Aditya Birla Sun Life Asset Management Company Pte. Ltd *
India Dynamic Bond Fund’s (IDBF) objective is to take exposure to high quality debt and money market instruments issued by Indian companies through investment in an India domiciled diversified Fixed Income fund.
To generate optimal returns with high liquidity through active management of the portfolio by investing in Debt and Money Market Instruments
Optimize returns for investors by dynamically tracking interest rate movements
Capture positive price movements and minimize the impact of adverse price movements
The fund invests in high quality corporate debt, government securities & money market instruments.
Effectively moves from duration to accrual and back to respond a rapidly changing interest rate environment.
Dual benefit of interest income and capital gains.
Offers an unique blend of top-down and bottom up approach to consistently delivery superior risk adjusted returns.
Growth (Lead Indicators, Cyclical Drivers, Structural Drivers),
Inflation (Lead Indicators, Output Gap, Global Commodity Prices)
Risk Appetite (Volatility, Credit Spreads & CDS. High Beta Currencies)
Fundamentals (Leverage, Central Bank Policy, Growth & Inflation)
Risk tolerance /
Investment Horizon
G Secs / Bonds / Securitized Papers
Yields / Spreads / Credit Profile
Dealing speed / Costs /
Limits monitoring
Returns analysis /
Tracking & monitoring
Business Sector / Industry, Market Position, Operating Efficiency
Financial Past Financials, Projections, Financial Flexibility, Accounting Quality
Management Integrity, Risk Appetite, Competence