What is Bond Fund in SBI?
Debt: Dynamic Bond. 3 Value Research 2025 25-2025 SBI Mutual Fund The scheme seeks to provide investors attractive returns through investment in an actively managed portfolio of high quality debt securities of varying maturities.
Who is the fund Manager for UTI Corporate Bond fund?
Anurag Mittal
A: The UTI Corporate Bond Fund – Regular Plan is managed by Anurag Mittal (Since Dec 01, 2021).
What is the recommended investment horizon for UTI Corporate Bond fund?
Suitability: “Corporate Bond funds invest mainly in high-grade corporate bonds (those with a credit rating of AA+ and above). They are suitable for a short investment horizon of two to three years, or for the fixed-income allocation in your longer-term portfolio.
What is an expense ratio for a mutual fund?
The expense ratio for a fund is calculated by dividing the total amount of fund fees—both management fees and operating expenses—by the total value of the fund’s assets. Expense ratios for mutual funds vary widely.
Can I lose money on bonds?
Bonds are often touted as less risky than stocks—and for the most part, they are—but that does not mean you cannot lose money owning bonds. Bond prices decline when interest rates rise, when the issuer experiences a negative credit event, or as market liquidity dries up.
Is SBI bond safe?
SBI bonds are paying about 100 basis points higher to retail investors. The issue is rated ‘AAA’ by Crisil and CARE, which indicates the highest safety.
How is UTI corporate bond fund?
Fund Overview The investment objective of the scheme is to generate optimal returns by investing predominantly in AA+ and above rated corporate bonds. However, there can be no assurance that the investment objective of the scheme will be realized. The Scheme does not guarantee / indicate any returns.
What is HDFC corporate bond fund?
An open ended debt scheme predominantly investing in AA+ and above rated corporate bonds. A relatively high interest rate risk and moderate credit risk. The Fund will invest a minimum of 80% in such bonds.
What expense ratio is too high?
A good expense ratio, from the investor’s viewpoint, is around 0.5% to 0.75% for an actively managed portfolio. An expense ratio greater than 1.5% is considered high.
Will bonds go up in 2022?
Bond prices move in the opposite direction of interest rates. If interest rates rise, bond prices fall, and vice versa. The Federal Reserve has indicated it will be raising interest rates in 2022 and slowing its purchase of bonds, so the climate is likely to be less favorable for long-term bonds going forward.