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Reliance Tax Saver Fund - Direct Plan Dividend Plan - Dividend Payout Option

Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.33% As on (31-08-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 10,546.38 Cr As on (31-08-2018)
Turn over: 85%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 100 TRI 9.07%

PERFORMANCE of Reliance Tax Saver Fund - Direct Plan Dividend Plan - Dividend Payout Option

Scheme Performance (%)

Data as on - 15-10-2018

Yearly Performance (%)

Fund Managers

Mr. Ashwani Kumar

Mr. Kumar is a B.Sc and MBA in Finance. Prior to joining Reliance Mutual Fund he has worked with Zurich Asset Management Co. Ltd.

Investment Objective

The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

RETURNS CALCULATOR for Reliance Tax Saver Fund - Direct Plan Dividend Plan - Dividend Payout Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Reliance Tax Saver Fund - Direct Plan Dividend Plan - Dividend Payout Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Tax Saver Fund - Direct Plan Dividend Plan - Dividend Payout Option 16.65 0.9 5.54 1.02 - -
Equity: ELSS

PEER COMPARISION of Reliance Tax Saver Fund - Direct Plan Dividend Plan - Dividend Payout Option

Period
Data as on - 15-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Reliance Tax Saver Fund - Direct Plan Dividend Plan - Dividend Payout Option

Asset Allocation (%)

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