Reliance Tax Saver (ELSS) Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 9545.47
Expense Ratio
1.21%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 244843
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
56.3202
(0.54 %)
NAV as on 2018-11-14
Returns
Fund
Reliance Tax Saver (ELSS) Fund - Direct Plan
1 Year
-17.07%
3 Year
7.64%
5 Year
19.9%
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 aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
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
5,708
Portfolio Value
-292
Total Returns