Debt fund returns are muted for now, but as and when the interest rates stabilise, you will get better returns, driven by portfolio accruals. Hold on for now. In our…
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Your Money: Debt Mutual Funds More Tax Efficient Than Bonds
Mutual funds are more tax efficient over a holding period of three years, by virtue of indexation. The salient aspect of taxation of bonds is that the coupon or interest…
How To Select Passive Funds For Clients?
Don’t get confuse by tracking error of ETFs as it is calculated on its NAV and not on the actual price at which investors buy and sell ETF units. MFDs/RIAs…
End-To-End Solution In Online Compliance And Finance Training For Your Company – TrainingCentral Solutions
TrainingCentral is the leading finance-industry focused learning organisation Our Solutions View All Contact Us Visit Website Download E-Brochure We would welcome an opportunity to present our offerings. Please reply to…
Don’t Shuffle Your Portfolio Amid Global Volatility
SYNOPSISStick to your original asset allocation till there’s some clarity on geo-politics. There is a war going on between Russia and Ukraine. There is another war going on, which is…
Are Passive Mutual Funds Less Volatile Than Active Funds?
SYNOPSISSome investors perceive passive funds as relatively less volatile than active ones. However, this may not be true. Assets managed by passive funds saw significant growth recently. Some investors perceive…
Your Money: Investment Goal Is Key, Not Inflation
The difference between CPI and WPI based inflation is not only about the point of measurement, consumer or wholesale, but the measurement baskets are drastically different. Today inflation is high…
Amid Inflation Threat And RBI’s Rate Increase, Markets Are Positive
The benchmark 10-year government security yield eased after the RBI’s announcements and the stock market indices turned green. Inflation is a concern globally, including in India. Though it is more…
Your Money: Rate Hikes? Invest As Per Risk Appetite
Instead of reacting to every rate hike, continue your investments according to your financial goals. Today we all know that the Reserve Bank of India (RBI) is increasing interest rates….
Fixed-Income Investments Becoming Attractive Again
Returns from debt mutual funds have been muted for some time, but in the process, the accrual level has been moving up, which makes it relatively that much attractive. There…
How To Measure Risk In Debt Funds
In our previous issue, we discussed the various types of risks in debt funds. This time, we will discuss the Sebi-mandated methods for communication of the risk level in a…