HDFC LONG DURATION FUND
Best short duration mutual funds to invest in July 2024
According to the Sebi mandate, short duration funds can invest in debt instruments which have maturity between one and three years. That means these schemes are meant for short-term investments of up to three years or more.
Best medium to long duration funds to invest in July 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.
India’s big bond funds argue that long-term rates are going down
India's major bond fund managers foresee a prolonged decline in interest rates, driven by improved economic indicators and fiscal discipline. They are heavily investing in 30-year bonds, benefiting from increased foreign demand. Despite optimism, some experts remain cautious about the pace of rate cuts.
Are all the headwinds of regulatory and policy cleanup behind them? 5 insurance stocks with upside potential of up to 27%
Close to two decades back, private insurance companies started gaining prominence, there were two issues which got highlighted. First, the vast opportunity for insurance companies to tap into. Second, a voice of concern, about three things, capital, expertise and patience to run an insurance company. If one looks at the situation today, probably both have come true. There have been phases where headwinds took over the positive. Covid brought a lot of awareness about the need, but then also brought in a need for more capital. Then came changes in tax laws, which was another big blow. Given the fact that the overall size of the markets, a number of these problems will get resolved over a period of time. It is probably a sector which long term investors should have on their watchlist because the overall opportunity for the sector is very big.
Best medium duration mutual funds to invest in July 2024
As per Sebi mandate, medium duration funds must invest in debt and money market instruments with Macaulay duration of three to four years. As you can see, 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.
Explained: What is the difference between balanced advantage funds and aggressive hybrid funds?
Balanced Advantage Funds (BAFs) and Aggressive Hybrid Funds (AHFs) help diversify portfolios. BAFs dynamically allocate based on market conditions; AHFs invest up to 75% in equity and leverage arbitrage gains. JM Aggressive Hybrid Fund had a 54.21% return in a year; HDFC Balanced Advantage Fund, 40.87%. BAFs suit risk-tolerant investors; AHFs, conservative ones seeking moderate risk management.
- Go To Page 1
Tax sops for sovereign, pension funds extended by a year
The Central Board of Direct Taxes (CBDT) has extended tax exemption for sovereign wealth funds and pension funds in India until March 31, 2025. The exemption allows these funds to claim tax benefits on dividend income, interest income, and long-term capital gains from infrastructure investments made by these entities in India. The move was introduced in 2020 under Section 10 (23FE) under the Income Tax Act to encourage long-term investments in critical infrastructure projects.
HDFC Defence Fund to discontinue lumpsum, SIP investments from next week
From July 22, HDFC Mutual Fund will restrict lumpsum investments and systematic transactions in HDFC Defence Fund. Launched in June 2023, the Rs 1,000 crores fund offered strong returns.
14 equity mutual funds offer over 50% return in nine months. Have you invested in any?
Several equity mutual funds have shown impressive returns in the last nine months, with over 14 funds offering more than 50% return. Quant Value Fund topped the list with 63.81% return. Investors should carefully assess their risk appetite and investment goals before making decisions.
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
3 ELSS or tax-saving mutual fund turn Rs 1.5 lakh lumpsum investment into Rs 1 crore in 25 years
An analysis revealed that certain ELSS funds multiplied a Rs 1.5 lakh lumpsum investment to Rs 1 crore over 25 years. Investors can explore the details of these high-performing tax-saving schemes for potential wealth creation.
HDFC Mutual Fund launches HDFC NIFTY100 Low Volatility 30 Index Fund
Invest in the HDFC NIFTY100 Low Volatility 30 Index Fund to benefit from continuous sale and repurchase options. With a TER of up to 1.00%, this passively managed fund aims to track the NIFTY100 Low Volatility 30 Total Returns Index, providing investors a low-cost opportunity for wealth creation.
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.
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.
NPS investment: Why exit barrier is the biggest positive feature of the NPS, explains Sriram Iyer of HDFC Pension
Many individuals have concerns that their money will get stuck in the NPS till retirement. That’s not necessarily a bad thing because the money is at the right place. Investment returns can be enormous if held for the long term, Sriram Iyer tells ET Wealth.
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%.
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.
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.
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.
Kotak Mutual Fund launches long duration fund
The investment objective of the scheme is to generate income / capital appreciation through investments in debt and money market instruments.
Load More
