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Sunday, February 9, 2014

Best Short Term Funds to invest for 2014

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Short term funds offer predictable returns, with the investment risk limited to the default from the issuer of the instrument

 

Funds in this category are suitable for investors with an investment horizon of more than a year and prefer low interest rate risk. We classify these funds as those which have an average maturity in the range of 1 to 4.5 years over the past twelve months, which helps them guard against interest rate risk.

 

Interest rate movements impact the returns from these funds as bond prices and yield are inversely related. So, newer bonds with a higher yield become more attractive when the interest rate rise, and the market price of older bonds falls, thus lowering the NAV of funds holding the same.

 

The returns from funds in this category are fairly predictable, with the investment risk limited to the default from the issuer of the instrument.

 

Moreover, investments by these funds in bonds with a high maturity will see its price change more dramatically than a shorter maturity paper as they are more interest rate sensitive.

 

Keep in mind all these facts before investing in such funds because investments in papers with rating below AA have the potential to earn a higher return, but at the same time also pose the risk of default.

 

Following are India's finest short term funds that you can invest in:

Morgan Stanley Short Term Bond
Peerless Short Term
Sundaram Select Debt Short-term
UTI Short-term Income

 

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

 

 

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Best Performing Mutual Funds

    1. Largecap Funds             Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Franklin India Bluechip
      4. ICICI Prudential Top 100 Fund

B. Large and Midcap Funds         Invest Online

      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
      4. Birla Sun Life Front Line Equity Fund
      5. Franklin India Prima

C. Mid and SmallCap Funds          Invest Online

      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
      5. Birla Sun Life Dividend Yield Plus
      6. SBI Emerging Businesses Fund
      7. HDFC Mid-Cap Opportunities Fund
      8. ICICI Prudential Discovery Fund

D. Small and MicroCap Funds   Invest Online

      1. DSP BlackRock MicroCap Fund

2.       Franklin India Smaller Companies

E. Sector Funds          Invest Online

      1. Reliance Banking Fund
      2. Reliance Banking Fund
      3. ICICI Prudential Banking and Financial Services Fund

F. Tax Saver Mutual Funds      Invest Online

1. ICICI Prudential Tax Plan

2. HDFC Taxsaver

      1. DSP BlackRock Tax Saver Fund
      2. Reliance Tax Saver (ELSS) Fund

G. Gold Mutual Funds        Invest Online

      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund
      4. Birla Sun Life Gold

H. International funds         Invest Online

1. Birla Sun Life International Equity Plan A

2. DSP BlackRock US Flexible Equity

3. FT India Feeder Franklin US Opportunities

4. ICICI Prudential US Bluechip Equity

5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

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