Sentences with phrase «debt mutual funds held»

This is applicable on debt mutual funds held for a period of 36 months or less i.e. anything less than 3 years.

This is applicable on debt mutual funds held for a period of 36 months or more i.e. anything more than 3 years.

Not exact matches

Oppenheimer, the large mutual fund company, also owned some of the bonds issued by Remington, but said it sold its debt holdings last year.

MINT is a low - cost, actively - managed fund that seeks higher current income than the average money market mutual fund by holding a hodgepodge of high - quality and ultra-short term USD - denominated debt issued by domestic or foreign issuers.

In recent years, about two - thirds of nonfinancial credit market debt has been held by nonbanks, which includes market - based funding by securitization vehicles and mutual funds as well as by institutions such as insurance companies and finance companies.

The types of debt securities held by money market mutual funds are required by federal regulation to be very short in maturity and high in credit quality.

Hence, for the debt mutual funds, declining bond prices of underlying holdings have been impacting the return that is a function of changing bond price.

Any mutual fund that holds less than 65 % equity in its portfolio will be considered under debt category.

Debt mutual funds / Gold funds / Fixed Maturity Plans (all non-equity funds) should be held for 36 months to get tax free returns.

They hold potential to offer much higher returns but are unpredictable and hence equity mutual funds are riskiest when compared to SCSS & Debt funds.

Can the profits made in debt mutual fund sold in Jan 2015 after holding for less than 3 years be adjusted against carried forward long and short term capital losses

Fidelity Investments, which is a major manager of money market mutual funds, has gradually been selling off its holdings of U.S. government debt in recent weeks.

If a non-financial assets and some Financial assets like Debt Mutual Funds, Gold ETFs etc., are held for less than 36 month, investor will make either Short Term Capital Gain (or) Short Term Capital Loss on that investment.

«The equity holdings of leading fund houses show no exposure to Amtek Auto and it is very strange to see that if fund houses are not comfortable with investing in the equity of the company, how can they go ahead with exposure to its debt paper,» said Prasunjit Mukherjee founder of Plexus Management Services, a mutual fund research and advisory company.

Mutual Funds in which core holdings are fixed income investments are known as debt fFunds in which core holdings are fixed income investments are known as debt fundsfunds.

Most experts urge investors to consider real estate crowdfunding to be a long - term investment, since real estate holdings and debt are not as liquid as stocks, bonds or mutual funds.