Get the free Fixed Maturity Plan - Series 5 KIM.cdr

KEY INFORMATION MEMORANDUM (KIM) Come APPLICATION FORM BOI AXA FIXED MATURITY PLAN SERIES 5 (366 DAYS) (Close ended Income Scheme) Offer of Units of 10 each for cash (at par) during the New Fund Offer

How to fill out fixed maturity plan

How to fill out a fixed maturity plan:

1. Start by understanding the objectives of the fixed maturity plan. Determine whether you are looking to generate steady income or save for a specific financial goal.
2. Research and choose a suitable fixed maturity plan from different financial institutions or asset management companies. Consider factors such as the fund's historical performance, investment strategy, and risk profile.
3. Gather the necessary documents that are required to invest in a fixed maturity plan. This may include identity proof, address proof, and Know Your Customer (KYC) compliance documents.
4. Fill out the application form provided by the fund house or financial institution. Ensure that you provide accurate information while filling in your personal details, such as name, address, contact number, and PAN (Permanent Account Number).
5. Carefully read and understand the terms and conditions, investment objectives, and risks associated with the fixed maturity plan. If you have any doubts or questions, it is advisable to seek professional advice from a financial advisor.
6. Determine the investment amount you want to allocate to the fixed maturity plan. This can be based on your financial goals, risk appetite, and investment horizon. It is essential to consider your overall financial situation before making any investment decisions.
7. Choose the investment mode, which can include lump sum investment or systematic investment plan (SIP). SIP allows you to invest a fixed amount at regular intervals, providing the benefits of rupee cost averaging.
8. Review the charges and fees associated with the fixed maturity plan. These may include entry load, exit load, and expense ratio. Ensure that you understand these charges and factor them into your investment decision.
9. Submit the filled application form along with the required documents to the respective fund house or financial institution. You may need to visit their office, submit the documents physically, or utilize their online platform for a digital submission.
10. After submitting the application, make the investment payment through the acceptable modes. This can range from online banking, NEFT/RTGS, or checks/DDs in favor of the fund house. Ensure that you receive a confirmation of your investment from the fund house.

Who needs a fixed maturity plan?

1. Individuals who are looking for a fixed income investment option with a predefined maturity period may find a fixed maturity plan beneficial. It allows them to earn regular income in a disciplined manner.
2. Investors with a specific financial goal, such as funding their child's education or purchasing a house, can consider investing in a fixed maturity plan. The predefined maturity period helps align the investment with their targeted financial timeline.
3. Those who are risk-averse and prefer stable returns with relatively low volatility may find fixed maturity plans suitable. These plans invest in debt instruments, providing a shield against market fluctuations compared to equity-oriented investments.
4. Investors seeking diversification in their portfolio can consider including fixed maturity plans. These plans offer exposure to a diversified pool of debt instruments, including government securities, corporate bonds, and money market instruments.
5. Individuals who have a short to medium-term investment horizon can opt for fixed maturity plans. These plans typically have a maturity period ranging from a few months to a few years, making them suitable for specific financial goals in the near future.

Remember to always consult with a financial advisor or conduct thorough research before making any investment decisions to ensure that it aligns with your individual circumstances and financial goals.

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What is fixed maturity plan?

Fixed maturity plan is a type of mutual fund scheme with a fixed maturity date.

Who is required to file fixed maturity plan?

The fund house or mutual fund company is required to file fixed maturity plan.

How to fill out fixed maturity plan?

To fill out fixed maturity plan, one needs to provide all the required information about the fund including the assets, liabilities, income, and expenses.

What is the purpose of fixed maturity plan?

The purpose of fixed maturity plan is to provide investors with a investment option that matures on a fixed date and aims to generate returns over a specified period of time.

What information must be reported on fixed maturity plan?

Information such as assets under management, investment strategy, expenses, performance, and risks must be reported on fixed maturity plan.