Sundaram Fixed Term Plan AJ-FMP NFO review

January 1, 2011 by · 3 Comments 

Sundaram Mutual Fund has launched a new FMP NFO- The Sundaram Fixed Term Series AJ

sundaram mutual fundSundaram Mutual Fund has reiterated its focus on fixed maturity plans by launching a new fund offer (NFO) in the FMP category called the Sundaram Fixed Term Series AJ. The liquidity issues and the tax benefits are driving mutual funds to launch new FMP NFOs every day

Open and closing dates for Sundaram Mutual Fund Fixed Term Series AJ FMP NFO


    Open and close dates

  • Open dates for Sundaram Mutual Fund Fixed Term Series AJ – 27 December
  • Close dates for Sundaram Mutual Fund Fixed Term Series AJ – 7 January

Sundaram Mutual Fund Fixed Term Series AJ – Tenure

The tenure of Sundaram Mutual Fund Fixed Term series AJ is 24 months. What this means is that this fixed maturity plan will qualify for 2 years indexation benefits for tax purposes.

Final review – Sundaram Mutual Fund Fixed Term Series AJ


It is difficult to predict interest rates over the next 2 years and hence its quite tough to give a call on whether Sundaram Mutual Fund Fixed Term Series AJ is a good bet, since it implies locking in your capital for over 2 years. However, if you are looking at the option of investing in an FD instead of this FMP, and do not definitely need the capital for 2 years, it is recommended to invest in this FMP. (Read FMP vs FDs for tax benefits for more details)

Download the Sundaram Mutual Fund Fixed Term Series AJ application form here

Birla Sunlife Mutual Fund has launched a new FMP – Fixed Term Plan Series CK

December 30, 2010 by · Leave a Comment 

Another FMP from Birla Sunlife Mutual Fund- Fixed Term Plan Series CK

birla mutual fundBirla Sunlife Mutual Fund seems quite committed to launching new Fixed Maturity Plans of varied maturities. Fixed Term Plan Series CK is yet another FMP NFO in that category

Open and closing dates for Birla Sunlife Mutual Fund Fixed Term Plan Series CK

    Birla Sunlife Mutual Fund Fixed Term Plan Series CK

  • Open date of Fixed Term Plan Series CK NFO issue : 30 December 2010
  • Close date of Fixed Term Plan Series CK NFO issue : 6 January 2011

Birla Sunlife Mutual Fund Fixed Term Plan Series CK – maturity period of this FMP


The maturity period of Fixed Term Plan Series CK is 368 days. This means that the FMP will qualify for single indexation tax benefits

The final review- Birla Sunlife Fixed Term Plan Series CK

While Fixed Term Plan Series CK qualifies for single year indexation benefits for taxes, some may like to wait for other FMPs to be launched particularly at the end of the calendar year, that may allow for double indexation tax benefits

Application form for Birla Sunlife Fixed Term Series CK

ICICI Prudential Fixed Maturity Plan (FMP) Series 53 – 18 Months Plan A

December 23, 2010 by · 6 Comments 

ICICI Prudential Fixed Maturity Plan Series 53 – 18 Months Plan A-Review

ICICI Prudential Mutual Fund has launched a new FMP – Series 53 18 Months Plan A. Due to the ongoing liquidity issues, this is another FMP among the spate of FMP issues that we are seeing in the market recently

Read more

Axis Mutual Fund FMP- Fixed Term Plan Series 2 (371 days)

March 20, 2010 by · Leave a Comment 

Axis Mutual Fund launches a new FMP- Fixed Term Plan Series 2

axis mutual fund fmpAxis Mutual Fund Fixed Term Plan Series 2 (371 days)

Axis Mutual Fund Fixed Term Plan Series 2- FMP Open and close dates

Open and close dates for Axis Mutual Fund FMP-Fixed Term Plan Series 2

  • Open date for Axis Mutual Fund FMP Fixed Term Series 2- 10 March 2010
  • Close date for Axis Mutual Fund FMP Fixed Term Series 2- 18 March 2010

Axis Mutual Fund Fixed Term Series 2 FMP Duration

Axis Mutual Fund Fixed Term Series 2 FMP has a maturity of 371 days


Should you invest in Axis Mutual Fund Fixed Term Series 2 FMP (Fixed Maturity Plan)?

Since Axis Mutual Fund Fixed Term Series 2 FMP will list in the last week of March, it will have double indexation benefits and the tax advantages work in the favour of this FMP.

  • 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

Franklin Templeton Fixed Tenure Fund – Series XIII – Plan A

December 30, 2009 by · 2 Comments 

franklin templeton india mf fmpFranklin Templeton Fixed Tenure Fund – Series XIII – Plan A- a new FMP from Franklin Templeton MF

Franklin Templeton Mutual fund has launched a new fixed maturity plan (FMP)

Franklin Templeton Fixed Tenure Fund Series X111 Plan A FMP-Open and close dates


The open and close dates for this FMP from Franklin Templeton Mutual Fund are 7 December 2009 and 20 January 2010

Maturity of FT Fixed Tenure Fund Series 13 Plan A

The maturity of this Fixed Maturity plan from Franklin Templeton Mutual Fund is 3 years

Entry and exit loads of Franklin Templeton Fixed Tenure Fund Series X111 Plan A

There is no entry load for this FT FMP, the exit load is obviously not applicable since there per new SEBI regulations, the FMP cannot be redeemed before maturity

The FMP is of course tradeable, but dont expect too much liquidity in the market

Recommendation for FT FMP Series 13 Plan A

Not a bad idea to invest in this Franklin Templeton FMP if you have money to spare right now, and avail indexation benefits for 3 years- but if you can wait for some time, you may get FMPs with better yields once the expected interest rate hike happens

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

October 30, 2009 by · 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 · 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 · 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 · 4 Comments 

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 · 4 Comments 

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

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