Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹25 Cr
Lock In Period
N/A
Expense Ratio
0.39
Benchmark
CRISIL Medium Term Debt Index
Exit Load
Nil
Summary
Latest details for SBI Fixed Maturity Plan (FMP) - Series 33 Growth include a ₹11.6622 NAV as of May 30,2023 and returns since inception of 15.13%. Minimum investments start at SIP ₹0. The SBI Fixed Maturity Plan (FMP) - Series 33 Growth AUM is ₹25 Cr, with a lock-in of N/A years, expense ratio of 0.39%, and benchmark CRISIL Medium Term Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.50% returns, against a category average of -2.15% and a category best of 4.54%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.50 | -2.15 | 4.54 |
| 6M | 3.18 | 0.26 | 12.55 |
| 1Y | 5.90 | 3.86 | 16.20 |
| 3Y | 4.81 | 11.04 | 36.71 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2023-05-15
View allocation % by
About Fund
SBI Fixed Maturity Plan (FMP) - Series 33 Growth managed by SBI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹25 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 0.39. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Fixed Maturity Plan (FMP) - Series 33 Growth | 0 | 25.17 CR | 0.39 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Fixed Maturity Plan (FMP) - Series 33 Growth | 5.9016 | 15.1288 |
FAQs
SBI Fixed Maturity Plan (FMP) - Series 33 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 SBI Fixed Maturity Plan (FMP) - Series 33 Growth is 0.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Fixed Maturity Plan (FMP) - Series 33 Growth’s fund performance is as follows:
- 1 Month : 0.50%
- 6 Months : 3.18%
- 1 Year : 5.90%
- 3 Years : 4.81%
You can invest in SBI Fixed Maturity Plan (FMP) - Series 33 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 SBI Fixed Maturity Plan (FMP) - Series 33 Growth is ₹25 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Fixed Maturity Plan (FMP) - Series 33 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