Making sense of Short Term Debt Mutual Funds

This is the 5th post in the debt mutual fund investing series. You can find all the earlier posts here: Part 1 - A primer for investing in debt mutual funds (Link) Part 2 - 8 factor framework for analyzing any debt mutual fund (Link) Part 3 - The ultimate guide to liquid funds (Link ) Part … Continue reading Making sense of Short Term Debt Mutual Funds

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Investing Chitra Katha – Understanding the impact of modified duration on debt fund returns

Hi everyone. This is a new series I am attempting, where the idea is to simplify investing topics in the form of pictures. In case, you want the detailed explanation on the topic you can always refer to our older post here If you like this and would like to see similar simplified posts or have … Continue reading Investing Chitra Katha – Understanding the impact of modified duration on debt fund returns

Here’s a quick way to select Ultra Short Term Funds

In our last post, we figured out the basics of liquids funds and how to select an appropriate liquid fund (Link). Today let us move on to our next category - Ultra Short Term Funds. Ultra Short Term Funds: Ultra Short Term Funds (UST) are very similar to Liquid Funds in terms of their conservative … Continue reading Here’s a quick way to select Ultra Short Term Funds

The Ultimate Guide to Liquid funds

This is the 3rd post in the debt mutual fund investing series. If you have the time, it would be great if you could go through the earlier posts in this series - Part 1 - A primer for investing in debt mutual funds (Link 1) Part 2 - 8 factor framework for analyzing any debt … Continue reading The Ultimate Guide to Liquid funds

8 factor framework for analysing any debt mutual fund

Just in case you are new to this blog (which most probably you will be :)), you can read the first part of this series here Link Debt Fund Returns = Interest from underlying debt securities + Price changes in the market value of underlying debt securities (based on interest rate changes) or in other words.. … Continue reading 8 factor framework for analysing any debt mutual fund