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This document provides key information regarding the IDFC Fixed Term Plan Series - 3, including details about the NFO dates, scheme objective, investment strategy, risk factors, and necessary investment
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How to fill out idfc fixed term plan
How to fill out IDFC Fixed Term Plan Series - 3
01
Visit the official IDFC Mutual Fund website or a financial institution offering IDFC Fixed Term Plan Series - 3.
02
Select the IDFC Fixed Term Plan Series - 3 from the available investment options.
03
Read and understand the scheme information document (SID) to grasp the investment objective, risks, and features.
04
Fill out the application form with necessary personal details such as name, address, and PAN number.
05
Choose the investment amount and select the payment mode (i.e., cheque, net banking, or other payment methods).
06
Submit the completed form along with the required KYC documents (identity proof, address proof, and a recent photograph).
07
Ensure to check for confirmation regarding the successful transaction through email or SMS.
Who needs IDFC Fixed Term Plan Series - 3?
01
Investors looking for a fixed investment option to safeguard their capital while earning moderate returns.
02
Individuals with a low risk appetite wanting to invest for a specific period.
03
Those seeking a systematic investment plan for financial goals like child education, marriage, or retirement planning.
04
Investors wanting to diversify their portfolio with fixed term plans.
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People Also Ask about
What is a fixed maturity plan?
Fixed Maturity Plan (FMP) is a tenure-specific mutual fund scheme that aligns its investments in debt instruments with the scheme's duration. Spanning from months to years, FMPs suit investors seeking predictable returns over a defined investment horizon.
What is a fixed term plan?
Fixed Term Plan means a plan where the Customer agrees to purchase the Services for the term specified on the Service Application Form and for which a termination charge applies in case of termination before said term.
What is Axis Fixed Term Plan Series 113 1228 days?
Peer Comparison Returns Type1 Month (%)1 Year (%) Scheme - AXIS FTP - Series 113 (1228 Days)-Reg (G) 0.49 7.9 Benchmark - CRISIL Medium Term Debt Index 0 0 Category Average - DEBT 0.37 7.79 Category Rank 6/5 8/5
What is a fixed term plan series?
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.
What is a fixed term mutual fund?
Fixed Maturity Plan (FMP) is a fixed tenure mutual fund scheme, that invests its corpus in debt instruments maturing in line with the tenure of the scheme. The tenure of an FMP can vary between a few months to a few years.
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What is IDFC Fixed Term Plan Series - 3?
IDFC Fixed Term Plan Series - 3 is a specific investment scheme offered by IDFC Mutual Fund, designed to provide investors with a fixed return over a predetermined time period.
Who is required to file IDFC Fixed Term Plan Series - 3?
Investors who have invested in the IDFC Fixed Term Plan Series - 3 are required to file any relevant documentation to ensure compliance with tax and investment regulations.
How to fill out IDFC Fixed Term Plan Series - 3?
To fill out IDFC Fixed Term Plan Series - 3, investors must complete an application form provided by IDFC, providing necessary personal and financial details as required.
What is the purpose of IDFC Fixed Term Plan Series - 3?
The purpose of IDFC Fixed Term Plan Series - 3 is to provide a safe and fixed investment option for investors looking for a defined maturity period and predictable returns.
What information must be reported on IDFC Fixed Term Plan Series - 3?
Investors must report personal identification details, investment amount, and any necessary tax information related to the returns from IDFC Fixed Term Plan Series - 3.
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