Tata Fixed Maturity Plan Series 25 – Scheme C – Retail Investment Plan

October 30, 2009 by admin · 1 Comment 

Tata Fixed Maturity Plan Series 25 – Scheme C- new FMP new fund offer from Tata Mutual Fund

tata mutual fund fmpTata Mutual Fund launches a new Fixed Maturity Plan- Series 25 Scheme C, to cater to retail and institutional investors

Tata Fixed Maturity Plan Series 25- FMP Open and close dates

Open and close dates for Tata Fixed Maturity Plan Series 25

  • Open date for Tata MF Fixed Maturity Plan Series 25- 21 October 2009
  • Close date for Tata MF Fixed Maturity Plan Series 25 – 4 December 2009

Tata Mutual Fund Fixed Maturity Plan Series 25 FMP – Schemes

Tata Fixed Maturity Plan Series 25 FMP is offered in the following schemes


  • Retail Investment FMP Option- Minimum investment Rs 10000

  • High Investment FMP Option- Minimum investment Rs 25,00,000
  • Super high Investment FMP Option- Minimum investment Rs 1,00,000,000

Entry, exit loads for Tata Fixed Maturity Plan Series 25

There are no entry and exit loads for Tata Fixed Maturity Plan Series 25- The FMP will be listed and tradeable on the exchange

ICICI Prudential Fixed Maturity Plan Series 49 – 3 Years Plan B

October 30, 2009 by admin · Leave a Comment 

ICICI Prudential Mutal Fund has launched a new FMP-Fixed Maturity Plan Series 49 – 3 Years Plan B

icici mutual fund investments fmp
New Fixed Maturity Plan – ICICI Prudential FMP Series 49 3 Years Plan B


ICICI Prudential Fixed Maturity Plan Series 49 – 3 Year Plan B FMP: Open and close dates

  • Open date for ICICI FMP Series 49 Plan B: 20 October 2009
  • Close date for ICICI FMP Series 49 Plan B: 5 November 2009

ICICI Prudential FMP Series 49 Plan B- Maturity period

Maturity Period for ICICI Prudential Series 49 Plan B is 3 years

Entry Exit loads for ICICI Prudential FMP Series 49 Plan B

Per recent SEBI guidelines, there is no entry/exit load for ICICI Prudential FMP Series 49 Plan B. However, this fixed maturity plan will be listed and be freely tradeable on the exchange

Fortis India Mutual Fund Investments launched new FMP- Fixed Term Fund – Series 16 B

October 30, 2009 by admin · Leave a Comment 

Fortis Fixed Term Fund Series 16B – another fixed maturity plan (FMP) from Fortis India Mutual Fund Investments

fortis mutual fund investments fixed term fund
New Fixed Term Fund Series 16B from Fortis Mutual Fund Investments


Fortis Fixed Term Fund – Series 16 B FMP: Open and close dates

  • Open date for Fortis Fixed Term Fund – Series 16 B: 20 October 2009
  • Close date for Fortis Fixed Term Fund – Series 16 B: 3 November 2009

Fortis Fixed Term Fund – Series 16 B: Maturity Period – Fixed Maturity Plan

Maturity Period for the FMP from Fortis Investments is 18 months

Entry Exit loads for Fortis Fixed Term Fund – Series 16 B

Per recent SEBI guidelines, there is no entry/exit load for Fortis Fixed Term Fund – Series 16 B FMP

Franklin Templeton India FMP- Fixed Tenure Fund – Series XII Plan B (3 Year)

October 12, 2009 by Ganesh · Leave a Comment 

franklin templeton india mf fmpFranklin Templeton Mutual Funds India has launched a new close ended MF FMP New Fund Offer- Fixed Tenure Fund – Series XII Plan B (3 Year)

Fixed Tenure Fund – Series XII Plan B (3 Year) is the latest India MF FMP NFO from Franklin Templeton MF. This fixed maturity plan ( FMP ) offer from Franklin Templeton is the latest in the series of FMPs launched by Indian MFs

Franklin Templeton MF ’s Fixed Tenure Fund – Series XII Plan B (3 Year)- Start and End Dates

Fixed Tenure Fund – Series XII Plan B – new FMP new fund offer from Franklin Templeton has a start date of 7 Oct 2009 and an end date of 30 Oct 2009

Maturity Dates -Franklin Templeton MF ’s Fixed Tenure Fund – Series XII Plan B

Franklin Templeton MF ’s Fixed Tenure Fund – Series XII Plan B is a FMP with a maturity period of three years.

FTFTF – XII (Franklin Templeton MF ’s FMP -Fixed Tenure Fund – Series XII Plan B) – Entry and exit loads

Franklin Templeton MF FMP NFO-Fixed Tenure Fund – Series XII Plan B has zero entry and exit loads. The FMP FTFTF – XII will be listed on maturity

ICICI Prudential New India FMP-Fixed Maturity Plan Series 49 – 1 Year Plan C

October 12, 2009 by Ganesh · 1 Comment 

ICICI Prudential MF has launched a new FMP NFO in India-Fixed Maturity Plan Series 49 – 1 Year Plan C


icici prudential india fmpFixed Maturity Plan Series 49 – 1 Year Plan C is another FMP NFO as ICICI Prudential Mutual Fund joins the FMP bandwagon, by reviving its FMP NFO launches

Fixed Maturity Plan Series 49 – 1 Year Plan C from ICICI Prudential Mutual Fund- Start and end dates of the NFO

Start date of Fixed Maturity Plan Series 49 – 1 Year Plan C – 12 Oct 2009

End date of Fixed Maturity Plan Series 49 – 1 Year Plan C – 22 Oct 2009

Maturity of ICICI Prudential Mutual Fund FMP-Fixed Maturity Plan Series 49 Plan C

Fixed Maturity Plan Series 49 Plan C has a maturity of 1 year

Options for ICICI Prudential MF FMP-Fixed Maturity Plan Series 49 Plan C


ICICI Prudential FMP NFO-Fixed Maturity Plan Series 49 Plan C has 3 options

  • Retail plan for Fixed Maturity Plan Series 49 Plan C- Minimum Rs 5000
  • Institutional Plan I-Minimum 10 Lakh
  • Institutional Plan- Minimum 25 Lakh

No entry, exit loads for ICICI FMP Fixed Maturity Plan Series 49 Plan C

Keeping with SEBI rules, there are no entry and exit loads for this ICICI Prudential MF FMP-Fixed Maturity Plan Series 49 Plan C. The FMP will be listed on the stock exchange

HDFC 18M FMP October 2009

October 5, 2009 by admin · Leave a Comment 

New FMP NFO from HDFC Mutual Fund- 18M Oct 09

hdfc fmp 18m oct 2009Another fixed maturity plan from HDFC Mutual Fund. HDFC FMP October 2009 is targeted at retail investors interested in fixed income investment over a eighteen month horizon

HDFC 18M FMP Oct 09 – Options available in this fixed maturity plan

This FMP from HDFC Mutual Fund is meant for retail investors. The options available are

  • Dividend- Quarterly- HDFC MF will declare a quaterly dividend for this FMP option
  • Dividend – Annual-HDFC MF will declare an annual dividend for this FMP option
  • Growth Option- No intermediate dividends,the dividends will be reinvested for this FMP option

HDFC 18M FMP – Maturity period

The maturity period will be 18 months- investments will be made in fixed income securities in line with this maturity period

Where will HDFC 18M FMP invest in?

HDFC 18M FMP will invest in

  • Debt and Money Market Instruments (60-100% of HDFC FMP Oct 09 assets will be invested in these instruments

  • Govt securities and bonds (0-40% of HDFC MF FMP Oct 09 assets will be invested in Government bonds

Contact Us for HDFC MF 18M Oct 09 FMP forms at fixedmaturityplans.com

Fortis FTP – Series 16 – Plan A RP(QD), RP(DOM), RP(AD), RP(G) Fixed Maturity Plan

September 30, 2009 by admin · Leave a Comment 

Another fixed Maturity Plan from Fortis Investments – Fortis FTP – Series 16 – Plan A – Regular Plan

Fortis Investments has launched another Fixed Maturity Plan ( FMP ) , the Fortis FTP – Series 16 – Plan A - Regular Plan. This fixed maturity plan invests in fixed income securities maturing before the maturity date of the plan

Fortis FTP Series 16 – Plan A- Open and close dates

The Fortis FTP Series 16 – Plan A fixed maturity plan ( FMP ) has a open date of September 18 and a close date of October 15

Fortis FTP Series 16- Plan A- Maturity period

This fixed maturity plan (FMP) from Fortis Investments has a maturity period of 24 months

Variants of Fortis FTP Series 16-Plan A


Fortis FTP Series 16- Plan A fixed maturity plan from Fortis Investments comes in the following flavors

  • Growth Option- No dividend will be declared under this option
  • Dividend Option – This fixed maturity plan has the following flavors under the dividend category -Calendar Quarterly, Calendar Yearly and Dividend on Maturity

Forms for Fortis Investments Fixed Maturity Plan (FMP) FTP Series 16

Download Forms for Fortis Investments FTP Series 16 here

Fortis FTP – Sr-15 Plan B -FMP from Fortis Investments

September 30, 2009 by Ganesh · Leave a Comment 

Fortis FTP – Sr-15 Plan B – FMP for Institutional and retail investors from Fortis Mutual Fund

Fortis FTP Series 15 Plan B is an new FMP offering from Fortis Mutual Fund. This is another of the new FMP offerings from Indian Mutual Funds in recent times

Variants of Fortis FTP Sr-15 Plan B FMP


Fortis FTP Plan B Sr-15 B Fixed Maturity Plan is available in the following variants :


  • Fortis Fixed Term Plan Sr-15 Plan B RP(AD)- For retail investors only, Annual Dividend option


  • Fortis Fixed Term Plan Sr-15 Plan B RP(G)- For retail investors only, growth option

  • Fortis FTP Sr-15 Plan B RP(DOM)- For retail investors only, dividend on maturity option

  • Fortis FTP Sr-15 Plan B RP(QD) – For retail investors only, quarterly dividend

  • Fortis FTP Series-15 Plan B IP(AD)- For Institutional investors only, Annual Dividend option


  • Fortis FTP Series-15 Plan B IP(G)- For institutional investors only, growth option

  • Fortis FTP Series-15 Plan B IP(DOM)- For institutional investors only, dividend on maturity option

  • Fortis FTP Series-15 Plan B IP(QD) – For institutional investors only, quarterly dividend


Maturity period : Fortis FTP Series 15 Plan B FMP

The maturity period of the Fortis Sr 15 Plan B scheme is 368 days

Fortis FTP Series 15 Plan B Fixed Maturity Plan-Open and close dates

Open date Sep 7 2009 : Close date Oct 10 2009

Forms for Fortis FTP Series 15 Plan B

Download Fortis FTP Series 15 Plan B forms here

UTI Mutual Fund launches Fixed Term Series V Plan X- new FMP plan

December 24, 2008 by Ganesh · Leave a Comment 

UTI Mutual Fund’s new FMP IPO- Fixed Term Series V Plan X

UTI Mutual Fund FMPsUTI Mutual Fund has launched a new FMP IPO- Fixed Term Series Series V Plan X. This UTI MF FMP is another typical FMP that seeks to invest in debt securities maturing around the same time as the duration of the FMP

Open and close dates of UTI MF Fixed Term Series V Plan X


This MF from UTI Mutual Fund is open from 16 December 2008 to 9 January 2009


Duration of UTI MF Series V Plan X FMP


UTI MF FMP Series V Plan X has a maturity date of 12 months. Since interest rates are expected to fall in the next 12 months, this FMP from the UTI Fund family is an interesting bet for investors who are still keen on fixed maturity plans

Entry and exit loads- UTI MF Series V Plan X


In a bid to prevent premature redemptions, UTI MF has set a steep exit load of 3% for this FMP

UTI MF Fixed Term Series V Plan X- Formats

UTI MF Fixed Term Series V Plan X comes in the following formats :

  • Retail Growth FMP
  • Retail Dividend FMP
  • Institutional Growth FMP
  • Instutional Dividend FMP
  • SIP Growth FMP
  • SIP Dividend FMP
  • Series H 36 months ICICI Prudential S.M.A.R.T plan

    November 30, 2008 by Ganesh · Leave a Comment 

    ICICI Prudential S.M.A.R.T Series H 36 months IP (G),IP (D), RP (G). RP (D)

    icici prudential mutual fund fmpsICICI Prudential S.M.A.R.T Series H is a complicated debt instrument that invests in equity derivatives

    In short, ICICI Pru S.M.A.R.T are not the traditional FMPs that seek to invest mostly in Govt securities , and are far more complex debt instruments

    ICICI Prudential S.M.A.R.T Series H 36 month variants

    ICICI Pru S.M.A.R.T Series H comes in 4 variants

    • ICICI Pru S.M.A.R.T Series H 36 months RP(g)- the growth option for retail participants
    • ICICI Pru S.M.A.R.T 36 Months Series H RP(d)- the dividend option for retail participants
    • ICICI Pru S.M.A.R.T 36 Months Series H IP(d)- the dividend option for institutional participants
    • ICICI Pru S.M.A.R.T 15 Months Series H IP(G)- the growth option for institutional participants

    ICICI Pru S.M.A.R.T Series H 36 months FMP Maturity Period

    As the name indicates,this S.M.A.R.T Series E fixed maturity plan from ICICI Prudential Mutual Fund has a maturity period of 36 Months

    ICICI Pru S.M.A.R.T Series H 36 Months Series H- Opening and closing dates

    This ICICI Pru scheme has a opening date of 25/10/2008 and a closing date of 8/12/2008

    Should you invest in ICICI Prudential S.M.A.R.T Series H 36 months plan

    Points In favour of investing in ICICI Prudential S.M.A.R.T Series H 36 months FMP

    • If you are a financial wiz and you understand complex equity derivates and think the equty markets cannot go down further, investing in ICICI Pru Series H 36 months may not be bad
    • Points against investing in ICICI Pru S.M.A.R.T Series H 36 months plan

      • The ICICI Pru S.M.A.R.T Series H 36 months plan is based on complex equity derivatives. If you think derivatives are something you learned in math school, this ICICI Pru S.M.A.R.T plan is not for you.
      • The entry loads and exit loads for the ICICI Pru S.M.A.R.T Series H 36 Mth schemes are quite steep at 2.25% and 2% respectively for retail investors and has an entry and exit load of 0 and 3% for institutional investors
      • Retail investors who do not understand the complicated financial instruments used in schemes such as the ICICI S.M.A.R.T Series H 36 Months scheme are advised to be careful

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