing in AA and below rated corporate bonds (excluding AA+ rated corporate bonds). Category of Scheme Credit Risk Fund Investment Objective To generate income / capital appreciation by investing predominantly in AA and below rated corporate debt. There is no assurance that the investment objective of the Scheme will be realized. Fund Manager$ Shobhit Mehrotra
Exit Load
- In respect of each purchase / switch-in of
Units, 15% of the units (“the limit”) may be redeemed without any exit load from the date of allotment.
- Any redemption in excess of the limit shall
be subject to the following exit load: -Exit load of 1.00% is payable if Units are redeemed / switched-out within 12 months from the date of allotment / 0.50% if Units are redeemed/switched-out within 18 month , from the date of allotment of
- units. No Exit Load after 18 months from
the date of allotment.
Benchmark CRISIL Short Term Bond Fund Index
