Ch.5 · NFO Process and Rules · medium

What is a 'floater fund' as per SEBI categorisation?

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EXPLANATION

A floater fund invests at least 65% of its assets in floating rate instruments (bonds whose interest rates reset periodically based on a benchmark like MIBOR). Floating rate instruments provide protection against rising interest rates since their coupon adjusts upward when rates rise, making them attractive in a rising rate environment.

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