Reliance Index Fund - Sensex Plan Direct Plan
Scheme Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 11.36
Expense Ratio
0.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 236256
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
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):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 0.25% if redeemed within 7 days
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 the scheme is to replicate the composition of the Sensex, with a view to generate returns that are commensurate with the performance of the Sensex, subject to tracking errors.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth.
• Investment in equity and equity related securities and portfolios replicating the composition of Nifty, subject to tracking errors
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,110
Portfolio Value
₹110
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.