The winding up of Franklin Templeton’s debt schemes has proved how credit risk and liquidity risk can be a lethal combination. While the funds’ closures are an extreme event, this may be a good opportunity for you to take a relook at your portfolio – without panic, that is.
Franklin fallout: Risks in debt funds from other AMCs Read More »
While you can still seek solace in small savings schemes, at this juncture select pockets of debt funds also offer opportunities for those with a minimum 2-3-year time frame. We have therefore crafted a portfolio of 3 funds for you to optimally take exposure to quality credit and gain from a rate fall.
Prime Strategy: 3 funds to beat the low-interest rate regime Read More »
Several mutual funds that held Yes Bank’s perpetual bonds had to mark a loss, and this is a loss that can’t be recovered, as things stand. In this scenario, we’ve had many questions over the quantum of fund exposure to AT1 bonds. So here are the numbers.
Prime Data Crunch: Mutual fund holdings in bank perpetual bonds Read More »
Our article on the debt market outlook for 2020 outlined the following key trends in interest rates that are likely to play out in 2020. So how should debt investors in India position their portfolios to tackle these trends?
Prime Strategy for Debt market 2020 Read More »
The Indian debt market threw up multiple money-making opportunities for investors in 2019. 2020 though, is likely to prove far more challenging. Interest rates are likely to halt their steady slide over the last five years to display more volatility this year. The compensation for taking on credit risks is likely to shrink
Prime outlook for debt market 2020: No more easy pickings Read More »
For those of you who did not follow us 2 months ago – we not only gave a timely caution but also gave exit strategies based on the exposure that you had to funds that held the Vodafone paper. Now, in the current scenario, if you are still holding the funds that had exposure, what should your strategy be?
Vodafone’s impact on your debt funds – What now? Read More »
After a dramatic comeback, gilt and dynamic bond funds swiftly lost the peak return they made post July 2019. Credit risk funds drew a blank with defaults hurting NAVs like never before. Liquid funds showed high stability but reduced returns due to rate cuts. Last week we wrote about the performance of equity funds in
How did debt funds perform in 2019? Read More »
The last two years of turmoil in the debt fund space may have left you wondering what returns to expect from debt funds. Will debt funds beat FD? Or would their returns hover somewhere around their yield (yield to maturity) as promised by some? Are double-digit returns possible in debt? Use this analysis to set more realistic expectations from debt funds instead of a vague 8% or 9% return you may have in mind.
What returns should you expect from your debt funds? Read More »
Owning bonds, unless you are well-diversified, has become a super risky proposition since September 2018. Credit risk and drying up of liquidity have proved to be lethal combinations to manage for investors. Now the debt ETF space may receive some life with the soon-to-be launched defined maturity PSU Debt ETF.
The emergence of a new class of ETF in debt Read More »
Recent developments in the telecom space holds the risk of pushing Vodafone’s debt instruments to junk/default status and a consequent erosion to NAVs of funds that hold the instrument. We tell you what funds are affected, and we recommend an exit on funds that have a significant holding in the instrument and suggest alternatives.
Vodafone’s impact on your debt funds: Here’s what you should do Read More »
Cost inflation index benefit makes the post-tax return of debt funds far superior to fixed deposits. Please note that debt fund taxation has undergone a change. Indexation benefit will not be available for investments made from April 1, 2023 onwards. You can read about this in our article, ‘Tax changes in mutual funds: How to
Indexation in debt funds – pay little or no tax Read More »
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