Reliance Short Term Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Short Term
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 10745.73
Expense Ratio
0.37%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 244843
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
34.5912
(0.09 %)
NAV as on 2018-11-14
Returns
Fund
Reliance Short Term Fund - Direct Plan
1 Year
4.51%
3 Year
7.31%
5 Year
8.68%
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
Moderately Low
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 aims to generate stable returns for investors with a short-term investment horizon by investing in fixed income securities of a short-term maturity.
Suitability
This product is suitable for investors who are seeking
• Income over short term.
• Investment in debt and money market instruments, with the scheme would have maximum weighted average duration between 0.75-2.75 years
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,079
Portfolio Value
79
Total Returns