- Mutual Funds
- TATA Mutual Fund
- Tata Fixed Maturity Plan Series 55 Scheme D (Growth)
Tata Fixed Maturity Plan Series 55 Scheme D (Growth)
₹ 12.4115
NAV (Jul 26)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.4115
NAV (Jul 26)
Fund Returns
Last 1Y | 3.9% |
Last 3Y | 7.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.4% |
6 Month CAGR | 1.8% |
Scheme Information
The investment objective of the scheme is to generate income and / or capital appreciation by investing in Fixed Income Instruments having maturity in line with the maturity of the scheme. The maturity of all investments shall be equal to or less than the maturity of the scheme. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Expense Ratio | 0 |
Launched (6y ago) | Jul 23, 2018 |
AUM in Crores | 63.931 |
ISIN | INF277K017J8 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium Term Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Fixed Maturity Plan Series 55 Scheme D (Growth) | 8,76,332 | 1,43,720 | 7.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Short Term Funds
| Fund Name | Fund Size |
|---|
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.8% | 12.8% | ||
30.8% | 25.1% | ||
20.7% | 18.3% | ||
5.8% | 6.7% | ||
5.1% | 4.7% |
Tata Fixed Maturity Plan Series 55 Scheme D (G) Review
Tata Fixed Maturity Plan Series 55 Scheme D (G) is a Short Term Short Term fund and has delivered an annualised return of 7.4% over a period of 5 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is null.
Nav of Tata Fixed Maturity Plan Series 55 Scheme D (G) as of 7/26/2021 is ₹12.41 with the total AUM as of 4/16/2024 is ₹63.931. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Fixed Maturity Plan Series 55 Scheme D (G) was launched on Jul 23, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Tata Fixed Maturity Plan Series 55 Scheme D (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Tata Fixed Maturity Plan Series 55 Scheme D (G)?
How to invest in Tata Fixed Maturity Plan Series 55 Scheme D (G)?
You can invest in Tata Fixed Maturity Plan Series 55 Scheme D (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Fixed Maturity Plan Series 55 Scheme D (G)?
The minimum sip amount for Tata Fixed Maturity Plan Series 55 Scheme D (G) is ₹0. You can invest in multiples of ₹5000.
Is Tata Fixed Maturity Plan Series 55 Scheme D (G) good to invest in?
As per Scripbox experts, Tata Fixed Maturity Plan Series 55 Scheme D (G) is a Not Reviewed Yet fund. You can investTata Fixed Maturity Plan Series 55 Scheme D (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Fixed Maturity Plan Series 55 Scheme D (G)?
The expense ratio of the Tata Fixed Maturity Plan Series 55 Scheme D (G) is % for regular plan.