MisterBond's Rankings as on May 30'2021: From 01-04-15 to 30-05-21
Rankings of only those which were in existence from 01-04-15
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3 Types of Rankings: 1) IHR: Investor High Returns - Higher returns in higher return bands 2) IER: Investor Experience Returns - IHR adjusted for Volatility 3) % of observations of each scheme beating Industry Average
Large Cap Scheme Rankings:
Industry Avg: 8.50%
Number of Observations Completing 5 years: 284
Based on 5 year rolling returns
Mid Cap Scheme Rankings:
Industry Average: 8.88%
Number of Observations completing 5 years: 284
Based on 5 year daily rolling returns
Small Cap Scheme Rankings:
Industry Average: 8.88%
Number of observations completing 5 years: 284
Based on 5 year rolling returns
Flexi Cap Scheme Rankings:
Industry Average: 8.94%
Number of Observations completing 5 years: 284
Based on 5 year Rolling returns
DAAF Scheme Rankings:
Industry Average: 6.76%
Number of observations completing 3 years: 778
Based on 3 year Rolling Returns
MisterBond's #RollOfHonour for various #Debt scheme categories for the year ending on March 31'2023.
#IHR - Investor High Returns Score - Higher Returns in Higher Bands #IER - Investor Experience Returns Score - IHR divided by Std Deviation #BI - Beating Industry Average
MisterBond's #RollOfHonour for various Equity scheme categories for the year ending on March 31'2023.
#IHR - Investor High Returns Score - Higher Returns in Higher Bands #IER - Investor Experience Returns Score - IHR divided by Stabd Deviation #BI - Beating Industry Average
Hybrid category will start becoming popular with more than 36% in Equity.
Expect more such offerings from #AMCs. Brace for more #volatility in New offerings.
No implications if you continue to hold your existing #DebtPortfolio. Only if you invest fresh funds post 1 April 2023, there will be only STCG like #BankDeposits.
New Fund Offer (NFO) of Motilal Oswal Nifty G-sec May 2029 Index Fund. The NFO opens and closes on 02nd March 2023
Why should you invest in Motilal Oswal Nifty G-sec May 2029 Index fund?
It is a 6 year open ended #DebtScheme - comparable time frame to most popular investment alternative viz. 5 year #BankFD
With likely capture of Gross YTM of 7.40% - again comparable to current rates of 5 year FDs or even better
However, MO 2029 G Sec NFO scores over FDs on many counts: 1. More #TaxEfficient with 7 indexation benefits 2. Similar returns but scope for capital gains if redeemed before maturity (when interest rates soften) 3. Better #Liquidity as it is open ended debt scheme