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Tuesday, February 17, 2009

FMP(Fixed Maturity Plan) Vs FD(Fixed Deposits)

FMPs are great investment options in times of volatility. FMPs primarily invest in fixed return investments like government bonds and money market instruments which are very short-term fixed return investments.

FMPs are not open ended funds that allows you to exit so invest money you are sure you don't need.

The volatility is reduced because these products invest in instruments upto maturity so that returns are predictable.

FMPs are better than FDs when it comes to tax savings. Interest earned in FDs are taxed at personal interest rates. In FMP there is no personal Taxes there is only dividend declaration Tax to be given by fund house which is at 14.5 % so effective post - tax return is higher in FMP considering similar returns to start with. FMPs also have the benefit of Indexing when kept for more than year to gain long term capital gains.



FMPs might not give higher returns than FDs often but they do tell you the indicative returns at the time of NFO(New fund offer)

It is also different that income fund which doesnot have fixed tenure. Given fixed tenure helps fund manager to invest in instruments having similar maturity period.

Maturity periods can vary from 30,90,141,180 or even an year.

4 comments:

Unknown said...

hi,

pls help me with the latest NFO's were i can invest and get such returns mentioned above.

regds
Saurabh

Mahitosh said...

There are good FMPs by
ICICI Prudential Mutual Fund and Fidelity
You can view new NFOs at
http://money.rediff.com/money/jsp/nfo_home.jsp

Nexpider said...

Fixed Deposit is the safest channel to deposit money. It allows us to deposit money for a fixed period and in return.

PolicyWala said...

Excellent Article. Keep it Up!

 
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