Bond pricing and yield
In this chapter: Time value of money for bonds · YTM, current yield, realised return
Bond price = PV of all future cash flows. Inverse relationship between price and yield. Yield types: current yield, YTM, realised yield. Most-used: YTM.
Bond pricing: PV = Σ (Coupon / (1+y)^t) + Face / (1+y)^T • y = yield-to-maturity (YTM) • T = time to maturity Inverse relationship: yields rise → prices fall. Yield types: • Current yield: annual coupon ÷ price • YTM: full discount rate • Realised yield: actual return after reinvesting coupons
Worked: 5-year, 8% coupon, ₹1,000 face, YTM 7%. Annual coupon = ₹80. Price = 80×[1−(1.07)^−5]/0.07 + 1000/(1.07)^5 = 328 + 713 = ₹1,041 (premium) At 9% YTM: Price = 80×3.890 + 1000/1.539 = 311+650 = ₹961 (discount). Premium/discount converges to face as bond approaches maturity. Indian bond market: • G-Secs (Government securities): most liquid • Corporate bonds: less liquid, wider bid-ask • T+1 settlement • SEBI + RBI as regulators Effective annual yield from semi-annual coupon = (1+y/2)^2 − 1.
Subtle CFA tests: • Realised yield depends on reinvestment rate of coupons • If can't reinvest at YTM, realised return < YTM • Critical for retiree planning — declining-rate environments hurt reinvestment Clean price vs dirty price: • Clean: excluding accrued interest • Dirty: including accrued interest • Bond markets quote clean, settle dirty Indian RFQ platforms use dirty for actual settlement. Indian bond yield curve (typical): • 1-year G-Sec: ~6-7% • 10-year G-Sec: ~7-8% (positive slope typical) • Corporate AAA: 30-50 bps premium over G-Sec
- SEBI Debt Funds Regulations
- RBI for sovereign bonds
- CFA Institute curriculum
- Confusing current yield with YTM.
- Forgetting reinvestment risk.
- Not understanding clean vs dirty price.
Frequently asked
Why do bond prices fall when yields rise?
Indian retail can buy G-Secs?
Practice questions
Click each question to reveal the answer and explanation.
Q 1Bond price-yield relationship:- (a)Same direction
- (b)Inverse: yields rise → prices fall
- (c)No relationship
- (d)Random
- (a)Same direction
- (b)Inverse: yields rise → prices fall
- (c)No relationship
- (d)Random
Q 2YTM:- (a)Annual coupon ÷ price
- (b)Internal rate of return on bond cash flows
- (c)Coupon rate
- (d)Face value
- (a)Annual coupon ÷ price
- (b)Internal rate of return on bond cash flows
- (c)Coupon rate
- (d)Face value
Q 3Realised yield differs from YTM when:- (a)Coupons reinvested at different rate
- (b)Always equal
- (c)Only for premium bonds
- (d)Random
- (a)Coupons reinvested at different rate
- (b)Always equal
- (c)Only for premium bonds
- (d)Random
Q 4Indian retail can buy G-Secs:- (a)No, only institutions
- (b)Yes, via RBI Retail Direct (since Nov 2021)
- (c)Only via demat
- (d)Tax-restricted
- (a)No, only institutions
- (b)Yes, via RBI Retail Direct (since Nov 2021)
- (c)Only via demat
- (d)Tax-restricted
Q 5Premium bond is one where:- (a)Price > Face
- (b)Price < Face
- (c)Price = Face
- (d)YTM = 0
- (a)Price > Face
- (b)Price < Face
- (c)Price = Face
- (d)YTM = 0