Fixed Deposits are one of the safest investments to grow your wealth. They are secure financial instruments that offer guaranteed returns. If you are a conservative investor, who doesn’t want to take risks with mutual funds and equities, fixed deposits are the perfect choice for you.
At SBI (State Bank of India), the biggest public sector bank in the country, you can find a range of fixed deposit schemes. SBI offers different fixed-saving schemes to suit the requirements of different categories of customers. Here, in this guide, we list out the five distinctive types of FDs that you can open at SBI besides a regular FD, helping you find the right investment choice that works best for you.
5 Types of Fixed Deposit Schemes available at SBI
1.Tax-Saving FD
SBI's Tax-savings FD Scheme of 2006 offers tax benefits up to Rs. 1.5 lakhs under Section 80C of the ITA. Resident Indians or HUFs (Hindu Undivided Families) can avail of the benefits of this investment scheme, provided they have a valid PAN.
Key Features:
Features of Tax-Saving FD | |
Eligibility | Individuals (jointly or singly) HUFs |
Minimum Deposit | Rs. 1000 (in increasing multiples of 1000 after that) |
Maximum Deposit | Not exceeding Rs. 1.5 lakhs in a year |
Interest Rates | As applicable to term deposits of SBI |
Lock-in Period | 5 years |
Maximum Tenure | 10 years |
Premature Withdrawal | Not allowed before the end of the lock-in period |
Loan Facility | Not available |
Nomination Facility | Available |
Mode of Operation | Jointly (by two adults or one adult and a minor) or singly |
*Interest rates can be changed at the discretion of the bank.
2.Reinvestment Plan
In a regular fixed deposit account, the investor usually receives periodic interest payouts. On the other hand, in the reinvestment plan, the interest is paid only at the time of maturity. The interest accrued is added to the principal, and compound interest is calculated on the principal + interest.
Key Features:
Features of Reinvestment FD | |
Eligibility |
|
Minimum Deposit | Rs. 1000 (in increasing multiples of 1000 after that) |
Maximum Deposit | No upper limit |
Minimum Deposit Period | 6 months |
Maximum Deposit Period | 10 years |
Interest Rates | As applicable to term deposits of SBI with quarterly compounding |
Premature Withdrawal | Available
|
Loan Facility | Up to 90% of the principal |
Nomination Facility | Available |
Mode of holding | Jointly or Singly |
*Interest rates can be changed at the discretion of the bank
Additional Reading: SBI fixed deposit interest rates
3.MODS (Multi Option Deposit Scheme) .
Generally, in a fixed deposit scheme, the amount invested cannot be withdrawn until the end of the tenure. However, the MODS is a specific type of fixed deposit account that allows investors to withdraw funds in multiples of Rs. 1000 as per his/her requirements. The balance amount continues to earn interest rates applicable at the time of the initial deposit.
It can be opened either by a savings bank account holder or a current bank account holder. A MODS account can be opened either by visiting any SBI branch or online.
Key Features:
Features of MODS | |
Eligibility |
|
Minimum Deposit | Rs. 10,000 (in increasing multiples of Rs. 1000 after that) |
Maximum Deposit | No upper limit |
Minimum Deposit Period | 1 year |
Maximum Deposit Period | 5 years |
Interest Rates | As applicable to term deposits of SBI |
Premature Withdrawal | Available
|
Loan Facility | Available |
Nomination Facility | Available |
*Interest rates can be changed at the discretion of the bank.
4.Annuity Deposit Account
It's a type of fixed deposit account where the investor receives regular annuities. In this fixed deposit account, the investor deposits a one-time lump sum amount. The investor then gets the lump sum amount as EMIs (equated monthly installments). The EMI comprises parts of both the principal and as well the interest earned on the reducing principal amount. The interest is compounded quarterly and is discounted based on the monthly value.
Key Features:
Features of Annuity Deposit Account | |
Eligibility |
|
Minimum deposit amount | Rs. 25,000 |
Minimum monthly annuity | Rs. 1000 per month for the entire tenure |
Maximum Deposit | No upper limit |
Deposit Period | 36/60/84 or 120 months |
Annuity Payment Date | On the anniversary date on the month following the deposit month |
Interest Rates | As applicable to term deposits of SBI |
Premature Withdrawal | Permitted, only in the case of the depositor. Allowed for deposits worth up to Rs. 15 lakhs. Premature withdrawal penalty as per term deposits. |
Loan Facility | Up to 75% of the balance amount, loan/OD granted only in specific cases |
Nomination Facility | Available |
*Interest rates can be changed at the discretion of the bank.
5.Flexi Deposit Scheme
As the name implies, it’s a flexible deposit scheme. It’s a type of recurring deposit. However, instead of investing a fixed sum every month, you can deposit a variable deposit any number of times in a month.
Key Features:
Features of Flexi Deposit Scheme | |
Eligibility |
|
Minimum Deposit | Rs. 5,000 (minimum of Rs. 500 in one instance) |
Maximum Deposit | Rs. 50,000 in a fiscal year |
Minimum Deposit Period | 5 years |
Maximum Deposit Period | 7 years |
Penalty for not maintaining a minimum deposit | Rs. 50 per year |
Interest Rates | As applicable to term deposits of SBI |
Premature Withdrawal | Available
|
Loan Facility | Up to 90% of the principal amount |
Nomination Facility | Available |
*Interest rates can be changed at the discretion of the bank.
Use the SBI FD Calculator to determine the Maturity Amount
Use the SBI Fixed Deposit Calculator to determine how much you would be able to save using fixed deposits. Since the FD rates by SBI keeps on changing, using the calculator helps you get an accurate picture of the maturity amount as per prevailing interest rates.
To use this tool, all you have to do is provide the deposit amount and tenure. Once you provide these two details, the calculator calculates the maturity amount based on current interest rates.
EndNote
Invest in the Right FD from SBI and Grow your Wealth
If you want more features compared to a regular fixed deposit, you can choose any of these five special fixed deposit schemes from SBI. Opening an FD with SBI is quick and hassle-free. In most cases, you don't have to provide any additional documents since you have already submitted the required KYC documents to the bank. You can complete the procedure online or visit your nearest SBI bank branch to open an FD.
Additional Reading: 7 Tips on How to Invest in High Interest Fixed Deposits