Tata Fixed Maturity Plan Series 55 - Scheme I Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Tata Fixed Maturity Plan Series 55 - Scheme I Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹59 Cr

Lock In Period

N/A

Expense Ratio

0.31

Exit Load

Nil

Benchmark

CRISIL Medium Term Debt Index

Tata Fixed Maturity Plan Series 55 - Scheme I Growth Calculate Returns

You would have got

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.26-1.584.54
6M1.740.6012.55
1Y4.082.7016.20
3Y8.229.2136.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-08-31
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About Fund Tata Fixed Maturity Plan Series 55 - Scheme I Growth

Tata Fixed Maturity Plan Series 55 - Scheme I Growth managed by Tata Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹59 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 0.31. 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.

Fund Managers

Akhil Mittal

Mr. Akhil is a commerce graduate and has also done MBA (Finance). He has more than 7 years of experience in Fixed Income Markets, Interest Rates and Treasury Management. Prior to this he has worked with Principal PNB as Fund Manager - Fixed Income, Edelweiss Securities Ltd. as Senior Manager - Corporate Treasury and with Rallis India Ltd. as Asst. Manager - Corporate Treasury.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak FMP Series - 304 Growth0123 CR0.1
Tata Fixed Maturity Plan Series 55 - Scheme I Growth058 CR0.31
Fund Name1Y3Y
This FundKotak FMP Series - 304 Growth6.066926.724
This FundTata Fixed Maturity Plan Series 55 - Scheme I Growth4.081726.7428

Tata Fixed Maturity Plan Series 55 - Scheme I Growth FAQs

Tata Fixed Maturity Plan Series 55 - Scheme I 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 I Growth is 0.31. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Fixed Maturity Plan Series 55 - Scheme I Growth’s fund performance is as follows:
  • 1 Month : 0.26%
  • 6 Months : 1.74%
  • 1 Year : 4.08%
  • 3 Years : 8.22%
Returns of Tata Fixed Maturity Plan Series 55 - Scheme I Growth are updated daily based on NAV of ₹ 12.6886 as on Sep 28,2021. Since inception, the return has been 26.74%.

You can invest in Tata Fixed Maturity Plan Series 55 - Scheme I 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 I Growth is ₹59 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Fixed Maturity Plan Series 55 - Scheme I Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.