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This Key Information Memorandum (KIM) provides details on the IDFC Fixed Maturity Plan Quarterly Series 71, including investment objectives, risk factors, and essential guidelines for potential investors.
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How to fill out IDFC Fixed Maturity Plan Quarterly Series 71 - Key Information Memorandum

01
Obtain the IDFC Fixed Maturity Plan Quarterly Series 71 - Key Information Memorandum (KIM) from the IDFC website or your financial advisor.
02
Read the introductory section carefully to understand the purpose of the Fixed Maturity Plan.
03
Analyze the investment objective and note the expected investment horizon.
04
Review the risk factors mentioned in the KIM to assess your risk tolerance.
05
Fill in your personal details such as name, address, and contact information in the application form.
06
Provide necessary KYC (Know Your Customer) documents as required.
07
Choose the investment amount you wish to invest and select the payment method.
08
Sign the declaration section to confirm that you have understood the terms and conditions.
09
Submit the completed application form along with the required KYC documents to your financial advisor or IDFC branch.
10
Keep a copy of the submitted form for your records.

Who needs IDFC Fixed Maturity Plan Quarterly Series 71 - Key Information Memorandum?

01
Investors looking for a fixed-income investment option with a set tenure.
02
Individuals seeking to park their funds for a specific period with predictable returns.
03
Retirees or conservative investors wanting to minimize risk while maintaining liquidity.
04
Financial advisors who need to provide clients with structured investment options.
05
Institutional investors looking for short to medium-term fixed maturity products.
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People Also Ask about

Therefore, if you are looking for investments with relatively predictable returns on maturity, FMPs can be a suitable option. Looking at the nearly predictable returns offered by the FMPs, it can be said that they have a lesser exposure to interest rate risk.
Best Fixed Maturity Plans India NameAUM (Cr)Minimum SIP (Rs) Bandhan FTP-179-3652D 334.47 0 Nippon India FHF-XLI-8-3654D 62.78 0 SBI FMP-1-3668D 46.71 0 SBI FMP-6-3668D 33.79 06 more rows
The big picture: The overall outlook for bonds in 2025 is notably positive. We anticipate an era where interest rates remain above inflation, helping investors achieve success in fixed income. Yields are attractive compared with those observed since the 2008 global financial crisis.
Fixed maturity products are designed to be held to maturity and investors should be prepared to remain invested for the term of the fund. Normally, to help protect remaining investors in the portfolio, there is a fee applied to any investor who redeems before the maturity date.
Tax Efficiency: FMPs are more tax-efficient than FDs, especially if held for more than three years. The gains from FMPs are taxed as long-term capital gains (LTCG) with the benefit of indexation, which can significantly reduce the tax liability. Liquidity: FMPs are less liquid as they can only be redeemed at maturity.
A fixed maturity bond fund is like a "bond basket" designed to behave similarly to a time deposit—but with higher yield potential. Here's what investors need to know about it. Grace Qu. April 16, 2025.

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IDFC Fixed Maturity Plan Quarterly Series 71 - Key Information Memorandum is a document that outlines essential details, features, investment objectives, and risks associated with the fixed maturity plan offered by IDFC.
The fund house, IDFC Asset Management Company, is required to file the IDFC Fixed Maturity Plan Quarterly Series 71 - Key Information Memorandum with the appropriate regulatory authorities.
To fill out the IDFC Fixed Maturity Plan Quarterly Series 71 - Key Information Memorandum, one must provide accurate information regarding the investment objectives, terms of the plan, and any financial disclosures as specified in the template provided by the regulatory authority.
The purpose of the IDFC Fixed Maturity Plan Quarterly Series 71 - Key Information Memorandum is to provide potential investors with crucial information to help them make informed investment decisions regarding the fixed maturity plan.
The IDFC Fixed Maturity Plan Quarterly Series 71 - Key Information Memorandum must report information such as the investment strategy, risk factors, fees and expenses, benchmark performance, and the duration of the investment period.
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