Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Average performance in the category
The scheme is ranked 3 in ELSS category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.3 | 5 |
| 3 mth | 2.4 | 9 |
| 6 mth | 0.2 | 36 |
| 1 year | 14.6 | 42 |
| 2 year | 7.5 | 12 |
| 3 year | 8.9 | 9 |
| 5 year | 9.6 | 3 |
# Moneycontrol Rank within 52 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -13.6 | - | - | - | - |
| 2012 | 26.1 | -1.7 | 9.8 | 4.9 | 46.1 |
| 2011 | -5.8 | -0.7 | -8.1 | -11.7 | -24.7 |
| 2010 | 2.0 | 5.2 | 17.9 | -5.4 | 21.5 |
| 2009 | -4.6 | 44.2 | 15.8 | -0.2 | 78.8 |
| 2008 | -33.9 | -12.9 | 3.1 | -17.7 | -52.8 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 2.3 | 2.4 | 0.2 | 14.6 | 7.5 | 8.9 | 9.6 |
| Category avg | 1.0 | 0.6 | 1.7 | 17.5 | 4.7 | 5.7 | 3.4 |
| Difference of Fund returns and Category returns | 1.3 | 1.8 | -1.5 | -2.9 | 2.8 | 3.2 | 6.2 |
| Best of category | 4.9 | 6.4 | 7.4 | 27.4 | 12.7 | 14.0 | 12.2 |
| Worst of category | -1.4 | -3.8 | -12.8 | -4.7 | -13.7 | -9.7 | -8.9 |
| Benchmark returns # | 1.5 | 2.2 | 6.0 | 21.8 | 4.9 | 5.6 | 3.6 |
| Difference of Fund returns and Benchmark returns | 0.8 | 0.2 | -5.8 | -7.2 | 2.6 | 3.3 | 6.0 |
Investment 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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Aug 23, 2005 |
| Benchmark | S&P BSE 100 |
| Asset Size (Rs cr) | 2,036.92 (Mar-30-2013) |
| Minimum Investment | Rs.500 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Ashwani Kumar / Viral Berawala View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | Kamala Mills Compound, Trade World, B-Wing, Senapati Bapat Marg, Lower Parel (W), Mumbai, 400013 |
|---|---|
| Tel. No. | 022-30994600 |
| Fax No. | 91 22 30414899 |
| response@reliancemutual.com | |
| Website | http://www.reliancemutual.com/ |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum Tax Gain (G) | Rank 3 |
4,578.79 | 2.0 | 3.4 | 18.7 | 7.0 | 5.2 |
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | -1.6 | 0.6 | 12.1 | 5.0 | 9.1 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 1.5 | 4.8 | 21.0 | 8.1 | 6.0 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 2.4 | 0.2 | 14.6 | 8.9 | 9.6 |
| L&T Tax Advantage (G) | Rank 3 |
1,166.81 | 1.6 | -0.6 | 16.9 | 7.7 | 9.3 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Eicher Motors | Automotive | 125.14 | 6.27 |
| SBI | Banking/Finance | 101.89 | 5.10 |
| Maruti Suzuki | Automotive | 100.68 | 5.04 |
| Larsen | Engineering | 91.19 | 4.57 |
| Sanofi India | Pharmaceuticals | 89.61 | 4.49 |
| TVS Motor | Automotive | 80.25 | 4.02 |
| Bharat Forge | Manufacturing | 76.87 | 3.85 |
| Divis Labs | Pharmaceuticals | 74.25 | 3.72 |
| Alstom T&D | Engineering | 63.75 | 3.19 |
| Bajaj Finance | Banking/Finance | 60.14 | 3.01 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Engineering | 22.55 | 22.55 | 17.15 |
| Automotive | 21.46 | 21.46 | 18.25 |
| Banking/Finance | 13.78 | 15.78 | 12.46 |
| Pharmaceuticals | 8.21 | 9.84 | 7.18 |
| Retail & Real Estate | 5.44 | 5.78 | 3.06 |
| Cement | 5.44 | 7.61 | 3.92 |
| Equity | 98.83 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.17 |
| Cash / Call | 1.00 |
| Holdings | (%) |
|---|---|
| Top 5 | 25.47 |
| Top 10 | 43.26 |
| Sector | (%) |
|---|---|
| Top 3 | 57.79 |
What IRDA's latest mandate on ULIPs mean
May 14, 2013 at 15:35 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links