3 Best Medium to Long Duration Debt Funds for 2025

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  • Опубліковано 5 лют 2025
  • #MediumToLongDurationFunds, #BestMediumToLongDurationFunds, #TopMediumToLongDurationFunds, #TopPerformingMediumToLongDurationFunds, #TaxationofDebtFunds
    The CPI inflation data for October 2024 has inched up to 6.21% (a 14-month high) from 5.49% in the previous month, surpassing the RBI’s target range of 2-6%.
    Given the real risks to the inflation trajectory, CPI inflation is likely to remain elevated. It looks unlikely that the RBI will cut the policy interest rates in a hurry.
    That said, it appears that we are almost near the peak of the current interest rate upcycle.
    At the current juncture, it would be an opportune time to invest in some of the best Medium-to-Long Duration Funds.
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    This video is for information purposes only.
    *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
    *Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
    *This video is for information purposes only and is not meant to influence your investment decisions. It should not be treated as a mutual fund recommendation or advice to make an investment decision.
    *Registration granted by SEBI, Membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

КОМЕНТАРІ • 5

  • @arghyapathak2497
    @arghyapathak2497 18 днів тому

    Sir could you kindly suggest any gilt fund right now

  • @PIXEL00000
    @PIXEL00000 21 день тому

    Isnt Parag Parigh Conservative hybrid better than these

    • @PFNonline
      @PFNonline  14 днів тому

      Parag Parikh Conservative Hybrid Fund is debt-oriented hybrid fund, not a multi asset allocation fund.
      It has the mandate to invest 75% to 90% of its assets in debt & money market securities, 10% to 25% in equities, and up to 10% in REIT & InVITs.
      Currently, as per its portfolio as of Dec 2024, the Scheme is having 77.2% exposure to debt & money market, 13.0% in domestic equities, 7.2% in REITs & InVITs, 0.8% in other securities, and the rest is in cash & cash equivalents.
      So, it cannot be compared with any of the schemes in the Multi Asset Allocation Fund category, which dynamically shifts between asset classes depending on their outlook.

    • @PIXEL00000
      @PIXEL00000 14 днів тому

      ​@@PFNonline I know, but u weren't comparing Multi-Asset, You were comparing Debt funds

    • @PFNonline
      @PFNonline  14 днів тому

      The comparison done is of Multi Asset Allocation Funds, as per the regulator's definition.
      Some of the schemes in our article, are currently having higher allocation to debt-oriented securities but that does not make them comparable to Conservative Hybrid Funds. This because Multi Asset Asset Allocation have a dynamic asset allocation mandate. In other words they have flexibility to move to other asset classes. On the other hand, Conservative Hybrid Funds are at all times expected to skew their portfolio to debt & money market securities.