Tata Fixed Maturity Plan Series 56 - Scheme B Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Fixed Maturity Plan Series 56 - Scheme B Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹35 Cr

Lock In Period

N/A

Expense Ratio

0.47

Exit Load

Nil

Benchmark

CRISIL Medium Term Debt Index

Tata Fixed Maturity Plan Series 56 - Scheme B Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.23-1.584.54
6M1.980.6012.55
1Y5.002.7016.20
3Y7.509.2136.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-09-30
View allocation % by
No Data Found
No Data Found

About Fund Tata Fixed Maturity Plan Series 56 - Scheme B Growth

Tata Fixed Maturity Plan Series 56 - Scheme B Growth managed by Tata Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹35 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 0.47. 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
Tata Fixed Maturity Plan Series 56 - Scheme B Growth035 CR0.47
Fund Name1Y3Y
This FundTata Fixed Maturity Plan Series 56 - Scheme B Growth4.999724.2159

Tata Fixed Maturity Plan Series 56 - Scheme B Growth FAQs

Tata Fixed Maturity Plan Series 56 - 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 56 - Scheme B Growth is 0.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Fixed Maturity Plan Series 56 - Scheme B Growth’s fund performance is as follows:
  • 1 Month : 0.23%
  • 6 Months : 1.98%
  • 1 Year : 5.00%
  • 3 Years : 7.50%
Returns of Tata Fixed Maturity Plan Series 56 - Scheme B Growth are updated daily based on NAV of ₹ 12.4473 as on Oct 06,2021. Since inception, the return has been 24.22%.

You can invest in Tata Fixed Maturity Plan Series 56 - 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 56 - Scheme B Growth is ₹35 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Fixed Maturity Plan Series 56 - Scheme B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.