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
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
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
But it will improve sentiments and move funds from non-productive assets like #Gold to #FinancialAssets like equity.
#MutualFunds help in mobilizing small savings - channelizing them into building economy thru #Equity & #Debt. This will help in reaching $5 trln GDP target
MisterBond's #RollofHonour in #Debt schemes as on January 2023 (based on past 12 monthly ranking analysis)
Only difference instead of last 7 year data (in Equity), we collate data over 5 year period and do daily 36 month (vs 60 month in Equity) #RollingReturns analysis:
MISTERBOND'S #ROLLofHONOUR IN DIFFERENT #MUTUALFUND SCHEME CATEGORIES BASED ON PAST 12 MONTHLY RANKING DATA FROM JAN 22 TO DEC 22 AND AVERAGE OF THE SAME - In JAN 2023: