Reliance Equity Hybrid Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 13039.0
Expense Ratio
1.06%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 236256
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
30 Jun 1995
Sponsor
NA
Email
customer_care@reliancemutual.com
Phone
022 - 33031000
Address
11th floor & 12th floor, One Indiabulls Centre, Tower 1,Jupiter Mills Compound,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment in equity and equity related instruments and fixed income instruments
Fund Analysis
The fund has been able to generate returns in line with its peers over a long run. It has invested in A rated securities with around 3 to 3.5 years average maturity showing its risk taking nature with a coupon rates higher than its peers.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,891
Portfolio Value
₹-109
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.