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)

270 Cr

Lock In Period

N/A

Expense Ratio

0.24

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

Exit Load

Nil

Summary

Latest details for SBI Fixed Maturity Plan (FMP) - Series 55 Growth include a 13.0183 NAV as of Apr 22,2026 and returns since inception of 23.64%. Minimum investments start at SIP ₹0. The SBI Fixed Maturity Plan (FMP) - Series 55 Growth AUM is ₹270 Cr, with a lock-in of N/A years, expense ratio of 0.24%, and benchmark CRISIL Medium to Long Duration Debt A-III Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.54% returns, against a category average of -1.53% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.54-1.534.54
6M2.850.3212.55
1Y6.462.8616.20
3Y7.339.3836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. 7.39% State Government of Haryana 202618.73%
2. 7.14% State Government of Karnataka 202618.69%
3. 7.42% State Government of Uttarakhand 202614.99%
4. 6.84% State Government of Tamil Nadu 20269.34%
5. 6.82% State Government of Rajasthan 20269.34%
6. GOI 19.09.2026 GOV8.56%
7. GOI 19.06.2026 GOV2.75%
8. TREPS2.64%
9. GOI 15.12.2026 GOV2.21%
10. Net Receivable / Payable2.19%
11. GOI 12.12.2026 GOV2.14%
12. GOI 15.09.2026 GOV2.03%
13. 7.05% State Government of Gujarat 20261.87%
14. GOI 12.09.2026 GOV1.00%
15. GOI 26.10.2026 GOV0.85%
16. GOI 06.11.2026 GOV0.80%
17. GOI 22.10.2026 GOV0.73%
18. GOI 12.06.2026 GOV0.39%
19. 7.10% State Government of West Bengal 20260.39%
20. GOI 01.12.2026 GOV0.36%

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 Name1Y3Y
This FundHDFC FMP 1211D December 2018 - 1 Growth4.116723.6359
This FundL&T FMP - Series XVIII - Plan D Growth3.895423.637
This FundSBI Fixed Maturity Plan (FMP) - Series 55 Growth6.455623.638

FAQs

SBI Fixed Maturity Plan (FMP) - Series 55 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 55 Growth is 0.24. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Fixed Maturity Plan (FMP) - Series 55 Growth’s fund performance is as follows:
  • 1 Month : 0.54%
  • 6 Months : 2.85%
  • 1 Year : 6.46%
  • 3 Years : 7.33%
Returns of SBI Fixed Maturity Plan (FMP) - Series 55 Growth are updated daily based on NAV of ₹ 13.0183 as on Apr 22,2026. Since inception, the return has been 23.64%.

You can invest in SBI Fixed Maturity Plan (FMP) - Series 55 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 55 Growth is ₹270 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Fixed Maturity Plan (FMP) - Series 55 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