InvestorQ : Can you throw light on performance of FMPs or fixed maturity plans?
Rutuja Nigam made post

Can you throw light on performance of FMPs or fixed maturity plans?

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Arti Chavan answered.
9 months ago
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These are closed ended funds where there is no free entry and exit.

Scheme Name

Benchmark

Return 1 Year (%) Regular

Return 1 Year (%) Direct

Return 1 Year (%) Benchmark

Return 3 Year (%) Regular

Return 3 Year (%) Direct

Return 3 Year (%) Benchmark

Return Since Launch Regular

Return Since Launch Direct

Return Since Launch Benchmark

Aditya Birla Sun Life Interval Income Quarterly Series I

CRISIL Liquid Fund Index

6.22

6.51

6.89

6.83

7.01

7.04

7.78

7.66

7.49

IDFC Yearly Interval-Series II

CRISIL Short-Term Bond Index

8.14

8.26

9.57

7.40

7.51

7.46

8.23

8.38

8.50

Nippon India Annual Interval Series I

CRISIL Short-Term Bond Index

7.58

7.69

9.57

7.24

7.36

7.46

8.34

7.95

8.16

Nippon India M Interval Series I

CRISIL Liquid Fund Index

6.49

6.60

6.89

6.70

6.81

7.04

7.68

7.68

7.52

Nippon India M Interval Series II

CRISIL Liquid Fund Index

6.46

6.51

6.89

6.63

6.84

7.04

7.69

14.65

7.51

Nippon India Q Interval Series I

CRISIL Liquid Fund Index

6.60

6.81

6.89

6.83

7.00

7.04

7.91

7.70

7.50

Nippon India Q Interval Series II

CRISIL Liquid Fund Index

6.80

7.01

6.89

7.29

7.43

7.04

8.14

8.16

7.47

Nippon India Q Interval Series III

CRISIL Liquid Fund Index

6.45

6.67

6.89

6.74

6.96

7.04

8.00

7.83

7.45

Nippon India Yearly Interval Fund Series I

CRISIL Short-Term Bond Index

8.09

8.17

9.57

7.38

7.48

7.46

8.14

8.22

8.48

UTI Annual Interval Fund Sr 1 Reg

CRISIL Low Duration Debt Index

-0.43

-0.33

8.67

4.70

4.80

7.70

7.68

7.02

7.69

UTI Annual Interval Fund Sr III Reg

CRISIL Low Duration Debt Index

5.29

5.40

8.67

6.29

6.40

7.70

7.97

7.49

7.74

UTI Annual Interval Fund Sr II Reg

CRISIL Low Duration Debt Index

5.63

5.73

8.67

6.51

6.61

7.70

8.13

7.85

7.74

UTI Annual Interval Fund Sr IV Reg

CRISIL Low Duration Debt Index

5.74

5.84

8.67

6.71

6.82

7.70

7.97

7.84

7.74

UTI Half Yearly Interval Fund Sr 1 Reg

CRISIL Liquid Fund Index

5.35

5.56

6.89

6.20

6.41

7.04

7.79

7.59

7.50

UTI Half Yearly Interval Fund Sr II Reg

CRISIL Liquid Fund Index

5.32

5.53

6.89

6.46

6.67

7.04

7.72

7.53

7.51

UTI M Interval Fund Sr 1 Ret

CRISIL Liquid Fund Index

5.35

5.56

6.89

6.12

6.33

7.04

7.77

7.58

7.44

UTI M Interval Fund Sr II Ret

CRISIL Liquid Fund Index

5.33

5.54

6.89

6.15

6.37

7.04

7.68

7.57

7.51

UTI Q Interval Fund Sr 1 Reg

CRISIL Liquid Fund Index

5.44

5.65

6.89

6.41

6.63

7.04

7.95

7.69

7.45

UTI Q Interval Fund Sr III Reg

CRISIL Liquid Fund Index

6.15

6.36

6.89

6.75

6.96

7.04

8.02

7.98

7.49

UTI Q Interval Fund Sr IV Reg

CRISIL Liquid Fund Index

5.33

5.54

6.89

6.17

6.38

7.04

7.76

7.63

7.51

UTI Q Interval Fund Sr VII Reg

CRISIL Liquid Fund Index

5.36

5.57

6.89

6.12

6.33

7.04

7.86

7.64

7.48

UTI Q Interval Fund Sr VI Reg

CRISIL Liquid Fund Index

6.37

6.58

6.89

6.75

6.97

7.04

7.95

7.96

7.50

UTI Q Interval Fund Sr V Reg

CRISIL Liquid Fund Index

5.51

5.72

6.89

6.53

6.74

7.04

7.79

7.86

7.51

These FMPs match maturities and that is the big advantage for conservative investors.
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