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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 4.9 | 7 |
| 3 mth | 6.6 | 3 |
| 6 mth | 6.6 | 9 |
| 1 year | 22.1 | 22 |
| 2 year | 7.6 | 14 |
| 3 year | 9.4 | 6 |
| 5 year | -0.8 | 35 |
# Moneycontrol Rank within 53 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -3.6 | - | - | - | - |
| 2012 | 8.2 | 1.1 | 7.4 | 1.4 | 20.0 |
| 2011 | -5.7 | -2.8 | -9.1 | 1.5 | -16.5 |
| 2010 | -3.8 | -6.4 | 19.0 | 2.0 | 10.9 |
| 2009 | 2.3 | 11.4 | 13.9 | 9.7 | 41.3 |
| 2008 | -16.3 | -15.5 | -8.9 | -19.3 | -48.3 |
* 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 | 4.9 | 6.6 | 6.6 | 22.1 | 7.6 | 9.4 | -0.8 |
| Category avg | 3.7 | 2.3 | 4.1 | 20.7 | 5.2 | 5.3 | 3.3 |
| Difference of Fund returns and Category returns | 1.2 | 4.3 | 2.5 | 1.4 | 2.4 | 4.1 | -4.1 |
| Best of category | 7.0 | 7.0 | 9.9 | 31.1 | 13.0 | 13.5 | 12.0 |
| Worst of category | 1.1 | -2.1 | -10.2 | -2.0 | -13.3 | -10.1 | -9.0 |
| Benchmark returns # | 4.5 | 3.8 | 8.1 | 25.1 | 5.9 | 6.2 | 3.2 |
| Difference of Fund returns and Benchmark returns | 0.4 | 2.8 | -1.5 | -3.0 | 1.7 | 3.2 | -4.0 |
Investment Objective
To generate capital appreciation through investment in equity shares. The Scheme will seek to generate capital appreciation by investing in a passive portfolio of stocks selected from the industry leaders on the basis of a mathematical model.
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Feb 15, 2008 |
| Benchmark | S&P BSE 100 |
| Asset Size (Rs cr) | 7.31 (Mar-30-2013) |
| Minimum Investment | Rs.500 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Vetri Subramaniam View performance of schemes managed by the Fund Manager |
| Notes | Lotus India Mutual Fund renames as Religare Mutual Fund w.e.f. February 5, 2009. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | Exit Load: Nil, But, on redemption before maturity of the scheme, investors will be charged balance proportionate unamortized issue expenses on the applicable NAV. |
| Regd. Office | 3rd Floor, GYS Infinity, Paranjpe 'B' Scheme, Subhash Road, Vile Parle East, Mumbai, 400 021 |
|---|---|
| Tel. No. | 022-67310000 |
| Fax No. | 022-28371565 |
| mfservice@religare.com | |
| Website | http://www.religaremf.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum Tax Gain (G) | Rank 3 |
4,578.79 | 3.5 | 5.2 | 22.0 | 6.6 | 5.0 |
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | 0.4 | 3.5 | 15.8 | 5.1 | 9.1 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 3.5 | 7.1 | 25.3 | 7.8 | 5.9 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 4.4 | 3.1 | 17.8 | 8.8 | 9.7 |
| L&T Tax Advantage (G) | Rank 3 |
1,166.81 | 3.1 | 4.1 | 20.4 | 7.4 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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