Debt Funds

Stable returns with lower volatility. Ideal for short-term goals.

Types of Debt Funds

  • Liquid Funds: Park money for few days/weeks. Alternative to Savings Account.
  • Overnight Funds: Extremely low risk, 1-day maturity paper.
  • Gilt Funds: Invests in Govt securities. No credit risk, but interest rate risk exists.
  • Corporate Bond Funds: Higher returns by investing in high-rated corporate companies.

Who should invest?

Investors looking for:

  • Regular income
  • Capital protection (relative to equity)
  • Parking emergency funds
Taxation (Debt): Gains are added to your income and taxed as per your slab rate (as per Finance Bill 2023).