Reliance Dual Advantage Fixed Tenure Fund IX Plan E Regular Growth+0.02%

3Groww
4.09%
1 Year Return
Debt
Marginal Equity
3.0 star
6M
1Y
3Y
All

Fund Details

Reliance Dual Advantage Fixed Tenure Fund IX Plan E Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.40%
NAV12.6 (20 Aug 2019)
Fund Started05 Aug 2016
Fund Size37 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Dual Advantage Fixed Tenure Fund IX Plan E Regular Growth
4.1%
8.0%
NA
7.8%
Category Average
3.9%
5.2%
3.8%
-
Rank within category
79
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.1% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

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    Fund Managers

    addSanjay Parekh
    Education
    Mr. Parekh is a B.Com (H) and Chartered Accountant.
    Experience
    Prior to joining Reliance Mutual Fund he has worked with ICICI Prudential MF, Ask Investments Managers, Prabhudas Lilladher, Sunidhi Consultancy Services, Insight Asset Management and Capital Market Magazine.
    Funds Managed
    addAnju Chhajer
    Education
    Ms. Chhajer is a B.Com (H) and a Chartered Accountant.
    Experience
    Prior to joining Reliance Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.
    Funds Managed

    Other Details

    Reliance Dual Advantage Fixed Tenure Fund IX Plan E Regular Growth is a Debt Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 05 Aug 2016. Sanjay Parekh, Anju Chajjer is the Current Fund Manager of Reliance Dual Advantage Fixed Tenure Fund IX Plan E Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹37 Cr and the Latest NAV as of 20 Aug 2019 is ₹12.6.

    The Reliance Dual Advantage Fixed Tenure Fund IX Plan E Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The Scheme seeks to generate returns and reduce interest rate volatility, through a portfolio of fixed income securities that are maturing on or before the maturity of the Scheme along with capital appreciation through equity exposure. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    Min for Second Investment
    Nil
    Exit Load

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    About Reliance Mutual Fund

    Address
    Corporate Office : Reliance Centre, 7th Floor South Wing, OFf Western Express Highway, Santacruz(E) Mumbai-400055
    Phone
    022-33031000/30301111
    Launch Date
    29 Jun 1995
    Reliance Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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