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A Reliance Capital companyConfidential Slide
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A Reliance Capital companyConfidential Slide
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A Reliance Capital companyConfidential Slide
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A Reliance Capital companyConfidential Slide
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A Reliance Capital companyConfidential Slide
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A Reliance Capital companyConfidential Slide
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A Reliance Capital companyConfidential Slide
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A Reliance Capital companyConfidential Slide
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A Reliance Capital companyConfidential Slide
Smart Investment Strategy
Invest Short Term & Idle Money in Liquid Fund
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A Reliance Capital companyConfidential Slide
Overview
Your objectives while deciding your investment options could be
- Principal Conservation
- Liquidity
- Market linked returns
A Liquid Fund is a product which could help you meet your investment
objective.
Liquid Funds are fixed income funds ideal for investors with a short-term
investment horizon and relatively low risk appetite.
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A Reliance Capital companyConfidential Slide
Benefits of Investing in Liquid Funds
Diversification:
- Investor’s money is spread across different securities and companies,
depending upon the scheme’s investment objective. This diversified exposure
helps reduce risk.
Professional Management:
- Portfolios are managed by highly qualified and experienced professionals.
Economies of Scale:
- The expenses charged by the AMC get distributed over a large investor base.
Transparency:
- Portfolios are published on a monthly basis in the factsheet.
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A Reliance Capital companyConfidential Slide
Benefits of Investing in Liquid Funds (contd.)
Operational benefits:
Easy liquidity:
- Redemptions from Liquid Funds are on T+1 basis with certain pre-conditions
No Lock-In Period:
- Liquid Funds can be used even for overnight investments.
No charges:
- Liquid Funds do not have any entry or exit loads, hence investors are free to
redeem money at any point of time during the business hours.
Weekend Parking:
- Liquid funds declare NAV on Sundays and therefore enable investors to earn
money over the weekend, instead of keeping it idle.
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A Reliance Capital companyConfidential Slide
Asset Class & Risk Profile
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Asset class Risk Profile
Money Market Securities Credit Risk Price Risk
Treasury Bills NIL Nil Low
Reverse-Repo Low Low Nil
Call Money & CBLO Low Low Nil
CPs and CDs Low Low Low
Corporate Debt
Short Term NCDs Low to medium Low to medium
Floating Rate Securities Low to medium Low to medium
Structured debt Low to medium Low to medium
Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
A Reliance Capital companyConfidential Slide
Positioning of Fixed Income Schemes of
Reliance Mutual Funds
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A Reliance Capital companyConfidential Slide 48
Categories RMF Schemes Investors' Profile Minimum Application Amount
Money Market Funds (Liquid Funds)
Reliance Liquidity FundMeant for short term cash management for
corporates & is suitable investors with investment horizon between 1 day to 1 month.
Rs. 5 Crore & in multiples of Re 1 thereafter, would be considered at the scheme level per investor (including all folios)
Reliance Liquid Fund – Treasury Plan
Meant for short term cash management & is suitable investors with investment horizon
between 1 day to 1 month.
Retail Plan: Rs. 5,000 and in multiples of Re. 1 thereafter; Institutional Plan: Rs. 1Crore and in multiples of Re. 1 thereafter
Reliance Liquid Fund – Cash Plan Suitable to park very short term investment
surplus for a duration ranging from a day to a month
Rs. 5,000 and in multiples of Re. 1 thereafter
Ultra Short Term Funds
Reliance Money Manager Fund Suitable for investors with investment between 1
week to 1 month. For Retail Plan – Rs. 5,000 and in multiples of Re 1 thereafter, For Institutional
Plan - Rs 1 crore and in multiples of Re 1 thereafter
Reliance Medium Term Fund Suitable for investors with an investment horizon
of 1 month or moreRs. 5,000 & in multiples of Re. 1 thereafter
Reliance Floating Rate Fund – Short Term Plan
Suitable for investors with minimum 3 months holding period
Rs. 5000 and in multiples of Re 1 thereafter
Short Term Funds
Reliance Dynamic Bond Fund Suitable for investors with minimum 6 months
holding periodRs. 5000 and in multiples of Re 1 thereafter
Reliance Short Term Fund Suitable for investors with short to medium term
investment horizon of 6 – 9 months medium appetite for risk
Rs. 5,000 and in multiples of Re. 1 thereafter
Long Term Funds
Reliance Regular Savings Fund -Debt Option
Suitable for investors with 1-2 years holding period
Retail Plan: Rs.500 per option & in multiples of Re. 1 thereafter Institutional Plan:Rs. 25lacs per option & in multiples of Re. 1 thereafter
Reliance Income Fund Suitable for investors with medium to longer term
investment horizon of 12 months and more and medium to high appetite for risk
For Growth Plan (Growth & Bonus Option): Rs. 5,000 & in multiples of Re. 1 thereafter; Monthly Dividend option: Rs 25,000 & in multiples of Re. 1 thereafter; Quarterly Dividend option: Rs 10,000 & in multiples of Re. 1 thereafter; Half Yearly Dividend option: Rs 5,000 & in multiples of Re. 1
thereafter; Annual Dividend option: Rs 5,000 & in multiples of Re. 1 thereafter
Reliance Gilt Securities FundSuitable for investors with an investment horizon of 12 months and longer who have a positive view
on falling interest rates.
Retail: Rs. 10,000 Institutional Plan: Rs. 1 crore & in multiples of Re. 1 thereafter
Monthly Income Plans Reliance Monthly Income Plan Suitable for investors with 2 years holding periodFor Growth option; Rs. 10,000 and in multiples of Re. 1 thereafter; Monthly Dividend option: Rs 25,000 and in multiples of Re. 1 thereafter; Quarterly
Dividend option: Rs 10,000 and in multiples of Re. 1 thereafter
A Reliance Capital companyConfidential Slide
Positioning of Equity Schemes of Reliance
Mutual Funds
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Categories RMF Schemes Positioning within the Category Investment Philosophy Minimum Application Amount
Index
Reliance Index Fund - Nifty Plan
A Conservative Large Cap Oriented Index Linked Fund
Passively managed fund which aims to mirror S&P CNX Nifty so as to commensurate with the performance of the underlying Index, subject to
tracking errors.
Rs.5,000/- and in multiple of Re.1 thereafter per plan per option.
Reliance Index Fund - Sensex Plan
A Conservative Large Cap Oriented Index Linked Fund
Passively managed fund which aims to mirror BSE SENSEX so as to commensurate with the
performance of the underlying Index, subject to tracking errors.
Rs.5, 000/- and in multiple of Re.1 thereafter for both plans.
DiversifiedLarge Cap
Reliance Top 200 FundA Conservative Large-cap Oriented
Fund
The Scheme will invest in equity or equity related instruments of companies whose market
capitalization is within the range of highest & lowest market capitalization of BSE 200 Index.
Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs.5 crore & in multiples of Re 1
thereafter
Reliance NRI Equity Fund A Conservative Large-cap Oriented
Fund
An exclusive offering for NRIs having a large cap oriented portfolio with focus on stable
companies Rs. 5000 & in multiples of Re 1 thereafter
Reliance Equity Fund A Moderate Large-cap Oriented
FundLarge-cap Fund that aims to capitalise on long
and short opportunities
Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter Institutional Plan: Rs. 5 crore & in multiples of Re 1
thereafter
Reliance Vision FundA Moderate Large-cap Oriented
FundLarge-cap fund with a small exposure to mid cap
stocks
Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs. 5 crore & in multiples of Re 1
thereafter
Reliance Quant Plus FundA Moderate Large-cap Oriented
FundActively managed Quant based fund focusing on
constituents of S&P CNX Nifty Index
Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter Institutional Plan: Rs. 5 crore & in multiples of Re 1
thereafter
BalancedReliance Regular Savings Fund
- Balanced OptionA Conservative Large & Mid cap
Oriented Fund
A hybrid equity oriented portfolio focusing on well managed, high quality large cap stocks as
well as mid cap stocksRs. 500 & in multiples of Re. 1
Diversified Multi Cap
Reliance Equity Opportunities Fund
A Moderate Multi cap Oriented Fund
Multi-cap, trend based with the flexibility to be overweight in a particular sector or market caps depending on the potential & opportunities as
they arise.
Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs. 5 crore & in multiples of Re 1
thereafter
Reliance Regular Savings Fund - Equity Option
An Aggressive Multi cap Oriented Fund
An aggressive multi cap oriented portfolio Rs. 500 & in multiples of Re.1 thereafter
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Categories RMF SchemesPositioning within the
CategoryInvestment Philosophy Minimum Application Amount
Diversified Mid Cap & Small Cap
Reliance Growth Fund
A Moderate Mid cap Oriented Fund
Mid-cap Fund with small exposure to large cap stocksRetail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs. 5 crore &
in multiples of Re 1 thereafter
Reliance Long Term Equity
Fund
An Aggressive Mid-cap and small-cap Oriented Fund
Poised to Take Benefits of Opportunities in Mid Caps and Small Caps
Rs. 5,000/- and in multiples of Re. 1 thereafter under each plan
Reliance Small Cap Fund
A Very Aggressive small-cap oriented fund
A relatively high risk/high return oriented fund which shall predominantly invest in small cap companies/stocks with an
objective to maximize the returns and at the same time trying to minimize the risk by reasonable diversification. Small Cap stocks for the purpose of the Fund, are stocks whose market capitalization is in between the highest and lowest market capitalization of companies on BSE Small Cap Index at the
time of investment.
Rs. 5,000 and in multiples of Re. 1 thereafter
Diversified Theme Based
Reliance Infrastructure
Fund
A Moderate Multi cap Oriented Fund
The fund aims to invest in companies operating & listed in India engaged in infrastructure & infrastructure related
activities. It follows a multi cap strategy with a medium to long term investment horizon
Retail Plan: Rs. 5000 and in multiples of Re.1 thereafter Institutional Plan: Rs. 5
crore and in multiples of Re.1 thereafter
Reliance Natural
Resources Fund
An Aggressive Large Cap Oriented Fund
Large cap oriented fund that allows the investor to participate in Indian and Global stocks of issuers in natural resources industries. The fund does not invest in natural
resources themselves.
Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter Institutional Plan: Rs. 5 crore & in
multiples of Re 1 thereafter
Sector
Reliance Banking Fund
A Moderate Multi cap Oriented Fund
The fund aims to generate consistent returns by investing in equity / equity related or fixed income securities of
companies belonging to the Banking Sector. The fund follows an active strategy of management with endeavor to generate
alpha and outperform the Banking Index.
Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs.5 crore &
in multiples of Re 1 thereafter
Reliance Diversified
Power Sector Fund
A Moderate Multi cap Oriented Fund
The fund focuses on companies related to power sector. It provides opportunity to diversify within the sector, with
focused approach and flexibility to invest in power distribution, transmission and generation related companies.
Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs.5 crore &
in multiples of Re 1 thereafter
Reliance Media &
Entertainment Fund
A Moderate Multi cap Oriented Fund
A sector specific fund which focuses on investing in companies related to media & entertainment sector.
Rs 5000 & in multiples of Re. 1
Reliance Pharma Fund
A Moderate Multi cap Oriented Fund
A dynamic asset allocation sector fund which aims to generate consistent returns by investing in all important
segments of the pharmaceutical industry.Rs. 5000 & in multiples of Re.1 thereafter
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Categories RMF SchemesPositioning within the
CategoryInvestment Philosophy Minimum Application Amount
Tax SaverReliance Tax Saver (ELSS)
FundAn Aggressive Large cap Mid
Cap Oriented Fund
The fund is an open ended equity linked savings scheme which gives dual advantage
of tax savings & growth potential. It is a large cap orientated fund which aims to have a mix of minimum 50% exposure to
top 100 companies by market capitalization and high quality mid cap companies
Rs. 500 & in multiples of Rs. 500 thereafter
ArbitrageReliance Arbitrage Advantage Fund
A Conservative Arbitrage Fund
The fund aims to generate income through arbitrage opportunities arising out of pricing
mismatch in a security between cash and derivative segment and with derivatives segment along with investments in debt
securities and money market instruments.
Rs. 5,000 and in multiples of Re. 1 thereafter
A Reliance Capital companyConfidential Slide
Coordinating Team
Registration
- Contact your Relationship Manager
Post Registration - Operations:
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A Reliance Capital companyConfidential Slide
Disclaimer
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Mutual Fund Investments are subject to market risks,
read all scheme related documents carefully.