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  • Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹2500000

AUM (Fund size)

₹261 Cr

Lock In Period

N/A

Expense Ratio

0.6

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

2% if investor redeems before the date of maturity.

Summary

Latest details for Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth AUM is ₹261 Cr, with a lock-in of N/A years, expense ratio of 0.6%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - 2% if investor redeems before the date of maturity.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.71% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.714.54
6M0.001.2012.55
1Y0.003.3816.20
3Y0.008.8036.71

Portfolio Analysis

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About Fund

Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth managed by BNP Paribas Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹261 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.6. Under the expert guidance of Alok Singh ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Alok Singh

Mr. Singh is a CFA and a Post Graduate in Business Management. He has an experience of more than 8 years in financial markets including 4 years in asset management. He joined the Fixed Income team in February 2005. In his previous stint, he worked with Axis Bank Limited for more than four years, where he traded Government of India (GoI) and Corporate Bonds for their trading and ALM books.

Peer Comparison

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FAQs

Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth is 0.6. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth is ₹261 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Fortis Fixed Term Plan - Series 12 Plan A - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500