MEDIUM TO LONG DURATION FUNDS
Small cap funds and Gilt Fund with 10-year constant duration offer maximum returns over 10-year period: ICRA Analytics
In the debt mutual fund category, long-duration funds gave maximum returns over an investment horizon of 1 month, 3 months, 6 months and 1 year. Credit risk funds gave maximum returns over an investment horizon of 3 years. Corporate Bond Fund and Gilt Fund with 10-year Constant Duration gave maximum returns over an investment horizon of 5-years and 10-years respectively
Small cap mutual funds deliver highest return in 5 and 10 years. What should investors do?
Small cap funds have shown impressive returns over the last five and ten years, with potential for high volatility. Investment experts recommend caution and a long-term horizon for aggressive investors. Learn more about the risk and reward profile of small cap schemes.
How to deploy Rs 2 crore inheritance to meet child education expenses & retirement goals
If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts.
How to build a multi-asset portfolio using ETFs
A carefully determined asset allocation can be used to construct a portfolio across asset classes and rebalance the portfolio from time to time. Exchange traded funds (ETF) can come in handy for this purpose.
BlackRock stays bullish on Indian bonds after narrow Modi win
Neeraj Seth, chief investment officer at BlackRock, predicts that India's fiscal consolidation under Modi's leadership will continue. Cooling inflation may lead the Reserve Bank of India to ease later this year, supporting the preference for longer duration bonds like the seven and 10 year ones.
Franklin Templeton Mutual Fund and Nippon India Mutual Fund file drafts for new funds
Franklin Templeton Mutual Fund and Nippon India Mutual Fund have filed draft documents with Sebi for three debt funds and two index funds.
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Bonds vs stocks: What is the best asset allocation for mutual fund investors post poll results?
Mutual fund investors are advised on asset allocation in the third term of the Modi-led government. Recommendations cover exposure to different assets for conservative, moderate, and aggressive investors, considering factors like risk appetite and investment horizon.
Indian IT sees deal tenures shrinking in rich neighbourhoods
At least two companies – HCLTech and Birlasoft – have gone on record to say that from the usual 10-12 year deals earlier, long-term arrangements are now ending in four years. Earlier, the tenures ranged between 10-12 years.
Best short duration mutual funds to invest in May 2024
There is no change in the list. All recommended schemes have performed well. Follow our monthly updates to keep track of the performance of your schemes.
LIC Mutual Fund changes name of five schemes
LIC Mutual Fund has announced the name change of its five schemes which include debt and equity schemes.
Best medium to long duration funds to invest in May 2024
There are no changes in the list this month. All the schemes fared well. Please follow our monthly updates to keep track of your investments.
Best medium duration mutual funds to invest in May 2024
There are no changes in the recommendation list this month. If you are investing in these schemes, you can relax and continue with your investments. Follow our monthly updates regularly.
SBI hikes FD interest rates but still less than what these 313 debt mutual funds have offered
SBI raises fixed deposit rates by up to 75 basis points, effective May 15, yet falls short compared to over 300 debt mutual funds offering higher annualized returns of 6.47% to 11.60%.
WhiteOak Capital Mutual Fund launches special opportunities fund
WhiteOak Capital Mutual Fund has announced the launch of WhiteOak Capital Special Opportunities Fund. The fund is an open-ended equity scheme that will be following a special situations theme.
Best medium duration mutual funds to invest in April 2024
Most mutual fund investors stick to liquid funds, ultra short term funds, short term funds, banking & PSU funds, corporate funds, etc. to take care of their short-term needs. Most of them might know about gilt funds. Even though they may not invest in them.
Best short duration mutual funds to invest in April 2024
These schemes invest in both short term bonds and very short term instruments. They invest in treasury bills, commercial papers, certificates of deposits and so on to take care of their liquidity needs. They also invest in corporate bonds, government securities, etc.
Best medium to long duration funds to invest in April 2024
According to Sebi norms, medium to long term funds have a mandate to invest in debt and money market instruments in such a way that the Macaulay's duration of the portfolio is four to seven years.
Which debt mutual fund categories received highest inflows or outflows in FY24? Here is break up
In FY24, debt mutual funds witnessed a total outflow of Rs 23,097.48 crore with the highest seen at Rs 1.98 lakh crore in March. In FY23, the funds saw a total outflow of Rs 1.83 lakh crore.
Want to invest in long duration debt mutual funds? 5 things to know
The average maturity of long-duration debt funds is more than 36 months. Text: Centre for Investment Education and Learning
It may be time to park some equity gains in gilts, before the rates fall
As valuations in the mid-cap and small-cap spaces are rich, with short odds on a retreat in the coming months, investors would be better off buying into long-duration debt on expectations of a start to the rate easing cycle, now expected toward the latter half of FY25.
5 debt mutual funds that gave over 10% returns in FY24
There were around 309 debt mutual funds in the market. Out of these, only five schemes gave more than 10% in FY24, according to data from ACE MF.
17 mutual fund NFOs launched in March; 6 FMPs offered
Around 17 mutual fund NFOs were launched in March, according to data pulled out from ACE MF. Out of these 17 NFOs, one scheme is still under its NFO period. The NFO of PGIM India Retirement Fund, a solution oriented fund, will close on April 9.
RBI Policy: What pause means to mutual fund investors
Higher interest rates are considered bad for mutual fund investors, especially debt fund investors. Bond yields and prices have an inverse relationship, which means when the interest rate or bond yields go up, the net asset value of debt funds goes down
6 out of 17 March NFOs were fixed maturity plans; why are MF houses betting on FMPs?
March witnessed the launch of 17 new mutual fund offers, with a focus on Fixed Maturity Plans. Apart from FMPs, ETFs, index funds, gilt fund, and long duration fund were introduced, catering to various investor preferences.
Best medium to long duration funds to invest in March 2024
There are no changes in the list this month. All the schemes fared well. Please follow our monthly updates to keep track of your investments.
Long-duration debt mutual funds beat Nifty YTD. Here’s how they performed
For investors with a longer view and higher risk appetite, long-duration debt mutual funds offer the potential for bigger gains.
These 11 debt mutual funds offered double-digit returns in February. Take a look
These 11 debt mutual funds were from different categories. Four long-duration, three dynamic bonds, a credit risk, medium to long duration, short duration, and ultra short duration funds are featured on the list, according to ACE MF data.
Best medium duration mutual funds to invest in February 2024
These schemes are suitable for investors looking to invest for three to four years or more. However, you should check the portfolio duration of the scheme to ensure that the scheme is in line with your investment horizon.
Best medium to long duration funds to invest in February 2024
According to Sebi norms, medium to long term funds have a mandate to invest in debt and money market instruments in such a way that the Macaulay's duration of the portfolio is four to seven years. Since these schemes invest in long-term debt instruments, they are considered risky.
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