Debt Mutual Fund Types

A fast visual guide to India’s debt fund categories — what they invest in and typical maturity/duration or minimum allocation rules.

At a Glance

Overnight Liquid Ultra‑Short Low Duration Money Market Short Duration Medium Duration Medium‑to‑Long Long Duration Dynamic Corporate Bond Credit Risk Banking & PSU Gilt Gilt 10Y Floater

Ranges and minimums below are summarized from your brief.

1) Overnight Fund

Live examples

Maturity: 1 day (overnight securities)

Open‑ended scheme investing only in overnight securities.

Overnight

2) Liquid Fund

Live examples

Maturity: up to 91 days

Open‑ended liquid scheme investing in debt & money market instruments up to 91 days.

Liquid

3) Ultra‑Short Duration Fund

Live examples

Avg maturity: 3–6 months

Invests in debt & money market instruments targeting ultra‑short tenors.

Ultra‑Short

4) Low Duration Fund

Live examples

Avg maturity: 6–12 months

Low‑duration exposure in debt & money market instruments.

Low Duration

5) Money Market Fund

Live examples

Maturity: up to 1 year

Invests in money market instruments with maturities up to 1 year.

Money Market

6) Short Duration Fund

Live examples

Avg maturity: 1–3 years

Short‑term debt & money market exposure.

Short Duration

7) Medium Duration Fund

Live examples

Avg maturity: typically 3–4 years (flex: ~1–4 years in adverse conditions)

Medium‑tenor exposure; mandate allows shorter stance under adverse scenarios.

Medium Duration

8) Medium to Long Duration Fund

Live examples

Avg maturity: 4–7 years (flex: ~1–7 years in adverse conditions)

Medium‑to‑long exposure with flexibility across the curve.

Medium‑to‑Long

9) Long Duration Fund

Live examples

Avg maturity: > 7 years

Long‑duration portfolio targeting higher interest‑rate sensitivity.

Long Duration

10) Dynamic Bond

Live examples

Across durations

Actively manages duration across the curve based on rate outlook.

Dynamic

11) Corporate Bond Fund

Live examples

Min 80% in AA+ & above rated corporate bonds

Predominantly invests in high‑quality corporate debt (AA+ and above).

Corporate Bond ≥ 80%

12) Credit Risk Fund

Live examples

Min 65% in AA & below (excludes AA+)

Targets lower‑rated corporate bonds for higher yield with higher credit risk.

Credit Risk ≥ 65%

13) Banking & PSU Fund

Live examples

Min 80% in debt of Banks, PSUs, PFIs, Municipal Bonds

Focuses on high‑quality quasi‑sovereign/financial issuers.

Banking & PSU ≥ 80%

14) Gilt Fund

Live examples

Min 80% in Government Securities (any maturity)

Invests primarily in G‑secs across maturities; high quality but rate sensitive.

Gilt ≥ 80%

15) Gilt Fund with 10‑Year Constant Duration

Live examples

Min 80% in G‑secs • Avg maturity: ~10 years

Maintains a constant portfolio duration around 10 years.

Gilt 10Y

16) Floater Fund

Live examples

Min 65% in floating‑rate instruments

Predominantly invests in FRNs and instruments with floating coupons.

Floater ≥ 65%

Bottom Line

Match fund duration to your time horizon and rate view: shorter for liquidity, intermediate for balance, longer for rate bets; use corporate/credit/PSU/gilt buckets per quality preference; dynamic/floater for flexibility.