Given the change of stance by Reserve Bank of India from accommodative to neutral, the yields have spike. As volatility is expected to persist for some time, it is better to invest in short term bond funds.
Medium to long term gilt funds have emerged as the biggest beneficiaries of the demonetisation drive in the mutual funds space, with the category delivering the highest average return of 15.58 percent in 2016
Falling interest rate has forced many investors to look beyond fixed deposits in search of better returns.
Debt funds are seen as a safer haven. However, if you know the investment objective of the fund, you can pick the right funds for your portfolio.
Currently liquidity risk, interest rate risk and credit risk associated with investing in fixed income products seem low to moderate. Ensure a balanced portfolio asset allocation.
A report released by Crisil shows that the country‘s mutual fund assets under management (AUM) closed at a new high of Rs 13.17 trillion in July.
Mutual funds posted 3.42% increase in retail folios in the quarter ended March 2015, following a 1.69% rise in the previous quarter: CRISIL
Investors should enter gilt funds at the current attractive yields, as there is a further scope for a fall of 50 basis points in key interest rates over next one year.
Gilt funds benefited from the fall in yields. Net asset values went up as bond prices appreciated. At the same time equity markets turned volatile due to fall in crude oil prices.
A recent action by RBI on the interest rates has caused havoc in the debt market. There are funds which has less impacted and some are more. From a layman investors view selecting a debt fund becomes a difficult due to lack of knowledge. Read this space to know how measure like Modified Duration can be of great help such situation.
Mutual Funds AUM rose to a new high up by 3.68% over previous quarter. Long term debt funds AUM cross the Rs 1 trillion mark for the first time.
Debt funds are largely overlooked by investors when it comes to investing in a fixed income space due to lack of knowledge. With better tax efficiency and various categories of schemes, this category makes an ideal choice for investors. Financial advisor Jitendra Solanki enlightens investors on how to analyze this segment of mutual funds.
The mutual fund industry's month-end assets under management rose over 5% month on month or Rs 429 bn to an all-time high of Rs 8.68 trillion in May
The mutual fund industry‘s month-end assets under management (AUM) rose by 18% or Rs 1.24 trillion to Rs 8.26 trillion in April 2013 from Rs 7.01 trillion in March as per the monthly numbers released by AMFI
We are all unique and want to leave our stamp of individuality on all things we do. But, surprisingly, this does not extend to our investment strategy. We somehow think that, what works for our friends/colleagues, would work for us too. That‘s a major mistake. Suresh Sadagopan discusses on why choosing right investment strategy is important.
As per CRISIL Research findings, UTI Mutual Fund topped the tally of CRISIL Fund Rank 1 followed by SBI Mutual Fund.
Gilt Funds are type of mutual funds that invests in different types of medium and long-term government securities. As this category of funds invest only in high quality corporate debt instruments, this makes an ideal investment option for risk averse investors, reckons Anil Rego.
Month-end AUM of equity funds declined by 7% led by mark to market losses in the underlying assets and marginal outflows.
With the RBI slashing Repo rates, there is renewed expectation that people will loosen their purse strings and invest. Be it extension of tax free bond, attractive FDs or FMPs, each product manufacturer is putting its best efforts to lure investors. Here are a few options you should consider in mind while falling for such attractive options.
The mutual fund industry's month-end assets under management (AUM) recovered most of their losses from September to gain by around 7% (Rs 480 bn) to Rs 7.68 trillion in October 2012.
Debt mutual funds are neglected by investors often due to lack of understanding of these products. However, this category of schemes provides ample opportunities to earn handsome returns in the fixed income space. Read this space to understand the various categories of debt mutual fund and know the benefits from investing in them.
Market-linked investments like Gilt Funds, Income Funds, NCDs etc share an inverse relationship with the interest rates. So a rise or cut of interest rates by RBI impacts their performance. Financial expert Shiv Kukreja enlightens on RBI monetary policy measures and its impact on fixed income investments.
Today choice is a problem - whether it is at the time of earning, spending, investing, or insuring. Likewise even while choosing a MF scheme; a plethora of choices often lures us to take inappropriate decisions. Financial expert Mehrab Irani tries to explain the cost price factor associated with a scheme to enable investor make prudent choice.
All the Equity Mutual Funds ended in red as markets were hit very badly by S&P downgrade warning. The debt funds too delivered tumbling performance ahead of important events today.
Equity funds closed in a negative terrain as marked end lower weighed down by weak Asian cues. Meanwhile debt funds delivered good performance.