It is preferable to invest through regulated vehicles so that a risk is out of your way There is lots of literature on risk in investments. Here, we will simplify…
Posts TaggedInvestment Banking
Opinion | The Yes Bank Bond Write-Down Highlights The Broader Issue Of Mis-selling
A lot of dust has been raised about the write-down of additional tier 1 (AT1) perpetual bonds of Yes Bank—about its technicalities, its fairness, et al. The loss is a…
The Concept Of Side-Pocketing, how It Matters
The concept of side-pocketing, in the context of mutual funds, has become relevant after the default by IL&FS and certain mutual funds giving negative returns. The negative returns have occurred because a…
How To Track Your Mutual Fund Expense Ratio In The Wake Of New Sebi Decision
Any customer will be bothered about the expenses she is being charged for a product. In the mutual fund industry, the issue of expenses has come to the fore once…
Debt Fund Risk: Best Solutions Are The Simplest
The types of risk in fixed income funds are many: interest rate/volatility risk, credit risk, counterparty risk, concentration risk, liquidity risk, etc. But the two major risks, going by the…
Wait! Don’t Sell Your Debt Mutual Fund Investments. You Might Get Better Returns Next Year
Joydeep Sen For some time now, returns from bond funds have been muted, particularly long duration funds. On top of it, due to incidents of the recent past, there are…
Why Balanced Advantage Mutual Funds Baffle Investors
Even after Sebi’s mutual fund categorisation norms have been implemented, some pockets of “interpretation” by asset management companies (AMCs) remain. Sebi’s objective of uniformity in parameters has largely been achieved, but there…
Mutual Funds: Are arbitrage funds a substitute for debt funds?
Over the last year or so, returns from debt funds have been muted, particularly long portfolio maturity funds, as market movement has not been favourable. One positive fallout of this…
Investments You Should Hold Till Their Maturity
Certain investments like bonds and closed-end debt mutual funds come with a maturity date. You would say, that’s normal. However, there are ways of taking advantage of it, if you…
How To Take Advantage Of Rising Short Term Interest Rates
Joydeep Sen Yield levels of short maturity debt instruments, also known as money market instruments, have moved up i.e. prices have come down. Liquidity in the banking system is not as…
G-Secs: Fixed Income Investment For Very Long-Term – Reliance Nivesh Lakshya Fund
When your investment horizon is very long, say 20 or 30 years, there is a case for higher allocation to equity. That apart, fixed income allocation also may be for…
How Does Debt Fund’s Maturity Roll-Down Help Manage Market Risk
Joydeep Sen When we say passive fund management, we normally refer to index funds, which mimic a given index such as Nifty or Sensex. However, the index itself can be…