According to the fund house, an investment of ₹10,000 made at inception has grown to ₹19,745 as of end-December 2025, reflecting the compounding effect of steady fixed-income returns over 10 years.
Over the past one year, the scheme delivered a return of 7.37%, which was higher than its benchmark performance for the same period.
Portfolio focus and strategy
The fund, managed by Suyash Choudhary and Gautam Kaul, primarily invests in high-rated corporate debt securities. The portfolio is actively managed in terms of maturity profile, allowing the managers to adjust duration based on interest rate trends while maintaining a focus on credit quality and capital preservation.
Market observers note that such funds typically benefit during periods of stable or declining interest rates, while also offering relatively lower volatility compared with equity-oriented schemes. Over the past decade, the fund has navigated multiple rate cycles, including periods of tightening and easing by the Reserve Bank of India.
Investor accessibility
The scheme allows small-ticket participation, with a minimum investment of ₹100 for systematic investment plans (SIPs) and ₹1,000 for lump-sum investments. This structure has helped widen retail participation in corporate bond investing.
Growing size, stable mandate
With AUM crossing ₹15,000 crore, the fund now ranks among the larger corporate bond schemes in the fixed-income category. Analysts say a larger corpus can provide better liquidity management, though it also requires careful deployment in a market where high-quality corporate debt supply can be limited at times.
