Non – Perpetual Bonds | ||||||||||
Name of Bond | YTC / YTM | Face Value | Interest Rate | Maturity Date | Call / Put Date | Int. Pymt Date(s) | Frequency | Clean Price | Credit Rating | ISIN |
6.94% NHAI 2037 | 6.63% | Rs.10 Lacs | 6.94% | 27 Nov 2037 | - | Nov 27th | Annual | Rs 103.06 | CRISIL AAA, ICRA AAA, CARE AAA | INE906B07IG5 |
7.20% PFC 2035 | 6.61% | Rs.10 Lacs | 7.20% | 10 Aug 2035 | - | Aug 10th | Annual | Rs 105.34 | CRISIL AAA, ICRA AAA, CARE AAA | INE134E08LA3 |
6.85% IRFC 2040 | 6.60% | Rs.10 Lacs | 6.85% | 29 Oct 2040 | - | Oct 15th | Annual | Rs 102.65 | CRISIL AAA, ICRA AAA, CARE AAA | INE053F07CS5 |
7.50% REC 2030 | 6.53% | Rs.10 Lacs | 7.50% | 28 Feb 2030 | - | Feb 28th | Annual | Rs 106.49 | CRISIL AAA, ICRA AAA, CARE AAA | INE020B08CP7 |
Name of Bond | YTM | Face Value | Interest Rate | Maturity Date | Int. Pymt Date(s) | Frequency | Clean Price | Credit Rating | ISIN |
8.66% IIFCL 2034 | 4.24% | Rs.1000 | 8.66% | 22 Jan 2034 | Jan 22nd | Annual | Rs.143.54 | CRISIL AAA, ICRA AAA, CARE AAA | INE787H07347 |
8.67% PFC 2033 | 4.22% | Rs.1000 | 8.67% | 16 Nov 2033 | Nov 16th | Annual | Rs.143.35 | CRISIL AAA, ICRA AAA, CARE AAA | INE134E07455 |
8.76% NHB 2034 | 4.19% | Rs.5000 | 8.76% | 13 Jan 2034 | Jan 13th | Annual | Rs.145.12 | CRISIL AAA, ICRA AAA, CARE AAA | INE557F07108 |
Objective of Investment | To save tax on capital gains arising from sale of assets like land, property etc. Investment to be done with 6 months of sale |
Issuer (s) | NHAI | REC Ltd | PFC Capital Gain | Indian Railway Finance Corporation Limited (IRFC) |
Interest Rate | 5.00% p.a. taxable (w.e.f. August 1st, 2020) |
Frequency of payment | Annual |
Tenure | 5 years |
Min. Investment Amount | Rs.10,000 for NHAI & REC; Rs.20,000 for PFC and IRFC |
Max. Investment Amount | Rs.50 Lacs |
TDS | No TDS on interest payable to Resident Investors |
Credit Rating | AAA by CRISIL, CARE, ICRA & IRRPL |
Open / Close Dates | Issue open; Closes on March 31st, 2021 |
Delivery of Bonds | Client's demat a/c if application is being processed by NJ PSC. Client needs to mention his demat details on the application form. |
Name of Bond | Sovereign Gold Bond Scheme 2021-22 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Issuer | Reserve Bank of India on behalf of the Government of India (GOI) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Type Of Instrument | GOI Stock under GS Act, 2006. SGBs will be denominated in grams of gold. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Face Value / Issue Price (Rs.) / bond | Price of Bonds shall be fixed in INR on basis of simple average of closing price of gold of 999 purity published by the India Bullion & Jewelers Association Ltd. for the last three working days of week preceding the subscription period. The issue price of the Gold Bonds will be Rs.50 per gram less for those who subscribe online and pay through digital mode. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Minimum Application | Minimum permissible investment will be 1 unit (i.e. 1 gram of gold) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Maximun Application | The maximum amount subscribed by an entity will not be more than 4,000 grams per person per fiscal year (April-March). A self-declaration to this effect will be obtained. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Denomination | 1 gram | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Tenure of the SGB | 8 years with exit option from 5th year to be exercised on the interest payment dates | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Interest Rate | 2.50% p.a. payable semi-annually | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Frequency of Interest payment | Semi – annual | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Listing / Trading | Bonds will be listed & tradable on exchanges/NDS-OM from a date to be notified by RBI | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Mode of Issue | Public Issue | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Mode of Issuance | In Dematerialized Form only | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Issuance Calendar |
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Redemption Amount | The redemption price shall be fixed in INR based on previous 3 working days simple average of closing price of gold of 999 purity published by IBJA. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Collateral | SGBs can be used as collateral for loans. The loan-to-value (LTV) ratio is to be set equal to ordinary gold loans as mandated by the Reserve Bank from time to time | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Tax Treatment | The interest on Gold Bonds shall be taxable as per the provision of Income Tax Act, 1961 (43 of 1961). The capital gains tax arising on redemption of SGB to an individual has been exempted. The indexation benefits will be provided to long term capital gains arising to any person on transfer of bond(s). | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Eligible Investors | Resident indian entities including Individuals, HUFs, Trusts, Universities and charitable institutions. SGBs are NOT open to NRIs. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Purchase / Investment | Investment can be done through NJ E-Wealth a/c only Link: E-Wealth A/c >> Public Offer >> Equity IPO | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Payment Mode | Netbanking & Auto Debit only |
Name of Bond | Floating Rate Savings Bonds 2020 (Taxable) |
Issuer | Reserve Bank of India on behalf of the Government of India |
Face Value / Issue Price (Rs.) / bond | Rs 1,000 |
Minimum Application | Rs.1,000 and in multiples of Rs.1,000 |
Maximum Application | No maximum limit |
Tenure | 7 years |
Interest Calculation | Interest is linked/pegged with the prevailing National Savings Certificate (NSC) rate with a spread of (+) 35 bps over the prevailing NSC rate. First Interest payment is 7.15% (NSC Rate: 6.80% + 0.35% = 7.15%) |
Interest Rate | 7.15% payable on January 1st, 2021 for first coupon period i.e. July 1st – December 31, 2020. |
Frequency of Interest payment | Half yearly - January 1st & July 1st |
Listing / Trading | Bonds are not transferable. No exit option available in the secondary market. |
Mode of Issue | On tap |
Mode of Issuance | Bond Ledger Account with RBI |
Tax Treatment | Interest is taxable. Tax will be deducted as per prevailing rules of the Income Tax Act, 1961 |
KYC Documentation | 1. Photocopy of PAN Card of all holders (self certified) 3. Address Proof (self certified) 2. Cancelled cheque copy of the 1st holder (self certified) |
Eligible Investors | Resident Indian Individuals (incl. Minors) & HUFs only |
Cheque in the name of | HDFC Bank RBI Floating Rate Saving Bond 2020 (Taxable)” |
Office Phone : 02792-220579
02792-232579
Mobile No. : (+91) 9429501579
Kapad Bazar, Nr Tower,
B/H Old Vegetable Market,
Amreli. (365601) Gujarat