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This document provides key information about the Tata Fixed Maturity Plan Series 26 Scheme B, including its investment objectives, terms, conditions, and operational details.
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How to fill out tata fixed maturity plan

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How to fill out Tata Fixed Maturity Plan Series 26 Scheme B

01
Gather necessary documents including identity proof, address proof, and bank details.
02
Visit the official Tata Mutual Fund website or an authorized distributor.
03
Select the Tata Fixed Maturity Plan Series 26 Scheme B from the list of available schemes.
04
Fill out the application form with required personal details such as name, age, and contact information.
05
Choose the investment amount and select the mode of investment (lump sum or SIP).
06
Provide the bank information for transactions related to the investment.
07
Review the terms and conditions of the scheme, ensuring understanding of the lock-in period and maturity date.
08
Submit the application form along with the necessary documents, either online or in person.

Who needs Tata Fixed Maturity Plan Series 26 Scheme B?

01
Investors looking for fixed income and capital protection.
02
Individuals planning for short to medium-term financial goals.
03
Risk-averse investors who prefer predictable returns.
04
Those wanting to invest for a fixed duration with no liquidity requirement until maturity.
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People Also Ask about

FMPs primarily put money into fixed income securities like government bonds, corporate bonds and commercial papers. These investments are chosen to mature with time, as the FMP itself ensures there's cash on hand to pay out investors when the plan reaches maturity.
Tata MF Top Rated Funds Tata Retirement Savings Fund Progressive Plan Direct-Growth. Tata Retirement Savings Fund Moderate Plan Direct-Growth. Tata Large Cap Direct Plan-Growth. Tata Large & Mid Cap Fund Direct Plan-Growth. Tata Ethical Direct Plan-Growth. Tata Balanced Advantage Fund Direct - Growth.
What is a Fixed Maturity Plan? 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. Ideal for investors with a tenure in mind.
Fixed Maturity Plans (FMPs) are closed-ended debt mutual funds with a predetermined maturity date. They operate on a fixed tenure and allow investors to invest only during the New Fund Offer (NFO) period. They primarily invest in debt securities such as government bonds, corporate bonds, and money market instruments.
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.
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.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 15.33% & 20.31%. The Tata Large Cap Fund comes under the Equity category of Tata Mutual Funds. Minimum Investment Amount: Lump sum minimum amount for Tata Large Cap Fund is ₹5,000 and for SIP, it is ₹100.
Investment Objective Tata AIA FundsAUM (In Crores)Benchmark Returns Rising India Fund ₹660.55 9.69% Small Cap Discovery Fund ₹1,464.63 24.31% Flexi Growth Fund ₹894.35 10.98%

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Tata Fixed Maturity Plan Series 26 Scheme B is a close-ended debt mutual fund that aims to provide investors with fixed returns over a specific investment horizon by investing primarily in fixed income securities.
Investors interested in participating in the scheme, including individual investors, institutions, and high net worth individuals, are required to file the necessary application forms for Tata Fixed Maturity Plan Series 26 Scheme B.
To fill out the application for Tata Fixed Maturity Plan Series 26 Scheme B, investors need to provide their personal details, including name, address, PAN, and bank account information, and specify the investment amount along with acknowledging the terms and conditions.
The purpose of Tata Fixed Maturity Plan Series 26 Scheme B is to provide investors with a predictable income stream through investments in high-quality debt instruments, aligning with their financial goals over a fixed time period.
Investors must report personal identification details, the investment amount, risk assessment, and also provide KYC (Know Your Customer) documentation as required by regulatory norms.
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