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  • Fortis Interval Fund - Qtrly Plan I - Compulsory Ren - Institutional Plan Growth

Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹10000000

AUM (Fund size)

₹0 Cr

Lock In Period

N/A

Expense Ratio

N/A

Benchmark

N/A

Exit Load

4% at all times, except the Interval periods.

Summary

Latest details for Fortis Interval Fund - Qtrly Plan I - Compulsory Ren - Institutional Plan Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Fortis Interval Fund - Qtrly Plan I - Compulsory Ren - Institutional Plan Growth AUM is ₹0 Cr, with a lock-in of N/A years, expense ratio of N/A%, and benchmark N/A. Exit load is - 4% at all times, except the Interval periods.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 2.70% and a category best of 3.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.002.703.10
6M0.004.3111.87
1Y0.006.0821.71
3Y0.0010.73142.24

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
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About Fund

Fortis Interval Fund - Qtrly Plan I - Compulsory Ren - Institutional Plan Growth managed by BNP Paribas Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of . 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

Fund NameRatingsAUMExpense Ratio
This FundKotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth0317.35 CR0.35
Fund Name1Y3Y
This FundKotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth6.53760

FAQs

Fortis Interval Fund - Qtrly Plan I - Compulsory Ren - 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 Interval Fund - Qtrly Plan I - Compulsory Ren - Institutional Plan Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Fortis Interval Fund - Qtrly Plan I - Compulsory Ren - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Fortis Interval Fund - Qtrly Plan I - Compulsory Ren - 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 Interval Fund - Qtrly Plan I - Compulsory Ren - 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 Interval Fund - Qtrly Plan I - Compulsory Ren - Institutional Plan Growth is ₹0 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Fortis Interval Fund - Qtrly Plan I - Compulsory Ren - 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