Nippon India Floater Fund

November 13, 2025 RA Jainee Leave a reply

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Nippon India Floater Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com 

NAV Growth: Rs 48.8416 
Weekly NAV IDCW: Rs 10.3849 
Quarterly NAV IDCW: Rs 10.9941 
Monthly NAV IDCW: Rs 11.3564 
NAV IDCW: Rs 21.7909 

Suitable For Which Investors? 
This is a fund that invests mainly in bonds whose rate of interest keeps changing with the prevailing interest rates in the economy. Given their investment mandate, such funds are usually less volatile in response to changing interest rates. 
They can be a viable option for the fixed-income allocation in your portfolio. However, we believe that retail investors can avoid these funds altogether. There are far too many kinds of debt funds with a highly nuanced classification based on the type or duration of bonds they can invest in. We believe that so many fund categories add to complexity which is easily avoidable. Retail investors can simply invest in Liquid funds for an investment horizon of up to one year and Short Duration funds for the fixed income allocation (which should be 100 per cent for an investment horizon of up to three years) in their longer-term portfolios. 
If you do decide to invest in them, remember that they are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run. 

Fund’s Investment Strategy: 
The scheme aims to generate regular income through investment in a portfolio comprising substantially of floating rate debt. It would not invest more than 75% of its assets in fixed rate debt securities including fixed rate securitised debt, money market instruments and floating rate debt Instruments swapped for fixed returns. 

Fund Manager: 

1) Vikash Agarwal 
Education: Mr. Agarwal is a B.Com., CA, CFA 
Experience: Prior to joining Nippon AMC, he has worked with HDFC AMC, Larsen & Toubro Ltd.