Ultra Short Duration Funds
Holds instruments maturing in 3–6 months. Slightly better yields than liquid funds with very low sensitivity to interest rate changes.
Suited role in a portfolio
Slightly better yields than liquid funds for 1–6 month parking
Suitable holding period
1 to 6 months
Interest rate sensitivity
Very low — Macaulay duration of 3–6 months
Inflation-beating context
May marginally beat inflation before tax; unlikely to beat inflation after tax at higher brackets
Taxation
Debt taxation: gains taxed at income slab rate
Suited role in a portfolio
Slightly better yields than liquid funds for 1–6 month parking
Suitable holding period
1 to 6 months
Interest rate sensitivity
Very low — Macaulay duration of 3–6 months
Inflation-beating context
May marginally beat inflation before tax; unlikely to beat inflation after tax at higher brackets
Taxation
Debt taxation: gains taxed at income slab rate