Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

135 Cr

Lock In Period

N/A

Expense Ratio

0.45

Benchmark

CRISIL Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for SBI Fixed Maturity Plan (FMP) - Series 4 Growth include a NAV as of Mar 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The SBI Fixed Maturity Plan (FMP) - Series 4 Growth AUM is ₹135 Cr, with a lock-in of N/A years, expense ratio of 0.45%, and benchmark CRISIL Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.18% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.184.54
6M0.001.5612.55
1Y0.004.3516.20
3Y0.0010.3236.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-03-31
View allocation % by

1. Kotak Mahindra Investments Ltd.9.61%
2. DCB Bank Ltd.8.87%
3. AU Small Finance Bank Ltd.8.87%
4. Shriram City Union Finance Ltd.8.85%
5. LIC Housing Finance Ltd.7.44%
6. Housing Development Finance Corporation Ltd.7.44%
7. Housing and Urban Development Corporation Ltd.7.44%
8. National Bank for Agriculture and Rural Development7.03%
9. IDFC First Bank Ltd.6.84%
10. Equitas Small Finance Bank Ltd.3.70%

1. TREPS13.66%
2. Cooperatieve Rabobank U.A8.87%
3. Net Receivable/Payable1.38%

About Fund

SBI Fixed Maturity Plan (FMP) - Series 4 Growth managed by SBI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹135 Crore. The fund benchmarks its performance against the CRISIL Short-Term Bond Fund Index while maintaining an expense ratio of 0.45. 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 NameRatingsAUMExpense Ratio
This FundNippon India Fixed Horizon Fund XXVIII - Series 10 Growth0386.2 CR0.1
Fund Name1Y3Y
This FundNippon India Fixed Horizon Fund XXVIII - Series 10 Growth

FAQs

SBI Fixed Maturity Plan (FMP) - Series 4 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 4 Growth is 0.45. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Fixed Maturity Plan (FMP) - Series 4 Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of SBI Fixed Maturity Plan (FMP) - Series 4 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 SBI Fixed Maturity Plan (FMP) - Series 4 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 4 Growth is ₹135 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Fixed Maturity Plan (FMP) - Series 4 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