How mutual funds have played lower rated papers bl-premium-article-image

Dhuraivel G Updated - April 29, 2020 at 09:26 PM.

Franklin Templeton India AMC wound up six of its debt schemes that had a significant exposure to relatively lower rated bonds, effective from April 23, 2020. It was mainly due to the unprecedented levels of redemptions in these schemes following the COVID-19 outbreak and lockdown. This move rattled the investors’ fraternity.

Against this backdrop, we analyzed the portfolio of all debt mutual funds (open-ended and close-ended including FMPs) to understand how their exposure were into the various rated debt instruments. For this, we bifurcated the ratings of the corporate papers that the debt schemes held into ‘AAA/AA+/A1+’ and ‘AA & Below’ (as defined by the SEBI).

MFs have been playing safe (Rating break-up)

 

Schemes with high exposure to ‘AA & Below’

 

Rating break-up in Credit risk funds category

 

Schemes with high concentration in a single corporate paper in the portfolio

 

Published on April 29, 2020 15:54