Income Funds
ONCE AGAIN AN INVESTMENT OPPORTUNITY AT LONG END. WHEN? & WHY?
I had written in my note on November 03’2009 post RBI Credit Policy Review of announced on October 27’2009 that there will be positive bias on interest rates for some time as a) Credit offtake numbers were dismal b) incremental buying of G Secs by Private Sector banks due to hike in SLR of 1% [...]
Match Investment Horizon with respective Asset Class : Income Scheme : 1 Year Rolling Returns Analysis
Kindly refer to my note dated April 15’2008 wherein we had given hold & add strategy in Income schemes when inflation had started galloping & thanks to that interest rates were inching up on regular basis. Those who had invested in Income schemes in the months of January & February 2008 had started posting negative [...]
Getting Their Act Together : Canara Robeco Schemes
One AMC whose all the debt schemes are doing well on the entire yield curve is Canara Robeco. After quitting from Kotak AMC, Ritesh Jain took over the fixed income desk at Canara Robeco & since then, most of the schemes which he is managing have started performing exceptionally well.
Which are the schemes that merit [...]