Reliance Vision Bonus-1.60%

1Groww
-14.38%
1 Year Return
Equity
Large & Mid Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Reliance Vision Bonus

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.06%
NAV78.1 (22 Aug 2019)
Fund Started08 Oct 1995
Fund Size2,690 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Vision Bonus
-14.4%
0.6%
4.0%
17.4%
Category Average
-7.5%
6.6%
10.4%
-
Rank within category
15
21
17
-
*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 -14.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Honeywell Automation India Ltd.EngineeringEquity7.3%
    State Bank of IndiaFinancialEquity7.0%
    ICICI Bank Ltd.FinancialEquity5.7%
    Infosys Ltd.TechnologyEquity5.5%
    HDFC Bank Ltd.FinancialEquity3.9%
    Siemens Ltd.EngineeringEquity3.4%
    ABB Ltd.EngineeringEquity3.4%
    Larsen & Toubro Ltd.ConstructionEquity3.3%
    Tata Steel Ltd.MetalsEquity3.2%
    TVS Motor Co. Ltd.AutomobileEquity2.9%
    See All

    Fund Managers

    addMeenakshi Dawar
    Education
    Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.
    Experience
    Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.
    Funds Managed
    addSanjay Doshi
    Education
    ACA, MBA (Finance), Cleared CFA Level III
    Experience
    Has over 11 years of experience in capital market. Prior to joining Reliance Nippon AMC as Fund Manager - Equity, he was associated with RNLAM as Sr. Analyst Equity Investment (01-Feb-2011 to 01-Jan-2017), Macquarie Capital Securities (India) Pvt Ltd - Analyst Equity Research (Aug 2007 to Dec 2010), JP Morgan Services (India) Pvt Ltd - Associate Convertible Bonds Research (Sept 2005 to Jul 2007).
    Funds Managed

    Other Details

    Reliance Vision Bonus is a Equity Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 08 Oct 1995. Ashwani Kumar is the Current Fund Manager of Reliance Vision Bonus.The fund currently has an Asset Under Management(AUM) of ₹2,690 Cr and the Latest NAV as of 22 Aug 2019 is ₹78.1.

    The Reliance Vision Bonus is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The primary investment objective of the scheme is to achieve long term growth of capital investment in equity and equity related securities through a research based investment approach.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    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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