Does the headline look surprising? It may, given the fact that liquid funds are supposedly the most stable among all mutual fund categories. However, given the negative returns in a…
Browsing CategoryContributed Articles
Disinvestment: CPSE ETF – Invest With Caution As Returns Are Low
While performance of CPSEs in general and the CPSE Index in particular has been poor, valuations are attractive now for long-term investments. The Central Public Sector Enterprises (CPSE) Exchange Traded…
Disinvestment: CPSE ETF – Invest With Caution As Returns Are Low
By Joydeep Sen The Central Public Sector Enterprises (CPSE) Exchange Traded Fund (ETF) was launched as a route for divestment of part of the government’s stake in certain CPSEs. The…
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…
Credit Risk: Defaults By High-Rated Issuers Show Avoiding Risk Is Not So Simple
Joydeep Sen In an earlier article, we had discussed the contours of credit risk funds, the risks and the mitigants. Today we discuss a related but slightly different concept: the…
Negative Returns From Liquid Funds? Here’s What You Should Do
By Joydeep Sen The USP of liquid funds is that these give stable returns even when the market is volatile. Individual investors use liquid funds for temporary parking of funds,…
Opinion | Tax Rules On Financial Assets And The Message From the Government
Tax exemptions or any beneficial tax treatment, in the context of investments, are not only about the exemptions but also carry a message from the government. The message is about…
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…
RBI Does Not Hike Interest Rates, But Stick To Shorter Maturity Bond Funds
Joydeep Sen The RBI Monetary Policy Committee (MPC) presented the fourth bi-monthly monetary policy statement for 2018-19 today. By now you are aware that policy rates have been maintained, that…
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…