Articles tagged “Debt Mutual Fund”
26 articles.
2026 (26)
- Banking and PSU debt mutual fund
A banking and PSU debt mutual fund is a SEBI-categorised debt scheme that invests at least 80 per cent of its corpus in debt instruments issued by banks and …
- Long duration mutual fund
A long duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration greater than 7 years. Covers the SEBI category framework, the …
- Low duration mutual fund
A low duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 6-12 months. Covers the SEBI category framework, the role in …
- Medium duration mutual fund
A medium duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 3-4 years. Covers the SEBI category framework, the role in …
- Medium to long duration mutual fund
A medium to long duration mutual fund is a SEBI-categorised debt scheme that maintains a Macaulay duration of 4 to 7 years. Covers the SEBI category framework, …
- Money market mutual fund
A money market mutual fund is a SEBI-categorised debt scheme that invests in money-market instruments (CPs, CDs, T-Bills) with maturity up to one year. Covers …
- Side-pocketing framework for Indian debt mutual funds
Encyclopedic reference on the SEBI side-pocketing framework for Indian debt mutual funds: the December 2018 circular permitting segregated portfolios for …
- Corporate bond mutual fund
Encyclopedic reference on corporate bond mutual funds in India: SEBI definition (80% in AA+ and above rated bonds), credit quality screen, duration flexibility, …
- Credit risk mutual fund
Encyclopedic reference on credit risk mutual funds in India: SEBI definition (65% in below-AA rated bonds), accrual strategy, Franklin Templeton 2020 winding-up …
- CRISIL Composite Bond Fund Index
The CRISIL Composite Bond Fund Index is a benchmark for Indian composite or medium-to-long duration bond mutual funds, comprising a blend of government …
- CRISIL Liquid Fund Index
The CRISIL Liquid Fund Index is the standard benchmark for Indian liquid mutual fund schemes, representing a portfolio of money market instruments with residual …
- CRISIL Short-Term Bond Fund Index
The CRISIL Short-Term Bond Fund Index is the standard benchmark for Indian short-duration debt mutual fund schemes, representing a blended portfolio of …
- CRISIL Ultra Short-Term Bond Fund Index
The CRISIL Ultra Short-Term Bond Fund Index is the benchmark for Indian ultra short-duration debt mutual fund schemes, representing a portfolio of money market …
- Debt mutual fund indexation removal, Finance Act 2023
The Finance Act 2023 (for FY2023-24) removed the indexation benefit and concessional 20 percent long-term capital gains tax rate on debt mutual funds, taxing …
- Debt mutual fund vs bank fixed deposit (post-2023 tax regime)
A factual comparison of debt mutual funds and bank fixed deposits in India under the post-April 2023 tax regime, covering taxation, returns, liquidity, credit …
- Dynamic bond mutual fund
Encyclopedic reference on dynamic bond mutual funds in India: SEBI definition allowing any duration and credit mix, active management across yield curve, …
- Gilt mutual fund
Encyclopedic reference on gilt mutual funds in India: SEBI definition (80% in government securities across maturities), interest rate risk, RBI monetary policy …
- Indexation removal for debt MFs (Finance Act 2023)
Finance Act 2023 removed the 20%-with-indexation LTCG benefit for debt mutual funds acquired from 1 April 2023. All gains are now slab-rate short-term gains …
- Liquid fund vs savings account
A factual comparison of liquid mutual funds and bank savings accounts in India for short-term cash parking, covering returns, liquidity, insurance, taxation, …
- Liquid mutual fund
Encyclopedic reference on liquid mutual funds in India: SEBI definition (debt instruments maturing up to 91 days), graded exit load, instant redemption, …
- Overnight mutual fund
Encyclopedic reference on overnight mutual funds in India: SEBI definition (overnight maturity instruments only), near-zero credit and duration risk, TREPS and …
- SEBI swing pricing framework for debt mutual funds (India)
Encyclopedic reference on SEBI's swing pricing mechanism for Indian debt mutual funds: the anti-dilution framework, full and partial swing triggers, the phased …
- Segregated portfolio, Indian mutual funds
Encyclopedic reference on the segregated portfolio mechanism in Indian mutual funds: definition, creation process, NAV computation, investor rights, and the …
- Short-duration mutual fund
Encyclopedic reference on short-duration mutual funds in India: SEBI Macaulay duration 1 to 3 year rule, credit quality flexibility, return expectation, …
- Taxation of debt mutual funds (post-April 2023)
India's debt mutual fund tax regime changed fundamentally from 1 April 2023: indexation and the 20% LTCG rate were abolished; all gains are now taxed at slab …
- Ultra-short-duration mutual fund
Encyclopedic reference on ultra-short-duration mutual funds in India: SEBI Macaulay duration 3 to 6 months rule, comparison with liquid and low-duration funds, …