A Note on Investment in Bonds - Calculation of YTM

            
 
Case Study | Case Studies

ICMR HOME | Case Studies Collection

To download A Note on Investment in Bonds - Calculation of YTM case study (Case Code: FINC057) click on the button below, and select the case from the list of available cases:







Finance Case Studies
Mini Case Studies
Micro Case Studies
View Detailed Pricing Info
How To Order This Case
Business Case Studies
Area Specific Case Studies
Industry Wise Case Studies
Company Wise Case Studies

Custom Search



Please note:

This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.



Chat with us

Strategic Management Formulation, Implementation, & Control, 12e

Please leave your feedback

Leave Your Feedback

ICMR India ICMR India ICMR India ICMR India RSS Feed

Case Details:

Price:

Case Code : FINC057 For delivery in electronic format: Rs. 300;
For delivery through courier (within India): Rs. 300 + Rs. 25 for Shipping & Handling Charges

Themes

Investment Management
Case Length : 17 Pages
Period : 2007-08
Pub. Date : 2009
Teaching Note : Not Available
Organization : NABARD / ICICI Bank / IDBI Bank
Industry : Financial Services
Countries : India

Abstract:

This concept note examines the decisions involved while investing in bonds by individual investors. Apart from yield-to-maturity (YTM), other parameters that merit attention for making investments in bonds include safety, liquidity and tax implications.

The note with the examples of NABARD's Bhavishya Nirman Bond and ICICI's Regular Income Bond explains the method to calculate YTM. It also examines the impact of taxes on the net returns earned by the investors of these bonds. The objective of this note is to make readers understand the steps involved in calculating YTM of bonds and study how taxes can impact returns for the bond investors.

Finance | Case Study in Management, Operations, Strategies, Finance, Case Studies

This concept note is designed for students of Finance curriculum and can be discussed with the chapter on fixed income securities. It can also be discussed in a training program for executives employed in Financial Services companies.

Contents:

  Page No.
Nabard's Bhavishya Nirman Bond 1
ICICI Bank's Regular Income Bonds 4
IDBI's Deep Discount Bonds 6
Post-Tax Returns on Bonds under Different Scenarios 7
Risk Profile of the Bonds 12
Liquidity 12
Conclusion 12
Exhibits 14

Keywords:

Fixed Income Instruments, Yield-to-Maturity, NABARD, ICICI Bank Limited, IDBI Bank Limited, Bhavishya Nirman Bond, Regular Income Bond, Deep Discount Bond, Zero Coupon Bond, Capital Gains Bond Scheme, Rural Infrastructure Development Fund, Infrastructure Bonds, YTM Calculation, Capital Gains Tax, Post Tax Returns, Risk Profile of Bonds, Credit Rating, CRISIL, ICRA, CARE, Interest Income

Nabard's Bhavishya Nirman Bond - Next Page>>


Custom Search





 

Marketing Financial Products
Textbooks Collection

Case Studies in Finance Volume-IV
Work Book - Rs. 750
Workbooks Collection

Case Studies in Finance Vol III

Case Studies in Finance Vol III
e-Book on Case Studies in Finance

Case Study Volumes Collection

 

Case Studies Links:- Case Studies, Mini Case Studies, Micro Case Studies, Simplified Case Studies.

Other Case Studies:- Multimedia Case Studies, Cases in Other Languages.

Business Reports Link:- Business Reports.

Books:- Textbooks, Workbooks, Case Study Volumes.