Page 2 - Debt Mfs

Planning a holiday? Tips on saving up for travel in a post-Covid world

Get a fix on your budget first; Then check the investment avenues that will help you cope with inflation and currency fluctuations between now and the day you eventually fly out

Ahead of Budget, Amfi calls for tax parity between debt securities, MFs

At present, units of debt-oriented MFs have a minimum holding period of 36 months to qualify as long-term capital assets

Debt MFs see Rs 84,202-cr outflow in Q4 on redemption from liquid funds

Debt mutual funds witnessed an outflow of Rs 84,202 crore in three months ended March 2021, with liquid schemes contributing 56 per cent of the withdrawal, according to a Morningstar report. This was the only quarter in 2020-21 that saw outflow in the fixed-income or debt category. The outflow comes following an inflow of Rs 1.69 lakh crore in December quarter, Rs 35,522 crore in September quarter and Rs 1.09 lakh crore in June quarter. According to the report, fixed-income category had faced a challenging atmosphere since the downgrade to IL&FS back in 2018. A spate of downgrades to other entities following the IL&FS crisis left some of the fixed-income funds in a serious liquidity crunch as redemptions in certain categories explode, it added. "Given the uncertainty in the economy caused by COVID-19, investors are again moving toward risk-averse assets in the fixed-income segment during volatile times, as they tend to provide better protection to their capital relative to ...

Debt MFs confident of surfing Covid-19 2nd wave despite corporate defaults

Industry players say shift to high-quality paper will help them tide the turmoil

Sebi frowns at MF industry's incorrect yield depiction of debt schemes

Excluding cash portion while calculating the yield of a debt scheme can jack up overall fields of a scheme.

Debt MF returns may remain subdued on RBI's accommodative stance

Money managers say investors to look at medium-duration bonds

Overall exposure of debt mutual funds to NBFCs below 10%: CARE Ratings

The amount held fell to Rs 0.72 trillion, compared with Rs 1.26 trillion in September 2018

Wealthy PF investors may opt for debt funds as Budget changes tax rule

Budget proposes that interest on the PF contributions (employee contribution) above Rs 2.5 lakh per annum be taxable with from April 1, 2021

SC to Franklin Templeton: Get investors' consent for winding up schemes

Franklin Templeton MF closed six debt mutual fund schemes on April 23, citing redemption pressure and lack of liquidity in the bond market.

Debt MFs see Rs 1.1 trn inflow in Oct on robust investment in liquid funds

Gilt funds came back under investors' radar in October after witnessing net outflow for two consecutive months

Debt MFs log outflow for 2nd consecutive month on liquid funds withdrawal

Debt-oriented mutual fund schemes witnessed a net outflow of over Rs 51,900 crore in September, making it the second consecutive monthly withdrawal, largely on the back of a massive pullout from liquid category. Morningstar India Associate Director - Manager Research Himanshu Srivastava said investors are focusing on fixed income categories having relatively shorter duration profile, such as low duration and short duration funds, given the current interest rate scenario. In addition, they are preferring funds with pristine credit quality, especially from banking & PSU category, he said. According to the Association of Mutual Funds in India (Amfi), mutual funds (MFs) that invest in fixed-income securities or debt funds saw an outflow of Rs 51,962 crore last month as compared to Rs 3,907 crore in August. Prior to that, debt funds had seen an inflow of Rs 91,392 crore in July, Rs 2,862 crore in June, Rs 63,665 crore inMay and Rs 43,431 crore in April. "With September being the ...

Debt MFs log outflow in Aug on withdrawal from overnight, liquid funds

Liquid schemes recorded a net outflow of Rs 15,814 crore and overnight fund saw a net withdrawal of Rs 10,298 crore

Debt MFs see multi-fold surge in July; investors focus on short-term funds

According to the data, mutual funds (MFs) that invest in fixed-income securities saw an inflow of 91,392 crore in July, as compared to Rs 2,862 crore inflow in June

Debt MFs inflow at Rs 1.1 trn in June qtr, liquid schemes account for 80%

The positive inflow pushed the asset base of debt mutual funds to Rs 11.63 trillion at June-end from Rs 11.5 trillion at the end of March, according to data with Association of Mutual Funds on India

Redeemed your MF investment? Here's what you pay to the taxman

A redemption of mutual fund investments gives rise to capital gain or loss, which are taxed as capital gains. A loss, however, can be set-off against other taxable gains from other asset classes

Franklin fiasco: Gilt funds emerge as star in troubled debt MF pack

One-year return for fund category is 17 per cent

Moratorium-linked uncertainty puts debt mutual funds in jeopardy

According to Sebi data, MFs had Rs 1.38 trillion debt exposure to NBFCs, of which Rs 51,014 crore was in less than 90-day debt papers, as of March 31, 2020

RBI measures to improve returns of debt MF schemes, help liquid schemes

Yields to soften, liquidity steps to help liquid funds meet redemption pressures

Debt MFs eye big gains from Fed rate cut, see bond yields easing further

Yield on 10-year G-Sec slips to over three-year low of 6.23%

Tipping point: Debt MF plans gave impressive returns to investors

While investors in direct plans have benefited more due to lower expense ratios, even regular schemes have given returns in excess of 10 per cent in the past year