Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹50 Cr
Lock In Period
N/A
Expense Ratio
0.3
Benchmark
CRISIL Medium Term Debt Index
Exit Load
Nil
Summary
Latest details for Tata Fixed Maturity Plan Series 55 - Scheme B Growth include a ₹12.4075 NAV as of Jun 29,2021 and returns since inception of 23.99%. Minimum investments start at SIP ₹0. The Tata Fixed Maturity Plan Series 55 - Scheme B Growth AUM is ₹50 Cr, with a lock-in of N/A years, expense ratio of 0.3%, and benchmark CRISIL Medium Term Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.28% returns, against a category average of -1.66% and a category best of 4.54%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.28 | -1.66 | 4.54 |
| 6M | 1.67 | 0.30 | 12.55 |
| 1Y | 4.41 | 2.61 | 16.20 |
| 3Y | 7.43 | 8.44 | 36.71 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2021-06-15
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About Fund
Tata Fixed Maturity Plan Series 55 - Scheme B Growth managed by Tata Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹50 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 0.3. Under the expert guidance of Akhil Mittal ,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 FundUTI Fixed Term Income Fund Series XXVIII - Plan VI Growth | 0 | 262.45 CR | 0.08 |
| This FundDSP FMP Series 267 - 1246 Days Growth | 0 | 717.68 CR | 0.2 |
| This FundTata Fixed Maturity Plan Series 55 - Scheme B Growth | 0 | 50.12 CR | 0.3 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Fixed Term Income Fund Series XXVIII - Plan VI Growth | 6.0321 | 23.9906 |
| This FundDSP FMP Series 267 - 1246 Days Growth | 6.6461 | 23.9918 |
| This FundTata Fixed Maturity Plan Series 55 - Scheme B Growth | 4.4068 | 23.9944 |
FAQs
Tata Fixed Maturity Plan Series 55 - Scheme B 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 Tata Fixed Maturity Plan Series 55 - Scheme B Growth is 0.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Fixed Maturity Plan Series 55 - Scheme B Growth’s fund performance is as follows:
- 1 Month : 0.28%
- 6 Months : 1.67%
- 1 Year : 4.41%
- 3 Years : 7.43%
You can invest in Tata Fixed Maturity Plan Series 55 - Scheme B 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 Tata Fixed Maturity Plan Series 55 - Scheme B Growth is ₹50 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Fixed Maturity Plan Series 55 - Scheme B 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