POST THE RBI CREDIT POLICY REVIEW & ITS IMPACT

By · Tuesday, August 3rd, 2010

  1. There would be exit load issues if one invests in bond fund
  2. Post the RBI policy review there is a possibility of spread widening between GSec and Bonds going forward

Also, I would recommend that your investment in long term portfolio also should be staggered on weekly basis starting now instead of parking your funds in say 3/6 month FMPs and losing out on opportunities coming your way. Please park that portion of funds in respective liquid plus schemes of those MFs in whose GILT Funds you would like to take exposure to & give weekly switch requests to switch into their G Sec Schemes starting now & staggered till say 3 to 4 months hence. i.e. say if you wish to invest Rs12 Cr in GILT, invest Rs.75 lacs to Rs.1 Cr every week from now to 3 to 4 months hence through Systematic Transfer Plans (STPs). This way you will average your investment without trying to time the market at the same time participate at every high levels of interest rates from say 7.80% to say 8% levels.

Also, 3 to 4 month horizon will take care of any intermittent rate hikes as well as October Credit Policy review.

Comments

Today the 10 year yield has crossed 8%.

Where do you see it going before some correction comes. Advance Tax will also be due very soon and there may be some extra presure on Money Market.

Your views please…

 

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