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§01 · INSIGHTS · GLOSSARY · NOTE

YTM (Yield to Maturity) — Bond Detail

Yield to Maturity (YTM) is the annualised internal rate of return a bond buyer earns if the bond is held until it matures and every coupon is reinvested at the same YTM. It is the single number that summarises a bond's price, coupon, face v

Glossary
Contents
  1. Worked INR example
  2. When to use
  3. SEBI / RBI caveat

Yield to Maturity (YTM) is the annualised internal rate of return a bond buyer earns if the bond is held until it matures and every coupon is reinvested at the same YTM. It is the single number that summarises a bond's price, coupon, face value, and time to maturity.

Worked INR example

A 5-year SBI bond, face value ₹1,000, coupon 7% paid annually, trades at ₹960. You receive ₹70 each year for 5 years plus ₹1,000 at maturity. Solving for the discount rate that makes the present value of these cashflows equal to ₹960 gives YTM ≈ 7.99%. So even though the coupon is 7%, you earn ~8% because you bought at a discount.

When to use

  • Comparing two bonds with different prices, coupons, and maturities on a like-for-like basis
  • Building a bond ladder where each rung's YTM is locked in at purchase
  • Deciding between holding to maturity vs. selling pre-maturity

SEBI / RBI caveat

YTM assumes you can reinvest every coupon at the same YTM — rarely true in practice. SEBI mutual-fund factsheets disclose portfolio YTM as on month-end; this is a snapshot, not a guaranteed return. For G-Secs, RBI's NDS-OM screen shows live YTM.

Related terms: Coupon Rate, Modified Duration, Credit Spread.

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Adjacent surfaces

MethodologyHow every metric cited above is derived.GlossaryPlain-language definitions for the terms used.ToolkitWhere these ideas become inputs in calculators.

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