Reliance Tax Saver (ELSS) Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 9495.54
Expense Ratio
1.31%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 236256
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
56.397
(-1.09 %)
NAV as on 2019-01-18
Returns
Fund
Reliance Tax Saver (ELSS) Fund Direct Plan
1 Year
-22.03%
3 Year
11.06%
5 Year
17.96%
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
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
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth.
• Investment in equity and equity related securities.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,626
Portfolio Value
-374
Total Returns