Debt Mfs

Life insurers may gain from debt MFs being taxed at marginal rate

Experts say they may now be slightly better placed as customers looking for tax-free returns under Rs 5 lakh investment a year may now choose their guaranteed products

TMS Ep398: Bharat 6G Mission, earthquake, debt MFs, Wagner Group

What will it take to make Bharat 6G Mission a success? Is India ready for a major earthquake? Should you avoid debt MFs after the tax structure rejig? What is the Wagner Group? All answers here

Last-minute dash for debt mutual funds before tax advantage vanishes

Target maturity funds, longer-duration schemes see high demand

Fund houses ponder ways to cushion tax blow to debt mutual funds

New offerings, lowering costs, debt-plus arbitrage schemes among measures planned

Debt mutual funds log Rs 40K-crore inflow before tax tweak cut-off

Investors snap up popular medium- to longer-duration debt funds to lock in higher returns

Sebi paves way for Rs 33,000-crore 'backstop' for debt mutual funds

Sebi told reporters that chosen debt MFs will contribute 2 basis points of their assets under management towards the fund

HNIs & family offices may turn to AIFs after tax blow to debt MFs

Since debt MFs will now be on a par with AIFs on the taxation front, the returns on each will only be a function of yields

Life insurers may gain from debt MFs being taxed at marginal rate

Experts say they may now be slightly better placed as customers looking for tax-free returns under Rs 5 lakh investment a year may now choose their guaranteed products

Finance Bill 2023: Debt MF tax changes to hit fund houses; AMC stocks fall

Industry expects inflows shrinking in the medium to long-horizon debt funds

Arbitrage funds back in favour as market volatility boosts returns

Interest in low-risk equity products of mutual fund schemes see interest after extended period of outflows

Outflows in debt MFs continue, Rs 13,815-crore withdrawn in February

Mutual funds focussed on investing in fixed-income securities witnessed an outflow of Rs 13,815 crore in February, making it the third month of withdrawals in a row despite expectations that the rate hike cycle was nearing its end. In comparison, such funds saw an outflow of Rs 10,316 crore in January and Rs 21,947 crore in December. Prior to that, debt funds saw a net infusion of Rs 3,668 crore in November 2022, data from the Association of Mutual Funds in India (Amfi) showed. Of the 16 fixed-income or debt fund categories, nine witnessed net outflows during the month under review and the remaining six saw inflow. The heavy withdrawal was seen from liquid funds. Overall, debt funds continued to witness outflows at Rs 13,815 crore during the period under review. "With the central bank's focus on moderating inflation, the monetary policy has been tailored to ensure a disinflation process. Despite expectations around the February rate hike of 25 basis points likely being amongst the

Union Budget 2023-24: Advantage MFs after tax blow on MLDs, insurance

Investors may divert flows towards debt funds, say experts

You can't pick next yr's winner asset class, so build diversified portfolio

Give higher weight in your core portfolio to asset classes that offer greater stability

Debt MF schemes doing well in stress tests: RBI financial stability report

The central bank says stress tests show risks faced by debt schemes is within limits

Investors pull out big money from debt funds despite attractive yields

Fund managers and MF distributors expect net inflows to turn positive after completion of rate hike cycle

Debt MFs outflow continues; investors withdraw Rs 70,000-cr in Jun qtr

Investors continued to withdraw from mutual funds focused on investing in fixed-income securities for third consecutive quarter and pulled out over Rs 70,000 crore in April-June due to high inflation and an increasing rate cycle. "In the next (September) quarter, it is safe to assume that monetary conditions will be tighter in terms of lower amount system liquidity and higher regulatory rates, both of which should see further reduction in mutual fund debt corpuses," Sandeep Bagla, CEO Trust Mutual Fund, said. Interest rate will be the major factor to dictate flow in debt mutual funds in coming quarters. Once rates start stabilizing, inflows can be expected, Ankit Yadav, Wealth Manager (USA) & Director of Market Maestroo, said. The latest outflow has pulled down the asset managed by fund managers for debt fixed-income funds by 5 per cent to Rs 12.35 lakh crore at June-end from close to Rs 13 lakh crore at the end of March, data available with the Association of Mutual Funds in ...

Share of debt mutual funds in industry AUM wilts markedly, shows data

The share of debt MFs has been consistently sliding after the pandemic, with interest rates headed south and stock markets ascending

Ladder your fixed deposits to avoid the risk of reinvestment: Experts

Debt fund investors should keep the bulk of their investments in shorter-duration funds, 10-20% in longer-duration ones

Debt funds' exposure to banks' certificates of deposit doubles, shows data

Several funds reduce average maturity for schemes in anticipation of interest rates rising.

Debt MFs see Rs 1.2 trn outflow in Q4 as withdrawals continue: Report

Mutual funds focused on investing in fixed-income securities saw an outflow of Rs 1.2 crore in the March 2022 quarter on massive withdrawal from segments, said a report by Morningstar India