Reliance Income Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Income
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 376.98
Expense Ratio
0.81%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 244843
Min Subscription
₹ 25000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
59.2977
(-0.08 %)
NAV as on 2018-11-15
Returns
Fund
Reliance Income Fund - Direct Plan
1 Year
3.42%
3 Year
7.19%
5 Year
8.78%
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
Moderate
Exit Load
Exit load of 0.25% if redeemed within 15 days
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 capital appreciation of the portfolio and optimal returns consistent with moderate risk. The scheme will predominantly invest in debt instruments, while money market investment can also go up to 50 per cent.
Suitability
This product is suitable for investors who are seeking
• Income over long term.
• Investment in debt and money market instruments.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,060
Portfolio Value
60
Total Returns