EQUITY SAVINGS FUNDS: FOR BETTER THAN-DEBT RETURNS WITH LOW RISK
Outlook Business|June 2023
As interest rates reach their peak, select fixed-income options look attractive.
EQUITY SAVINGS FUNDS: FOR BETTER THAN-DEBT RETURNS WITH LOW RISK

TEJAS SHAH Partner, TEJDHAVAL ASSOCIATES LLP

But equities continue to be volatile due to a global economic slowdown, geopolitical factors and some export-oriented sectors facing a reduced demand environment. Valuations, too, aren't very comfortable. Meanwhile, the finance bill has also taken away the indexation benefits in debt funds and removed all classifications of gains - long or short term - and brought all profits under the tax ambit.

In such a scenario, how could investors with a moderate risk appetite make debt-like or slightly better fixed income returns without too much volatility and benefit from equity-like taxation on gains?

That's where equity savings funds come into the picture and fit the requirement perfectly. The category of funds invests in a mix of equities, derivatives and bonds to create a portfolio that is geared to deliver steady returns with low volatility and risks.

Here's more on how equity savings funds could be a suitable addition to investors' portfolios in the present market conditions.

De-risking and hedging

Diese Geschichte stammt aus der June 2023-Ausgabe von Outlook Business.

Starten Sie Ihre 7-tägige kostenlose Testversion von Magzter GOLD, um auf Tausende kuratierte Premium-Storys sowie über 8.000 Zeitschriften und Zeitungen zuzugreifen.

Diese Geschichte stammt aus der June 2023-Ausgabe von Outlook Business.

Starten Sie Ihre 7-tägige kostenlose Testversion von Magzter GOLD, um auf Tausende kuratierte Premium-Storys sowie über 8.000 Zeitschriften und Zeitungen zuzugreifen.

WEITERE ARTIKEL AUS OUTLOOK BUSINESSAlle anzeigen
The New Imperialism
Outlook Business

The New Imperialism

The EU has approved a new environmental regulation that will impact global value chains. Small businesses will have to bear the brunt

time-read
5 Minuten  |
October 2024
VISION FOR THE INDIA OF 2047
Outlook Business

VISION FOR THE INDIA OF 2047

In India@100, Krishnamurthy Subramanian argues that India can be a 55trn economy by 2047 if it doubles down on the economic policies implemented in the last decade to grow at 8% annually. Although middle-income trap has plagued many developing countries in the past, he is convinced that India is well-equipped to avoid obstacles in its growth odyssey

time-read
3 Minuten  |
October 2024
BUSINESS MINT: CELEBRATING EXCELLENCE, ONE AWARD AT A TIME
Outlook Business

BUSINESS MINT: CELEBRATING EXCELLENCE, ONE AWARD AT A TIME

Ensuring that Firms and Entrepreneurs Receive the Recognition they Deserve since 2018

time-read
3 Minuten  |
October 2024
DR. PAVANI KADIYALA: DRIVING INNOVATION AND TECHNOLOGICAL ADVANCEMENT IN EMERGING INDUSTRIES
Outlook Business

DR. PAVANI KADIYALA: DRIVING INNOVATION AND TECHNOLOGICAL ADVANCEMENT IN EMERGING INDUSTRIES

Celebrating Dr. Pavani Kadiyala's Accolades and Contributions to Emerging Technologies

time-read
2 Minuten  |
October 2024
INSPIRING EXCELLENCE: THE JOURNEY OF NALANDA EDUCATIONAL INSTITUTIONS:
Outlook Business

INSPIRING EXCELLENCE: THE JOURNEY OF NALANDA EDUCATIONAL INSTITUTIONS:

Honoring the Vision of Sri Manthena Suryanarayana Raju Through Innovation and Holistic Development

time-read
2 Minuten  |
October 2024
THE RISE OF VARUN REALTORS
Outlook Business

THE RISE OF VARUN REALTORS

Leading the Charge: Varun Kaliga Named Emerging Real Estate Influencer of the Year for Innovative Impact

time-read
2 Minuten  |
October 2024
R.C. RATUL: BRIDGING THE WORLDS OF ENTERTAINMENT AND REAL ESTATE
Outlook Business

R.C. RATUL: BRIDGING THE WORLDS OF ENTERTAINMENT AND REAL ESTATE

The Visionary Behind the Convergence of Entertainment and Real Estate

time-read
2 Minuten  |
October 2024
CYBERABAD BUILDERS ASSOCIATION: LEADING THE CHARGE IN SHAPING
Outlook Business

CYBERABAD BUILDERS ASSOCIATION: LEADING THE CHARGE IN SHAPING

Recognized as the Emerging Builders Association of the Year 2024,’ CBA is setting new benchmarks in real estate and construction excellence in the heart of Hyderabad.

time-read
2 Minuten  |
October 2024
FROM PAPERBOY TO POWERHOUSE: THE INSPIRATIONAL JOURNEY OF VENU KALYAN
Outlook Business

FROM PAPERBOY TO POWERHOUSE: THE INSPIRATIONAL JOURNEY OF VENU KALYAN

Celebrated with the Most Admired Real Estate Sales Coach of the Year 2024’ Award for Transformative Impact and Innovative Coaching

time-read
2 Minuten  |
October 2024
OUTLINE MEDIA: SHAPING TOMORROW'S BRANDING AND ADVERTISING TODAY
Outlook Business

OUTLINE MEDIA: SHAPING TOMORROW'S BRANDING AND ADVERTISING TODAY

Redefining Branding and Advertising

time-read
2 Minuten  |
October 2024