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SBI Fixed Maturity Plan (FMP) - Series 9 Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

SBI Fixed Maturity Plan (FMP) - Series 9 Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹180 Cr

Lock In Period

N/A

Expense Ratio

0.54

Exit Load

Nil

Benchmark

CRISIL Medium Term Debt Index

Summary

SBI Fixed Maturity Plan (FMP) - Series 9 Growth NAV is ₹12.3883 as of 16 May, 2026. SBI Fixed Maturity Plan (FMP) - Series 9 Growth has delivered 20.00% returns since its launch. The minimum SIP investment amount in SBI Fixed Maturity Plan (FMP) - Series 9 Growth is ₹0. The AUM of SBI Fixed Maturity Plan (FMP) - Series 9 Growth is ₹180 Cr. The expense ratio of the fund is 0.54%, and its benchmark is CRISIL Medium Term Debt Index. The current exit load of the fund is Nil. In the last 1M months, SBI Fixed Maturity Plan (FMP) - Series 9 Growth has delivered 0.41% returns.

SBI Fixed Maturity Plan (FMP) - Series 9 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.41-1.634.54
6M2.050.3112.55
1Y3.682.5316.20
3Y6.278.6536.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-08-31
View allocation % by

1. TREPS58.25%
2. 8.92% State Government of Tamil Nadu 202219.46%
3. 182 DAY T-BILL 01.09.229.45%
4. 8.91% State Government of Andhra Pradesh 20225.00%
5. Net Receivable/Payable1.72%
6. 8.91% State Government of Maharashtra 20220.56%

1. REC Ltd.5.56%

About Fund SBI Fixed Maturity Plan (FMP) - Series 9 Growth

SBI Fixed Maturity Plan (FMP) - Series 9 Growth managed by SBI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹180 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 0.54. 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 NameRatingsAUMExpense Ratio
UTI Annual Interval Fund - II Growth010.11 CR0.39
UTI Quarterly Interval Fund - III Growth08.4 CR0.37
SBI Fixed Maturity Plan (FMP) - Series 9 Growth0179.97 CR0.54
Fund Name1Y3Y
This FundUTI Annual Interval Fund - II Growth6.874119.9917
This FundUTI Quarterly Interval Fund - III Growth6.6419.9985
This FundSBI Fixed Maturity Plan (FMP) - Series 9 Growth3.684319.9998

SBI Fixed Maturity Plan (FMP) - Series 9 Growth FAQs

SBI Fixed Maturity Plan (FMP) - Series 9 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 9 Growth is 0.54. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Fixed Maturity Plan (FMP) - Series 9 Growth’s fund performance is as follows:
  • 1 Month : 0.41%
  • 6 Months : 2.05%
  • 1 Year : 3.68%
  • 3 Years : 6.27%
Returns of SBI Fixed Maturity Plan (FMP) - Series 9 Growth are updated daily based on NAV of ₹ 12.3883 as on Sep 14,2022. Since inception, the return has been 20.00%.

You can invest in SBI Fixed Maturity Plan (FMP) - Series 9 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 9 Growth is ₹180 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Fixed Maturity Plan (FMP) - Series 9 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.