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Smart tactical opportunity for HNIs and corporatesHarshil Suvarnkar, Aditya Birla Sun Life AMC, Mumbai

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ABSL AMC has launched a Sep 26 target maturity fund that will invest in AAA papers issued by NBFCs and HFCs. This 2 year maturity fund’s index currently has a YTM of 8.01% - which can potentially translate to around 7.8-7.85% for direct plan investors and around 7.6-7.65% for regular plan investors.

Short end of the yield curve offers good opportunities while the long end has already started pricing in rate cuts. AAA quality NBFC sand HFCs currently offer good spreads, making them even more attractive within the segment.

ABSL AMC intends launching a range of such TMFs from 1 to5 year horizons, to suit individual needs of different corporate and HNI investors. This 2 yr TMF is the first in this range.

With RBI expected to cut rates in the December MPC and with expectations building up of a shift in stance in its October MPC, this fund’s launch is timed perfectly to close one day before the October MPC.

Tactical investors may be able to get capital gains over the next few months from the fund’s roll down strategy as the rate cut cycle commences – allowing them a potential exit ahead of 2 yrs, with reasonable capital gains.


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Mohsin Bijepuri ARN NO :33913 Chennai , 29 Sep 2024

Interest rate cycle is reversing, so target maturity funds at this stage are to be looked at. There are a series of launches planned with varying maturities It’s suitable for a particular category of investors.

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