Reliance US Equity Opportunities Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
International
Benchmark Type
S&P 500
Scheme AUM (in Crs.)
₹ 16.59
Expense Ratio
1.78%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 244843
Min Subscription
₹ 5000
Min Addition Subscription
₹ 0
Performance
Comparison
Portfolio
Details
Analysis
14.6707
(-1.02 %)
NAV as on 2018-11-14
Returns
Fund
Reliance US Equity Opportunities Fund - Direct Plan
1 Year
19.47%
3 Year
14.68%
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):
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
High
Exit Load
Exit load of 1% if redeemed within 1 year.
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 long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the remaining in debt and money market securities in India.
Suitability
This product is suitable for investors who are seeking
• Long term capital growthInvestement in equity and equity related securirties of companied listed on recognized stock exchanges in the US.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,350
Portfolio Value
350
Total Returns