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Fund House Diaries

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Purposeful Technology!

Technology is not an end, but means to an end. Technology, even in the financial industry, makes a true impact when it aids convenience, ease and empowerment. The IDFC MF Team strives to incorporate technological innovations with the same intent and sensitivities. Over the past 6...

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Latest Fixed Income Outlook (August 2017)

From a debt market perspective, these few key trends mentioned below will drive our Fixed Income Strategy : 1). Significant fall in headline & core CPI Inflation; Headline CPI expected to meet RBI long term target of slightly above ‘4%’ 2). Global reflation trade waning over 3). Slowdown...

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Market Highs Do Not Necessarily Mean Market Peaks!

What do we mean when we say the markets are peaking out/peaked out ? This statement broadly means that chances of a sustainable up-move are limited. There are high chances that the markets may either consolidate or can possibly go through a healthy correction. It also...

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‘Giving Due Credit!’-2

The purpose of this article is two-fold. Firstly, we would like to bring out the essence of a recent debt note by Suyash Choudhary, Head-Fixed Income, titled ‘A Rose by Another Name’. Secondly (more importantly), we also would like to drive home the point that...

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Quarterly Equity Market Outlook (May 2017)

4 Global & Domestic themes can possibly dictate future market movements. These 4 Global Key themes are : Return of Inflation Bottoming out of Interest Rates Direction of Dollar Increasing Global GDP Growth Rate These 4 Domestic Key themes are : Implementation of GST Earnings Growth – Glass Half-full / Glass Half-empty Impact...

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Giving Due Credit!

In light of MF investor choices and the interest rate dynamics today, credit funds as a category have become a formidable category by choice and preference. Today, this subcategory of the debt mutual fund space boasts of assets amounting to ~1 lakh crores^. This clearly...

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IDFC Infrastructure Fund : ‘An Infographic’

To know more, please click below links IDFC infrastructure fund Q1 FY-17 update Note on demonetization – Implications for Infra economy and IDFC Infra Fund MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY...

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The Middle Path

‘The middle path is the way to wisdom’ -Rumi In financial markets, the vehicle to traverse the middle path is ‘The Balanced Fund’. Balanced Funds are a category of funds which offer a balance in terms of asset classes, ie. It invests in debt and equity simultaneously and...

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The Name Says It All!

Volatility of debt markets can be witnessed in portfolios not only through duration funds but short-term funds too. Now you and your investors can have the dual advantage of not only experiencing relatively lesser volatility but also active management through IDFC’s unique offering : IDFC...