Reliance Equity Hybrid Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 13592.60
Expense Ratio
0.84%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 244843
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
55.996
(0.23 %)
NAV as on 2018-11-14
Returns
Fund
Reliance Equity Hybrid Fund - Direct Plan
1 Year
-1.02%
3 Year
10.93%
5 Year
17.21%
AMC Details
amc launch date
Launch Date
30 Jun 1995
amc sponsor
Sponsor
NA
amc email
Email
customer_care@reliancemutual.com
amc phone
Phone
022 - 33031000
amc address
Address
Reliance Centre, 7th Floor South Wing, OFf Western Express Highway, Santacruz East Mumbai 400055
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
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 scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,982
Portfolio Value
-18
Total Returns