Reliance Retirement Fund - Wealth Creation Scheme - Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 1261.88
Expense Ratio
1.79%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 244843
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
13.4743
(0.8 %)
NAV as on 2018-11-19
Returns
Fund
Reliance Retirement Fund - Wealth Creation Scheme - Direct Plan
1 Year
-4.33%
3 Year
10.04%
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):
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
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to provide capital appreciation and consistent income to the investors which will be in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities.
Suitability
This product is suitable for investors who are seeking
• Income over long term along with capital growth
• Investing primarily in equity & equity related instruments and balance in fixed income securities so as to help the investor in achieving the retirement goals
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,925
Portfolio Value
-75
Total Returns