Why debt mutual funds fell last week along with equity funds
Here is why debt mutual funds also have negative returns last week (9-13 March 2020) along with equity mutual funds
Continue reading →This is the archive of all our articles related to debt mutual funds
Here is why debt mutual funds also have negative returns last week (9-13 March 2020) along with equity mutual funds
Continue reading →This is a review of ICICI Pru Money Market Fund, its portfolio duration and credit style history and a guide on when and how to use it
Continue reading →A discussion on what affected investors should do after the Vodafone Idea bond downgrade. Affected mutual funds have started side-pocketing their exposure.
Continue reading →A simple explanation of what is a ‘side-pocket’ in mutual funds, when it is created, how is it useful to investors. An easy-to-understand FAQ
Continue reading →Franklin AMC marked down Vodafone Idea bonds in their debt funds by 100% SEBI is said to be probing this action. Did Franklin do the right thing? Or should it have waited for the bond to default? A look at both sides of the argument.
Continue reading →Here is why investors should not use mutual fund star ratings for selecting debt funds. When all risks are not factored in, the result would be misleading and expensive!
Continue reading →NAV of several Franklin Debt fund including, Franklin Ultra Short Bond Fund is down by 4-5%. This is possible due to a write-down of Vodafone Idea bonds A look at what investors should do now.
Continue reading →Bharat Bond ETF opens for subscription between 12-20th Dec 2019. Is this the answer to credit risk problems in debt mutual funds? Is it worth buying? Are there better alternatives?
Continue reading →Debt mutual fund categories are explained in simple language. Retail investors can use them to understand when to use which category. This is part three of a three-part series by SEBI RIA Swapnil Kendhe
Continue reading →Whether you hold equity-oriented mutual funds or debt-oriented mutual funds, here are three key mutual fund terms all retail investors should know. This is part two of a three-part series by SEBI RIA Swapnil Kendhe
Continue reading →Debt mutual funds need not be hard-to-understand products. Here are the basics that every retail investor should know before investing or avoiding debt mutual funds! This is part one of a three-part series.
Continue reading →The Ratings Downgrade of Vodafone Idea NCDS once again exposes problems in debt and hybrid mutual funds. What investors can do to handle such credit events
Continue reading →Are Banking & PSU Debt Funds a safe alternative for investors who wish to get higher returns than liquid funds and overnight funds? With so many credit defaults events in the debt mutual fund space, this a natural question to ask. Let us find out. The first step is to ask, “what is a safe…
Continue reading →On June 27th 2019, the SEBI board approved several proposals to manage risk and liquidity in liquid mutual funds. Over a period of time, it will lower risk and therefore returns in this space. Here is a simple explanation of what these rules mean to the investor. The proposals were made by the Mutual Fund…
Continue reading →After the series of credit problems in debt mutual funds, many investors would like to know more about buying bonds directly instead of debt mutual funds. To do this, knowledge of basics and familiarity with bond terminology is essential. Therefore I have requested an expert to discuss the basics of how to go about buying…
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