Arbitrage Funds – Behind the Returns

Honestly, this is a category which I have not completely understood for a long time. So for the last few weeks, I have been trying to research and improve my understanding of the category. This post is an attempt to share my perspectives on this category. Backdrop Arbitrage funds pre-tax returns historically has been very close … Continue reading Arbitrage Funds – Behind the Returns

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Figuring out a simple do-it-yourself framework for short term investing

(3 minute read)

Here’s why I don’t invest in credit funds

In our earlier post here we figured out that: In credit funds, the real issue is not about credit risk , it's about liquidity risk !! There are two fund management organizations - IDFC MF and Axis MF, who have also communicated their views on credit funds. Let's read them and see if we can get some additional perspectives. … Continue reading Here’s why I don’t invest in credit funds

Credit funds – Don’t count your returns before they hatch

If you have been following my debt fund related posts, you would have noticed that I generally tend to avoid credit risk in debt fund portfolios. In today's post we will explore the thought process that goes behind my decision to avoid credit risk. If you are new to the blog, you can go through … Continue reading Credit funds – Don’t count your returns before they hatch

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

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