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Debt: Floater

by Shubham Satyarth Feb 07, 2025

What is it?


Floater debt funds invest a minimum of 65% of total assets in floating-rate instruments.


Objective


These funds aim to offer steady returns to investors in line with the prevailing market interest rates by investing in floating-rate securities.


Suitability and opinion


These funds are suitable for investors aiming to protect their portfolios from fluctuating interest rates. This option can be used as a hedge against interest rate volatility. These funds have very low interest rate risk and are suitable for the debt allocation in your portfolio. But we believe that investors can avoid this category and can invest in liquid funds and short-duration funds for the debt allocation of their portfolios. We feel that there are too many debt fund categories available based on the tenure and types of bonds. This leads to more confusion and does not add any value to retail investors.

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