Get the free HDFC Fixed Maturity Plans - Series XVII

This document serves as an application form for the HDFC Fixed Maturity Plans - Series XVII, allowing investors to apply for units during the New Fund Offer period.

How to fill out hdfc fixed maturity plans

How to fill out HDFC Fixed Maturity Plans - Series XVII

1. Gather necessary documentation such as identity proof, PAN card, and address proof.
2. Visit the HDFC Mutual Fund website or the nearest HDFC branch.
3. Locate the Fixed Maturity Plans - Series XVII section.
4. Read the offer document to understand the investment strategy and terms.
5. Fill out the application form with personal and financial details.
6. Choose the investment amount you wish to invest within the minimum and maximum limits.
7. Select the mode of payment (e.g., cheque, online transfer).
8. Submit the completed application form along with the payment.
9. Receive the acknowledgement and keep it for future reference.

Who needs HDFC Fixed Maturity Plans - Series XVII?

1. Investors looking for a fixed income solution with a set maturity period.
2. Individuals who prefer a low-risk investment alternative.
3. Those seeking to diversify their investment portfolio with fixed maturity products.
4. Savvy investors wanting to hedge against market volatility over a specified timeframe.

People Also Ask about

How does a fixed maturity plan work?

How do FMPs work? FMPs invest in debt securities having maturities that correspond to the scheme's maturity date. These securities are held to maturity, thus there is no interest rate risk. Interest rate risk refers to variations in a scheme's NAV as a result of interest rate changes.

How is HDFC Life Sanchay fixed maturity plan?

HDFC Life Sanchay Fixed Maturity is one of many savings plans from HDFC Life Insurance. It is a non-linked, non-participating individual savings plan, meaning that the returns are independent of market fluctuations and does not include any kind of bonus or dividend declared from company profits.

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 are the benefits of HDFC Life maturity?

Advantages of a Term Insurance with Maturity Benefits While the nominee gets a death benefit if the policyholder dies during the policy, the money invested is not lost either if he survives. At the maturity of the policy, the total premium amount and bonus are paid to the policyholder as a consolidated amount.

Can I break my HDFC Life policy before maturity?

Surrender value allows policyholders to cancel their insurance policies before maturity and receive a partial refund of their premiums.

What is HDFC Life Fixed maturity Plan?

The “HDFC Life Sanchay Fixed Maturity Plan” from HDFC Life is a life insurance policy that offers assured returns in the form of a lump sum benefit to assist you in reaching your goals while also protecting the future of your loved ones in case of unforeseen circumstances.

Is FMP tax free?

The tax treatment of FMPs is similar to that of debt mutual funds: If you sell your FMP units within 3 years, the gains are treated as short-term capital gains (STCG) and taxed according to your applicable income tax slab.

For pdfFiller’s FAQs

What is HDFC Fixed Maturity Plans - Series XVII?

HDFC Fixed Maturity Plans - Series XVII is a type of close-ended debt mutual fund offered by HDFC Mutual Fund, which primarily invests in fixed-income securities to provide returns over a predetermined period.

Who is required to file HDFC Fixed Maturity Plans - Series XVII?

Investors who wish to participate in HDFC Fixed Maturity Plans - Series XVII need to fill out the application form and submit it along with the necessary documents required for investing in the fund.

How to fill out HDFC Fixed Maturity Plans - Series XVII?

To fill out the HDFC Fixed Maturity Plans - Series XVII application form, investors need to provide personal details, choose the investment amount, select the plan option, and submit identity and address proof as per the guidelines.

What is the purpose of HDFC Fixed Maturity Plans - Series XVII?

The purpose of HDFC Fixed Maturity Plans - Series XVII is to provide investors with a fixed return over a specified term, aiming for capital preservation and predictable returns through investments in debt securities.

What information must be reported on HDFC Fixed Maturity Plans - Series XVII?

Investors must report details such as investment amount, investor personal information, bank account details for transactions, tax implications, and any other relevant information as required by HDFC Mutual Fund.