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This document provides key information about IDFC Fixed Term Plan Series - 27, aimed at investors seeking regular fixed income through debt/money market instruments with low risk.
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How to fill out idfc fixed term plan

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How to fill out IDFC Fixed Term Plan Series - 27

01
Visit the IDFC Mutual Fund website or your nearest IDFC bank branch.
02
Select the IDFC Fixed Term Plan Series - 27 from the list of available investment options.
03
Fill out the application form with your personal details such as name, address, and contact information.
04
Provide the required KYC (Know Your Customer) documents, which may include identification proof and address proof.
05
Choose the investment amount you wish to invest in the Fixed Term Plan.
06
Select the payment mode (cheque, online transfer, etc.) and make the payment.
07
Review the application and ensure all details are correct before submission.
08
Submit the completed application form along with the payment.
09
Receive a confirmation of your investment and keep the acknowledgment for your records.

Who needs IDFC Fixed Term Plan Series - 27?

01
Investors seeking a fixed return on their investment over a specified term.
02
Individuals looking for a low-risk investment option.
03
Retirement planners wanting to allocate funds in a secure fixed deposit-like product.
04
Investors preferring a short to medium-term investment horizon.
05
Those wanting to diversify their investment portfolio with fixed income options.
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People Also Ask about

Also known as 'fixed term annuities' these are plans which pay a guaranteed income for a specific period of time and at the end of the term there is a guaranteed amount paid pack into the plan.
Asset Allocation Scheme NameNAV(Rs./Unit)1Y Axis Fixed Term Plan Series 113 (1228 Days) Regular-Growth 11.87 8.04 DSP FMP Series 270 - 1144 Days Regular - Growth 11.97 7.88 SBI Fixed Maturity Plan - Series 45 (1840 Days) Regular - Growth 12.79 7.95 SBI Fixed Maturity Plan - Series 59 (1618 Days) Regular - Growth 12.33 7.921 more row
An FTF is an individual financial instrument that provides access to a variety of short-dated fixed-income investments, previously limited to major institutions. Each FTF provides investors with a clean pass-through exposure to a chosen underlying asset for a fixed term.
A Fixed Term Plan (FTP) is a fixed tenure mutual fund scheme, that invests its corpus in debt instruments maturing in line with the tenure of the scheme, which may vary between a few months to a few years.
These schemes invest in debt or money market instruments maturing on or before their maturity date. For example, if an FMP has a tenure of 3 years, then the fund manager will invest in securities with a maturity of 3 years, falling not later than the maturity date of that FMP.

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IDFC Fixed Term Plan Series - 27 is a closed-end debt mutual fund scheme offered by IDFC Mutual Fund that invests primarily in fixed-income securities. It typically aims to provide stable returns over a predetermined investment horizon.
Investors who participate in the IDFC Fixed Term Plan Series - 27 are required to file their investment details, including individual investors, institutions, and corporate entities that have invested in the fund.
To fill out the IDFC Fixed Term Plan Series - 27, investors need to provide personal information, investment amount, and complete the required KYC (Know Your Customer) documentation, following the guidelines set by IDFC Mutual Fund.
The purpose of IDFC Fixed Term Plan Series - 27 is to offer investors a fixed investment tenure with the potential for stable returns from high-quality debt instruments, while minimizing interest rate risk and volatility.
The information that must be reported on IDFC Fixed Term Plan Series - 27 includes details of the investor, the amount invested, the tenure of the investment, and any changes in account status or personal information during the investment period.
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