Get the free IDFC Fixed Maturity Plan Yearly Series - 67

This document provides key information about the IDFC Fixed Maturity Plan Yearly Series - 67, detailing the investment objectives, asset allocation, risk profile, and application processes for investors.

How to fill out idfc fixed maturity plan

How to fill out IDFC Fixed Maturity Plan Yearly Series - 67

1. Gather necessary documents such as proof of identity and address.
2. Choose the investment amount you wish to invest in IDFC Fixed Maturity Plan Yearly Series - 67.
3. Fill out the application form with your personal details including name, contact information, and investment details.
4. Select the preferred payment method (cheque, online transfer, etc.) and provide the necessary payment details.
5. Review the application for accuracy and completeness.
6. Submit the completed application form along with the payment to the designated IDFC office or online platform.
7. Keep a copy of the application and receipt for your records.

Who needs IDFC Fixed Maturity Plan Yearly Series - 67?

1. Investors looking for a fixed-income investment option.
2. Individuals looking for a low-risk investment with a predetermined maturity period.
3. Those seeking to diversify their investment portfolio.
4. Individuals planning for short to medium-term financial goals.

People Also Ask about

Is it good to invest in fixed maturity plan?

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.

Is it a good time to invest in fixed income?

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.

Which are the close-ended debt funds?

What are Closed-Ended Funds? A closed-ended fund is an equity or debt fund in which the fund house issues a fixed number of units at launch. Once the NFO (New Fund Offer) period ends, investors cannot purchase or redeem units of a closed-ended fund.

What type of fund is a fixed maturity plan?

Fixed maturity plans (FMPs) are a type of debt mutual fund that invest in fixed income securities such as bonds, certificates of deposit, commercial papers, etc. They have a fixed maturity date, which means they lock in your money for a specified period of time, ranging from a few months to a few years.

What is the fixed maturity period?

Fixed Maturity Plans (FMPs) are a type of fund which guarantee investors a set return, over a predetermined time frame. Unlike end funds, which allow ongoing investments and withdrawals, FMPs come with a fixed maturity date.

Is FMP better than FD?

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.

Which is the best fixed maturity plan?

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

Does debt capital have fixed maturity?

Debt fund securities have a fixed maturity date and pay a fixed rate of interest. So, debt funds can be relied upon to give a minimum rate of interest over a time period. Also, they rank very low on the riskometer. This secure nature of debt funds makes them an interesting component of a smart investor's portfolio.

What is the difference between FD and FMP?

Key differences between fixed deposits and fixed maturity plans: Return Assurance: FDs offer fixed returns, while FMPs provide market-linked returns. Taxation: FDs are taxed as per the investor's slab rate, while FMPs benefit from LTCG tax with indexation after three years.

What is a fixed maturity investment?

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.

For pdfFiller’s FAQs

What is IDFC Fixed Maturity Plan Yearly Series - 67?

IDFC Fixed Maturity Plan Yearly Series - 67 is a close-ended debt fund that aims to provide investors with fixed returns over a specific period of time. The fund invests in fixed income securities that mature within the fund's investment horizon.

Who is required to file IDFC Fixed Maturity Plan Yearly Series - 67?

Investors who wish to invest in the IDFC Fixed Maturity Plan Yearly Series - 67 are required to file for the scheme. This typically includes both individual and institutional investors looking for a fixed return investment.

How to fill out IDFC Fixed Maturity Plan Yearly Series - 67?

To fill out the IDFC Fixed Maturity Plan Yearly Series - 67 application, investors need to complete the application form with personal details, select the investment amount, and choose any additional options like dividend payouts if applicable. The completed form must be submitted along with the required documents.

What is the purpose of IDFC Fixed Maturity Plan Yearly Series - 67?

The purpose of IDFC Fixed Maturity Plan Yearly Series - 67 is to provide investors with a predictable return over a fixed tenure, primarily aiming to preserve capital while offering modest income through investments in debt instruments.

What information must be reported on IDFC Fixed Maturity Plan Yearly Series - 67?

The information that must be reported includes the investor's personal details, the amount invested, the payment method, the chosen plan options, and necessary KYC documents to comply with regulatory requirements.