Invest in debt funds for the stability of the overall portfolio. But with so many available, how do you opt for the one best suited to your needs?
Watch this episode of Investors' Hangout to unlock the secrets to picking the best debt funds!
Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research www.valueresearchonline.com will answer all of them. Feel free to post your query on vro.in/askvr.
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Here are the key takeaways:
* Debt fund values move inversely with interest rates. Rising rates lead to falling bond prices and vice versa, potentially appreciating bond values during rate declines.
* Debt funds offer stability and shield investors from market volatility, which is crucial for balancing risk compared to equities.
* Debt funds provide flexibility and diversification, spreading risk across multiple entities. Taxes on capital gains are payable upon redemption, enhancing tax efficiency.
* If investing for less than six months, opt for liquid funds. Invest in short-term debt funds for a couple of years. Consider long-term gilt funds for slightly higher returns over a longer period.
* Prioritise capital preservation in debt investments, avoiding unnecessary risk-taking for reasonable returns.
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Chapters:
00:00 Introduction
00:30 What is the relation between debt funds and interest rates?
03:15 Who should invest in debt funds and why?
04:58 Why should one choose debt funds over fixed deposits?
06:35 How to select the most suitable debt fund?
08:34 Viewer's Question: What is the best valuation metric or group of metrics that a simple retail investor should see before investing?
12:28 Key Takeaways
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27 июл 2024
