Page 2 - Duration Fund News Today

Looking to invest in debt mutual funds? Choose from the top five funds: DSP Credit Risk Direct Plan(G), Invesco India Credit Risk Fund(G)-Direct Plan, DSP Strategic Bond Fund(G)-Direct Plan, SBI Long Duration Fund(G)-Direct Plan, and HDFC Long Duration Debt Fund(G)-Direct Plan.

The new scheme is designed for investors who are seeking low volatility in their portfolio and exposure to multiple asset classes -- equity, debt and gold -- with better returns.

"We expect the RBI to cut rates by 75 basis points from the latter part of the year 2024. Effectively, while the RBI rate cut could be 75 basis points, the 10-year yields could potentially fall by 100 basis points, from the current level of 7.2% to 6.2%," ICICI Securities analyst Sachin Jain said.

The asset under management of the short duration fund category as on December 31, 2023 was at Rs 1 lakh crore. The asset under management of the short duration fund category has grown by 11% in 2023, from Rs 90,304.91 crore in January to Rs 1 lakh crore in December.

Right investment needs carefully crafted asset mix of various investment assets including equity, debt, gold and real estate, so that it not only delivers superior returns but also does it in a least risky way. Coming out of global turmoil during last 3 years, investors would be hoping for a better year. We tell you how the year 2024 will be for different asset classes and how can you make it work for you.

As on : Jun 01, 2024

The RBI is anticipated to uphold the current policy stance for the next five to six months. This brings positive news for investors in debt funds, as they stand to gain from potential increases in Net Asset Values (NAVs) over the long term.

Total assets under management (AUM) of open-ended funds at the end of September stood at Rs 46.58 lakh crore against Rs 46.63 lakh crore in the prior month.

"Anything from six months to three years onwards would be categorised as short-term goals. So, anything that you need money for in the next six months or one year or two years or three years would be your short-term goals. Now, typically these goals could be like a single goal that you might have or it could be part of a bigger goal."

Investing for short term: Here is a look at five short-term investment options in terms of tenure, returns, liquidity, and taxation.