BUSINESS
Debt funds: Should you try duration strategy or opt for predictable returns?
Constant duration and target maturity mutual funds can benefit investors across market scenarios.
BUSINESS
Debt mutual funds 2.0: Life after removal of long-term indexation benefit
Debt fund managers can no longer sell their funds based on the superior tax advantage they enjoyed over bank fixed deposits. That is history. Now, the focus will be on returns and performance. This bodes well for debt fund investors.
BUSINESS
Debt funds: Why the recent yield-curve inversion brings an opportunity for investors
Short-maturity debt mutual funds present an attractive opportunity in the near term as the yield to maturity of short-term funds are among the highest in debt fund categories.
BUSINESS
Budget 2023: Easy reforms to bring more household money into capital markets
Financialisation of household savings can be speeded up in this Budget by rationalising capital gains tax, giving more tax sops to mutual funds, and incentivising distribution.
TRENDS
Size doesn’t matter, long-term performance of the MF is what counts
Investing or exiting based on short-term performance, seen during bull and bear phases, is best avoided. Also consider the portfolio, as the outperformance may be due to investments in risky bets.
BUSINESS
Debt mutual funds go conservative and wait in ambush
This gives them the leeway to increase risk in the portfolio if an opportunity arises. For investors, however, it is important to look at the reported PRCs to gauge the maximum risk within debt funds and map it to their risk-return profiles.
BUSINESS
Are non-ESG funds better than ESG funds at their game?
CRISIL ran ESG filters across 354 schemes across 16 categories. Some categories did well, others did not. Some funds did better on the E and S, but did poorly on the G parameter.
