Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
SIP ₹0 & Lump. ₹5000
₹270 Cr
N/A
0.24
CRISIL Medium to Long Duration Debt A-III Index
Nil
Summary
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.54 | -1.68 | 4.54 |
| 6M | 2.82 | 0.27 | 12.55 |
| 1Y | 6.33 | 2.55 | 16.20 |
| 3Y | 7.32 | 8.50 | 36.71 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
About Fund
SBI Fixed Maturity Plan (FMP) - Series 55 Growth managed by SBI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹270 Crore. The fund benchmarks its performance against the CRISIL Medium to Long Duration Debt A-III Index while maintaining an expense ratio of 0.24. Under the expert guidance of Ranjana Gupta ,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
Ranjana Gupta
Ms. Ranjana is a Commerce graduate from Mumbai University. Prior to joining SBIFM, Ranjana was heading the broking activities at 21st Century Shares and Securities for 12 years. She started her career as a dealer in 1995 with OTCEI (Over the Counter Exchange of India).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC FMP 1280D October 2018 - 1 Growth | 0 | 122.43 CR | 0.12 |
| This FundSBI Fixed Maturity Plan (FMP) - Series 55 Growth | 0 | 270.17 CR | 0.24 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC FMP 1280D October 2018 - 1 Growth | 4.0998 | 23.5967 |
| This FundSBI Fixed Maturity Plan (FMP) - Series 55 Growth | 6.3262 | 23.6044 |
FAQs
- 1 Month : 0.54%
- 6 Months : 2.82%
- 1 Year : 6.33%
- 3 Years : 7.32%