Make 15% RETURN on Debt Mutual Funds & GOI Bonds | Just 10% LTCG Tax | RBI Repo Rate 2024
Shankar Nath Shankar Nath
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 Published On Mar 8, 2024

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Leveraging the interest rate cycle presents a tactical opportunity for investors to maximize returns in debt instruments like bonds and debt mutual funds. In this video, I present a case for investing in long duration debt funds and long maturity government of India bonds. Ofcourse, predicting the interest rate cycle is important and I present some factors investors should consider to this effect i.e. when is the Reserve Bank of India (RBI) likely to reduce its repo rate which will increase bond prices and allow investors to make mark-to-market gains (capital appreciation) from the bonds held by them.

In my view, the repo rate reductions are just 5-6 months away and fixed-income investors can capitalize on this to make potential returns of up to 15-16% -- double of what they make on fixed-income instruments like fixed deposits, debt funds and bonds. Additionally, considering tax advantages, listed bonds present an attractive investment option.

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👉 Video Chapters:
00:00 Interest Rate Cycle & High Returns on Fixed Income Instruments
01:26 RBI Repo Rate and How to Calculate Bond Prices
06:30 Where are the RBI Repo Rates headed in 2024?
07:12 1. Global Interest Rate Cut
08:09 2. India's Inflation Rate
09:25 3. Government of India's Fiscal Deficit
10:23 4. Inclusion of Indian Bonds in Emerging Market Bond Index
11:35 What Bond Managers say on changes in RBI Repo Rates?
13:59 What can Debt Fund Investors do?

#rbireporate #debtmutualfunds #bonds #debtfunds #interestrates

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

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