RBI Floating Rate Bonds, 2020 (Taxable) – FRSB 2020 (T)
Issued by the Govt. of India via GoI Notification F.No.4(10)-B(W&M)/2020 dated June 26, 2020 with effect from July 1 st , 2020.
Introduction
- 100% Risk-Free investment from the Govt. of India
- Maximum limit: No limit; Minimum investment: Rs.1,000 & multiples of Rs.1,000
- Bond tenure: 7 years; Premature withdrawal available for senior citizens
- Interest payable semi-annually: July 1 st & January 1 st
- Suitable for conservative investors looking for assured returns from a risk-free investment
Key Features
Sovereign guarantee :
Bonds are issued by Reserve Bank of India on behalf of the Govt. of India & ICRA.
Investment Amount :
The minimum investment is Rs.1,000 and multiples thereof; No upper limit on the maximum investment.
Interest Rate :
▪ Linked/pegged with the prevailing National Saving Certificate (NSC) rate with spread of (+) 35 bps over the respective NSC rate.
▪ The interest rate is reset half-yearly on January 1 & July 1 st for the next 6 months.
▪The interest rate for the period Jan 1, 2026 to June 30, 2026 and payable on July 1, 2026 will be 8.05% (7.70% + 0.35% = 8.05%).
▪ Interest will be compulsorily paid out every 6 months; no cumulative option is available.
Maturity :
7 years from date of investment with premature withdrawal options for senior citizens.
Trading:
▪ Bonds cannot be traded in the secondary market.
▪ Bonds cannot be transferred to anyone during the tenure of the bond.
▪ Loan facility is not available on these bonds.
Nomination:
▪ Form ‘C’ with wet signatures has to be submitted at the nearest branch of SHCIL.
▪ Nomination can be done by sole holders or joint holders.
▪ Non-Resident Indian (NRI) can also be nominated.
▪ No nomination can be made in respect of Bonds issued in the name of a minor.
Tax Treatment:
Tax will be deducted at source (TDS) while making interest payment on the bonds.
Key Benefits
Highest Safety
Issued by Reserve Bank on India on behalf of the Govt. of India; Carries Sovereign risk.
High Interest Rate
Interest rate is linked to the prevailing NSC rate with spread of +35 bps. The current interest rate is 8.05%.
Early Withdrawal
Senior citizens in age bracket of 60 years onwards are eligible for premature encashment
Eligible Investors
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Premature Encashment for Senior Citizens
The following minimum lock-in period from date of issue will be applicable as per the investor’s age bracket:
| Age Bracket | Lock-in Period |
|---|---|
| 60 – 70 years | 6 years |
| 70 – 80 years | 5 years |
| 80 years & above | 4 years |
Process To Invest
Supporting documents to be attached with the application form:
- PAN Card of all holders ; In case of HUF application, please attach PAN cards of HUF & Karta.
- Masked Aadhaar Card of all holders.
- Cancelled cheque copy of the 1st holder’s bank a/c for interest credit.
Attached herewith Application form (New Series), HDFC Branch List.