Arbitrage funds can replace money market funds but not liquid funds. Arbitrage funds are often compared with liquid funds to park short term money. In fact, many MFDs recommend arbitrage…
Posts TaggedMutual Funds
Your Money: Need A Debt-Linked Savings Scheme Now
The popularity of ELSS shows the combination of tax benefit and decent performance works well. When we discuss categories of mutual funds, we discuss parameters of performance, quantum of funds…
Generating Tax Efficiencies In Your MF Investments
SYNOPSISExecute your investments within your risk appetite, and try to generate higher returns. Investment decisions should be based on its fundamental aspects and suitability. Having said that, for an investment…
Credit Risk MFs: Is The Worst Over?
The storm of defaults in debt funds that happened—since the collapse of IL&FS in September 2018 till the Yes Bank additional tier 1 perpetual bonds write-off in March 2020—was the…
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…
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…
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…
Do You Know About These Alternate Investment Options? Check Them Out
Joydeep Sen When we talk of diversification of investments, the discussion centres around equity and debt. The reason is, the alternate investments are still alternate, i.e., not yet mainstream. The…
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…
Benchmarking Portfolio Is All About Perspective
Performance of a mutual fund scheme or PMS portfolio is assessed with reference to a benchmark. There are various benchmarks available; the designated benchmark is the one with nearest correspondence…