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  • Tata Fixed Maturity Plan Series 55 Scheme E (Growth)
TATA Mutual Fund

Tata Fixed Maturity Plan Series 55 Scheme E (Growth)

DebtFixed Maturity Plan

11.6291

NAV (Jul 29)

5.2%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.6291

NAV (Jul 29)

Fund Returns

Last 1Y
8.7%
Last 3Y
5.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
5.1%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

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 27, 2018
AUM in Crores
112.764
ISIN
INF277K011K9
Lock-in
No Lock-in
Benchmark
CRISIL Medium Term Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
3.7
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Fixed Maturity Plan Series 55 Scheme E (Growth)70%8,30,002 97,3905.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2021-07-29

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,349 cr

₹ 14,455 cr

₹ 13,853 cr

₹ 12,072 cr

₹ 11,011 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 152,043 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.9%

12.9%

20.2%

17.8%

17.8%

16.4%

32.6%

15.7%

32.5%

15.7%

Tata Fixed Maturity Plan Series 55 Scheme E (G) Review

Tata Fixed Maturity Plan Series 55 Scheme E (G) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 5.1% 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 E (G) as of 7/29/2021 is ₹11.63 with the total AUM as of 3/29/2024 is ₹112.764. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Fixed Maturity Plan Series 55 Scheme E (G) was launched on Jul 27, 2018. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Tata Fixed Maturity Plan Series 55 Scheme E (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.

Tata Fixed Maturity Plan Series 55 Scheme E (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Term Debt TR INR.

Tata Fixed Maturity Plan Series 55 Scheme E (G) is rated as a 0 fund in Debt and delivered 8.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Fixed Maturity Plan Series 55 Scheme E (G).

Frequently Asked Questions

What is Tata Fixed Maturity Plan Series 55 Scheme E (G)?

Tata Fixed Maturity Plan Series 55 Scheme E (G) is a Fixed Maturity Plan Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Fixed Maturity Plan Series 55 Scheme E (G)?

You can invest in Tata Fixed Maturity Plan Series 55 Scheme E (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 E (G)?

The minimum sip amount for Tata Fixed Maturity Plan Series 55 Scheme E (G) is ₹0. You can invest in multiples of ₹5000.

Is Tata Fixed Maturity Plan Series 55 Scheme E (G) good to invest in?

As per Scripbox experts, Tata Fixed Maturity Plan Series 55 Scheme E (G) is a Not Reviewed Yet fund. You can investTata Fixed Maturity Plan Series 55 Scheme E (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 E (G)?

The expense ratio of the Tata Fixed Maturity Plan Series 55 Scheme E (G) is % for regular plan.