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When you dont want to invest in equity and yet want to counter inflation

Fixed deposits, PF, PPF and bonds are all examples of different debt investment options. The key characteristic of debt investment is regular income and reduced uncertainty. Mutual funds can also be used to access the debt market. In fact Mutual Funds provide an attractive alternate for carrying out debt investments since they offer the advantage of choice, the expertise of a fund manager to select the best instruments for the portfolio, operational ease for the investor, liquidity and tax advantages.

How to select debt funds?

Debt funds come in different risk profiles which can be judged by the maturity of bonds in their portfolios. Therefore make sure that you evaluate the duration profile of the debt fund before investing. Short term funds work for lower risk shorter horizon allocations, whereas dynamic bond funds work for investors who are looking at longer term allocations (beyond 1 year) thus wanting to capture the opportunities across the entire bond market.


If you are a risk-averse investor and are looking at investment options outside equities

Unlike other debt funds managed by Axis MF, Axis Dynamic Bond Fund runs an unconstrained portfolio in terms of maturity. This allows the fund manager the flexibility to increase/ reduce portfolio duration dynamically in response to the market environment and expectations of interest rate movements. Effectively the fund targets to have the best ideas of the fund manager at any time. However, despite being unconstrained, the fund keeps a tight control on total risk exposure which is monitored continuously. The portfolio has a maximum risk target that guides the fund manager while constructing the portfolio. Thus the investor gets the benefit of a best ideas fund with tight risk mandates.

Key Features of Dynamic Bond Fund

  • An open-ended diversified debt fund with no exposure to equities
  • Suitable for an investment horizon of 1 -3 years
  • Dynamic allocates across all segments of fixed income
  • Invests into the best ideas at any point in time

This Product is Suitable for Investor who are seeking

  • Optimal returns over Long term 
  • To generate stable returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Investors should consult their financial advisers if in doubt about whether the product is suitable for them


 
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NAV as on 22-05-2017
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NAV as on 22-05-2017
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