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The Equity Desk Forum :Personal Finance & Lifestyle-Strategies & problems :Personal Finance - Startegies

Topic: An Ideal Mutual Fund Portfolio

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smartcat
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Joined: 29/Mar/2007
Location: India
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Posts: 4243

Posted: 24/Aug/2011 at 12:37pm

Originally posted by sajit

SmartCatji,Can you enlighten us with your debt fund portfolio also. Which are some of the good debt funds available now?Thanks

My debt portfolio looks something like this -

Birla Sunlife Dynamic Bond Fund (23%)
Birla Sunlife Floating Rate LT Fund (25%)
Birla Sunlife GSF LT Fund (20%)
HDFC Cash Mgmt Savings Fund (22%)
HDFC Floating Rate LT Fund (10%)

Long term bond funds have started giving good returns. For eg: Birla Sunlife Dynamic bond fund has returned 3% in 3 months - that's 12% per annum (annualized).

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nikrod12
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Joined: 15/Jun/2010
Location: India
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Posted: 24/Aug/2011 at 12:39pm

So smartcatji, you anticipating interest rate pause and cycle reversal in few months?

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smartcat
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Location: India
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Posted: 24/Aug/2011 at 12:42pm

Perhaps a slight rise, pause and then a massive fall.

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patra04
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Joined: 07/Apr/2011
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Posted: 24/Aug/2011 at 6:59pm

Smartcatji, would you hazard a guess on the timeline for the above change?

Edited by patra04 - 24/Aug/2011 at 7:44pm

An investment in knowledge pays the best interest.

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act2
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Joined: 24/Jul/2011
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Posts: 3

Posted: 24/Aug/2011 at 8:39pm

In MF, I like SBI Magnum Emerging Businesses Fund.
It's top 3 holdings are
Page Industries     -     9.94 %
Hawkins Cooker     -     8.38 %
HDFC Bank     -     6.72 %

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smartcat
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Joined: 29/Mar/2007
Location: India
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Posts: 4243

Posted: 24/Aug/2011 at 9:47pm

Originally posted by patra04

Smartcatji, would you hazard a guess on the timeline for the above change?

Wouldn't venture into that territory! But I do have 45% in long term debt (BSL Dynamic & BSL Gilt) - so I'm guessing we are pretty close to the peak interest rates.

The way I understand is - this is how it would work. If there is a global recession, there will be a fall in commodity prices (Eg: crude is sliding down already). If there is a fall in commodity prices, there will be a fall in inflation rates. And lower inflation rates will result in lower interest rates.

Now if there is no global recession, inflation is going to stay. I haven't figured out what will happen to my debt portfolio then, but my equity portfolio should do well

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patra04
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Joined: 07/Apr/2011
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Posted: 24/Aug/2011 at 12:52pm

Thank you for sharing your thoughts Smartcatji.

I read somewhere the interest cycle needs to turn in couple of quarters from now.

Regards,

Rahul

An investment in knowledge pays the best interest.

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Jimm0y74jp
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Joined: 10/Aug/2015
Location: United Kingdom
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Posted: 15/Dec/2015 at 6:59pm

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