Articles tagged “Debt Fund”
15 articles.
2026 (15)
- How to interpret mutual fund yield-to-maturity (YTM)
Step-by-step guide to interpreting yield-to-maturity (YTM) for a debt mutual fund. Covers gross YTM, net YTM after expense, the difference from coupon yield, …
- How to plan mutual funds for a short-term goal (1-3 years)
Step-by-step playbook for selecting and managing mutual funds for short-term goals (1-3 years). Covers debt-heavy allocation, fund category selection, and …
- How to select a debt mutual fund
Step-by-step playbook for selecting a debt mutual fund. Covers SEBI's 16 debt sub-categories, credit profile, duration, yield-to-maturity, expense ratio, and …
- How to set up your first debt fund investment (India)
Step-by-step procedure for setting up your first debt mutual fund investment in India. Covers debt sub-categories, the post-Finance Act 2023 tax treatment, and …
- How to use mutual funds as a fixed deposit alternative
Step-by-step playbook for replacing fixed deposits with debt mutual funds. Covers category selection, tax-efficiency math, and the lock-in vs liquidity …
- Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Mutual Fund (ABSL MF) is a large Indian AMC sponsored by the Aditya Birla Group and Sun Life Financial of Canada, managing Rs 3.5+ lakh …
- Credit quality bucketisation in debt mutual funds
Credit quality bucketisation is the distribution of a debt mutual fund's portfolio across rating categories, AAA, AA, A, BBB, and below, that determines the …
- Franklin Templeton India Mutual Fund
Franklin Templeton India Mutual Fund is the Indian arm of the US-based Franklin Templeton Investments, active since 1996 and notable for its 2020 debt fund …
- ICICI Prudential Mutual Fund
ICICI Prudential Mutual Fund is one of India's largest AMCs, jointly sponsored by ICICI Bank and Prudential plc, managing over Rs 7 lakh crore in AUM.
- Illiquid asset workout in mutual funds
Reference on the management and recovery of illiquid or defaulted assets in Indian mutual funds: SEBI restrictions on illiquid securities, workout mechanisms, …
- Macaulay duration in debt mutual funds
Macaulay duration is the weighted average time to receive all cash flows from a bond, measured in years, where the weights are the present values of each cash …
- Mark-to-market (MTM) for debt holdings in mutual funds
Reference on mark-to-market valuation of debt instruments in Indian mutual funds: methodology, SEBI mandate, impact on NAV, duration sensitivity, and comparison …
- Modified duration in debt mutual funds
Modified duration measures the price sensitivity of a bond or a debt mutual fund's portfolio to a 1 percentage point change in interest rates. A higher modified …
- Side-pocketed scheme in debt mutual funds
Reference on side-pocketing in Indian debt mutual funds: mechanics of segregated portfolio creation, SEBI framework, NAV bifurcation, investor implications, …
- Yield to maturity for debt mutual funds
Yield to maturity (YTM) of a debt mutual fund is the weighted average yield of all bonds in the portfolio, representing the expected pre-expense annualised …