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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
— | 6.86 | 5.18 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
— | 6.89 | 4.86 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | — |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY Medium Duration Debt Index |
Fixed maturity plan funds are the debt funds. Investments in this funds can only be made during the new fund offering (NFO) as these funds are the close ended funds. They invest in debt instruments with the fixed maturity period.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC FMP-Sr 47-1269D-March 2023(IDCW) | 8.43% | — | 7.58% |
SBI FMP-41-1498D(IDCW) | 7.61% | 5.59% | 5.79% |
DSP FMP 267-1246D(IDCW) | 8.27% | — | 7.63% |
Kotak FMP-292-1735D(IDCW) | 8.45% | 5.89% | 5.95% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
93.60 %
Holdings
3.26 %
Holdings
3.05 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,56,800.48 Cr.
Anupam Joshi
AUM: ₹1,47,224.89 Cr.
|
Exp: 10yrs
P. G. Diploma in Business Management.
Mr. Anupam Joshi has over 10 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing. Prior to this he had worked with ICAP India Private Ltd as a Dealer. Prior to that he was dealer in Fixed income team at Asit C. Mehta Investment Intermediates Ltd.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%