Sentences with phrase «dynamic bond funds»

Dynamic bond funds — These are actively managed funds that invest in all debt category securities.

For instance, if you are thinking about investing in dynamic bond funds, believing that your capital would be intact like fixed deposits, then this is not true.

Dynamic bond funds are a category that always react to interest rate movements or rate changes and can be subject to short - term falls.

As per research, most of the Debt Mutual Fund Managers of categories like Monthly Income Plan (MIP), Income Funds, Gilt Funds, Dynamic Bond Funds etc. who charge high Expense Ratio are not able to generate enough Alpha or extra return by active management to compensate for the higher expense ratio charged by the fund.

In bond funds, there are several categories right from Liquid Funds (as a surrogate to money lying in your savings account) to Short Term Bond Funds (which try to balance interest rate risk and yield) to Long term / Dynamic Bond Funds (which essentially try to deliver returns by taking on interest rate risk).

There is one more strategy which is adopted by Dynamic bond funds.

Dynamic Bond Funds: These funds can invest across instruments of different time horizon.

UTI Dynamic Bond Fund (5L)

Rs. 2000 in HDFC Balanced Fund as of now for 3 years Rs. 50000 lumpsum in ICICI Prudential dynamic bond fund — for 1 year Rs. 50000 lumpsum in SBI magnum Gilt fund — for 1 year Term plan of 1 CR from ICICI pru 50000 FD for 1 year around 3 lakhs in emergency fund (bank account)

The question was about a choice between a GILT fund and a Dynamic Bond Fund with an investment period of 3 to 5 years.

Dear Sir, It is a dynamic bond fund, advisable to hold for medium to long - term.

Dear Siddharth, You may consider — HDFC Short Term Fund & Birla Sunlife Dynamic Bond Fund.

Dear Kajal, If you are totally dependent on this income then you can invest in a Dynamic bond fund (Growth) and then create SWP — Systematic Withdrawal Plan (periodic) from this fund.

as a result, dynamic bond fund, income fund, gilt fund etc. all debt funds became negative.

Dear Siddharth, Given a choice now, Personally I may not invest in so many Debt funds, instead I will pick one Short - term debt fund, one Dynamic bond fund and one MIP fund.

BSL MIP 2 Wealth 25 Fund Growth BSL Short Term Opportunity Fund Growth BSL Dynamic Bond Fund Growth BSL Treasury Optimizer Fund Growth

Birla Sun Life Dynamic Bond Fund SBI corporate bond

Dear PRADEEPKUMAR, You may consider investing in a balanced fund + an aggressive MIP fund + Dynamic Bond fund.

Long term Debt Fund: HDFC High Interest fund dynamic plan (G): Rs 1000 SIP per Month Reliance Dynamic bond fund growth plan (G): Rs 1000 SIP Per month

ICICI prudential long term debt fund is Dynamic bond fund..

Fund name Amount invested / % allocation / mode 1 Birla Sun Life Frontline Equity Fund 24000 / 6.37 % / SIP 2 Franklin India Prima Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused Midcap 30 Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced Fund 30000 / 7.96 % / Onetime 10 Franklin Build India Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income Fund - Institutional Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond Fund Direct Plan — Growth 35000 / 9.28 % / Onetime

Though the performance of this fund compared to its peers is on lower side, one needs to hold a dynamic bond fund for at least medium term say 3 — 5 years to expect decent returns.

IDFC Super Saver Income Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund Growth Direct Plan — 500 ICICI Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold Fund Growth Direct Plan — 500

Can i hold in the same fund or move to Dynamic bond fund.

I wanted to check with you on Birla Sunlife Dynamic Bond Fund.

Birla Sun Life Midcap Fund Growth Direct Plan — 2000 ICICI Prudential Value Discovery Fund Growth Direct Plan — 1500 Mirae Asset India Opportunities Fund Growth Direct Plan — 2000 DSP Black Rock Opportunities Fund Growth Direct Plan — 2500 SBI Blue Chip Fund Growth Direct Plan — 2000 IDFC Super Saver Income Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund Growth Direct Plan — 500 ICICI Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold Fund Growth Direct Plan — 500 Motilal Oswal MOSt Focused Multicap 35 Fund Growth Direct Plan — 1500 Franklin India Smaller Companies Fund Growth Direct Plan — 1500

Dear subbiah, You can invest some amount in your existing Dynamic bond fund.

Else, may be Dynamic bond fund can be considered.

1.5 lakhs lump sum each in Birla sun life Dynamice bond fund and Tata Dynamic Bond Fund — both under direct and growth scheme

Investment - 1) PPF (Retirement)-- 12500 per month from last 3 years (Maturity in 2029) 2) Sukannya Samruddhi Yojana (Girl Education)-- 12500 per month from last 1.5 year (Maturity in 2037) 3) LICs — 65000 per annum from last 6 years (Maturity in 2031) 4) Below Mutual Funds (I am looking for atleast 5 years investment)-- a) HDFC Short Term Opportunities Fund (G)-- 6000 per month from 1 year b) Birla SL Dynamic Bond Fund - Ret (G)-- 6000 per month from 1 year c) Tata Balanced Fund (G)-- 8000 per month from last 1 year

A dynamic bond fund tries to anticipate interest rate movements and manages its investments accordingly.

As of Sep 25, 2017, IDFC Dynamic Bond Fund has produced a return of 9.79 percent per annum in the last 7 - year period.

IDFC Dynamic Bond Fund was launched on Dec 01, 2008.

Presented below is a comprehensive review of IDFC Dynamic Bond Fund.

The funds are Classic Opportunities Fund, Frontline Equity Fund, Dynamic Bond Fund, Dynamic Gilt Fund and Money Market Fund

Under the second Age Based Strategy, there are three risk profiles of Aggressive, Moderate and Conservative and as chosen, the funds are invested in two funds namely Classic Opportunities Fund and Dynamic Bond Fund in a ratio depending on the age of the policyholder.

Under the first strategy called the Self - Managed Strategy, the policyholder has the choice to invest his premiums in any of the available seven funds namely Classic Opportunities Fund, Frontline Equity Fund, Balanced Fund, Dynamic Bond Fund, and Money Market Fund

Premiums paid net of charges can be invested in a choice of seven funds namely Classic Opportunities Fund, Frontline Equity Fund, Balanced Fund, Dynamic Bond Fund, Dynamic Floating Rate Fund, Dynamic Gilt Fund and Money Market Fund

Depending on one's risk appetite — aggressive, moderate or conservative, funds are allocated between Classic Opportunities Fund and Dynamic Bond Fund.

The investment is made in a wide choice of funds such as frontline equity fund, dynamic floor fund, dynamic bond fund and so forth.

Rs. 2000 in HDFC Balanced Fund as of now for 3 years Rs. 50000 lumpsum in ICICI Prudential dynamic bond fund — for 1 year Rs. 50000 lumpsum in SBI magnum Gilt fund — for 1 year Term plan of 1 CR from ICICI pru 50000 FD for 1 year around 3 lakhs in emergency fund (bank account)

Classic Opportunities Fund: An aggressive fund, which invests primarily in equities Frontline Equity Fund: Another aggressive fund, which parks 60 % -100 % of the money in equities and 0 - 40 % in debt & money market Balanced Fund: A moderate fund, which aims to maintain a balance by investing in equities as well as debts Dynamic Bond Fund: A conservative fund, which offers high fixed returns Dynamic Floating Rate Fund: A conservative fund, which invests in floating rate debt instruments Dynamic Gilt Fund: Conservative in nature, this fund only invests in Government Securities Money Market Fund: A secure fund, which parks all the investments in the money market

UTI Dynamic Bond Fund (5L)

It is 1.35 % p.a for Classic Opportunities Fund & Frontline Equity Fund, 1.20 % p.a for Dynamic Bond Fund, 1 % p.a for Dynamic Gilt Fund, 0.60 % p.a for Money Market Fund, 0.50 % p.a for Discontinued Policy Fund.

It is 1.35 % p.a for Classic Opportunities Fund, Frontline Equity Fund & Balanced Fund, 1.20 % p.a for Dynamic Bond Fund & Dynamic Floating Rate Fund, 1 % p.a for Dynamic Gilt Fund, 0.60 % p.a for Money Market Fund, 0.50 % p.a for Discontinued Policy Fund.

Under this strategy, allocation is done between Classic Opportunities Fund and Dynamic Bond Fund.

It is 1.35 % p.a for Classic Opportunities Fund, Frontline Equity Fund & Balanced Fund, 1.20 % p.a for Dynamic Bond Fund, 0.60 % p.a for Money Market Fund, 0.50 % p.a for Discontinued Policy Fund.

IDFC Super Saver Income Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund Growth Direct Plan — 500 ICICI Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold Fund Growth Direct Plan — 500

And if the PPF limit is exhausted, even a long term / dynamic bond fund would give more returns than this.

Not exact matches

To reduce the risk of capital losses, sell bonds and bond funds with a 10 - year - plus time horizon and buy short - term notes instead, says Dominic Bellissimo, a portfolio manager with Dynamic Ffunds with a 10 - year - plus time horizon and buy short - term notes instead, says Dominic Bellissimo, a portfolio manager with Dynamic FundsFunds.