Reliance Low Duration Fund Bonus+0.04%

4Groww
6.85%
1 Year Return
Debt
Low Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Reliance Low Duration Fund Bonus

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.65%
NAV1523.4 (23 Aug 2019)
Fund Started20 Mar 2007
Fund Size3,974 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Low Duration Fund Bonus
6.8%
6.9%
7.6%
8.1%
Category Average
3.3%
5.7%
6.7%
-
Rank within category
14
13
10
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk-adjusted returns are higher compared to the category
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Indian Receivable TrustFinancialZCB6.6%
    Embassy Office Parks REITConstructionNCD6.5%
    India Grid TrustEngineeringNCD5.0%
    Panchshil Corporate Park Pvt. Ltd.TechnologyDebenture4.1%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.8%
    Shriram City Union Finance Ltd.FinancialDebenture3.7%
    Uttar Pradesh Power Corporation LtdEngineeringBonds3.6%
    Magma Fincorp Ltd.FinancialZCB3.2%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.2%
    KKR India Financial Services Pvt Ltd.FinancialDebenture3.2%
    See All

    Fund Managers

    addAmit Tripathi
    Education
    Mr. Tripathi is a B.Com (H) and PGDM.
    Experience
    Prior to joining Reliance Mutual Fund he has worked with New India Assurance Co. Ltd, Sun Invest Associates Ltd and CFS Financial Services Pvt. Ltd.
    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 Low Duration Fund Bonus is a Debt Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 20 Mar 2007. Amit Tripathi, Anju Chajjer is the Current Fund Manager of Reliance Low Duration Fund Bonus.The fund currently has an Asset Under Management(AUM) of ₹3,974 Cr and the Latest NAV as of 23 Aug 2019 is ₹1523.4.

    The Reliance Low Duration Fund Bonus is rated Moderately Low risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹100
    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
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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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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