Morningstar: Mutual Fund Guide

IDFC Government Securities Fund - Investment Plan Investment Strategy Suyash Choudhary is a seasoned manager in running duration strategies. His strength lies in his in-depth understanding of the macroeconomic environment and his ability to anticipate interest rate movements and identify attractive investment opportunities across market segments. Given that duration is an integral part of the strategy, studying the macro scenario for interest-rate directional views forms the broader framework of the process. The interest-rate direction is determined by a detailed analysis of influencing factors such as growth versus inflation, fiscal and current account deficit, private sector and government borrowings, fiscal and monetary policy view, money supply, currency market movement, and global interest-rate scenario. This is complemented by an overlay of technical factors where the team...