Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Monday, June 24, 2013

IIFL Dynamic Bond Fund

Invest In Tax Saving Mutual Funds Online

Call 0 94 8300 8300 (India)

 

 

IIFL Dynamic Bond Fund With the yields expected to harden, actively managed bond funds are a better bet among the available debt funds

IIFL Dynamic Bond Fund is an open ended income fund launched by India IIFL Mutual Fund. The new fund offer, which opened for subscription on June 6, closes on June 17.


INVESTMENT OBJECTIVE: The scheme aims to generate long-term gains by investing in a range of debt and money market instruments of various maturities.


ASSET ALLOCATION:
The fund will invest 100 per cent in debt papers of various maturities.


INVESTMENT STRATEGY: The focus will be on investment in high accrual short-term papers. Investments will also cover medium to long-term government securities and PSU bonds to bank on capital appreciation from falling interest rates.


PLANS & CHARGES: The scheme is available under regular plan and direct plan. The fund has three options available for investment -growth, dividend and bonus. There is no entry load, while an exit load of 0.50 per cent will be charged on exit before six months from the date of allotment. Annual recurring expenses levied could be as high as 2.75 per cent as per the scheme information document.

BENCHMARK: The performance will be benchmarked against Crisil Composite Bond Fund Index.

Being an actively managed fund, this product is appropriate for special situations like the one at present when a rally in yield in April and May is unlikely to continue further with expectations of RBI not indulging into further rate cut in next monetary policy review due to sharp depreciation in rupee in the first half of June. With the yields expected to harden, actively managed bond funds are a better bet among the debt funds available for investment. They can offer better returns than a regular income fund. However, there can be erratic returns among dynamic income funds compared with regular income funds. This is borned in an FC Research Bureau analysis of one-year returns based on June 13 net asset values of income funds from Capitaline NAV database.

Of 58 income funds, 23 funds whose names included any of the following words -dynamic, active, flexi, opportunities and strategic -were categorised as active income funds, while the rest, 35 funds, were considered as regular income funds. The average of one-year returns of dynamic bond funds was 12.1 per cent, higher than 11.9 per cent of regular income funds. But in terms of median of one-year returns, the regular category had a higher average, 12.3 per cent, compared with 12.0 per cent of dynamic category.

Happy Investing!!

We can help. Call 0 94 8300 8300 (India)

Leave your comment with mail ID and we will answer them

OR

You can write back to us at PrajnaCapital [at] Gmail [dot] Com

---------------------------------------------

Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

  1. ICICI Prudential Tax Plan Invest Online
  2. HDFC TaxSaver Invest Online
  3. DSP BlackRock Tax Saver Fund Invest Online
  4. Reliance Tax Saver (ELSS) Fund Invest Online
  5. Birla Sun Life Tax Relief '96 Invest Online
  6. IDFC Tax Advantage (ELSS) Fund Invest Online
  7. SBI Magnum Tax Gain Scheme 1993 Invest Online
  8. Sundaram Tax Saver Invest Online
  9. Edelweiss ELSS Invest Online

------------------

Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund
    2. Large and Midcap Funds Invest Online
      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
    1. Mid and SmallCap Funds Invest Online
      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
    1. Small and MicroCap Funds Invest Online
      1. DSP BlackRock MicroCap Fund
    1. Sector Funds Invest Online
      1. Reliance Banking Fund
      2. Reliance Banking Fund
    1. Tax Saver MutualFunds Invest Online
      1. ICICI Prudential Tax Plan
      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
    2. Gold Mutual Funds Invest Online
      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund

No comments:

Post a Comment

Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Popular Posts