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Debt: Target Maturity

by Shubham Satyarth Feb 07, 2025

What is it?

 

Target maturity debt funds invest in debt instruments like SDL and PSU bonds maturing on or before the defined timeframe. For example, A target maturity fund maturing in July 2028 will invest in debt securities maturing on or before July 2028.

 

Objective

 

The objective of these funds is to generate stable returns over the defined period. The target maturity debt funds may provide slightly higher returns than FD with similar maturities with low volatility.

 

Suitability and opinion

 

These funds are suitable for risk-averse investors who are seeking to generate stable returns over a defined period of time and for aggressive investors looking to diversify some portion of their portfolio into stable assets. We believe that these funds have a far lower risk compared to equity funds but their prices can fluctuate if interest rates change. This category can be a better option compared to long-term FDs as these funds provide higher liquidity and similar returns, with the same level of risk.

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