Reliance Strategic Debt Fund Direct Plan
To generate income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.
Suitability
This product is suitable for investors who are seeking
• Income over medium term
• Investment predominantly in corporate bonds of various maturities and across ratings that would include all debt related securities issued by entities such as banks, public sector undertakings, municipal corporations, corporate bodies, companies etc.
Fund Info
Scheme Type
Open-ended
Scheme Category
Medium Duration
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 5967.33
Expense Ratio
0.73%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 236256
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Medium Duration |
| Benchmark Type | Crisil Composite Bond Index |
| Scheme AUM (in Crs.) | ₹ 5967.33 |
| Expense Ratio | 0.73% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 236256 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Yes Bank Ltd.
Bonds/NCD
6.62
Vodafone Mobile Services Ltd.
Debenture
6.26
Vedanta Ltd.
NCD
3.67
Nirma Ltd.
NCD
3.44
Tata Steel Ltd.
Debenture
2.90
Reliance Commercial Finance Ltd.
NCD
2.54
Uttar Pradesh Power Corporation Ltd
Bonds
2.54
Bank Of Baroda
Bonds
2.53
Vodafone Mobile Services Ltd.
Bonds/Deb
2.28
Durg Shivnath Expressways Pvt. Ltd.
Debenture
2.21
Asset Allocation(%)
Zero Coupon Bonds
7.80
Bonds/NCDs
7.05
Debenture
41.02
Bonds
18.82
Non Convertible Debenture
16.33
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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