Reliance Infrastructure Fund

Reliance Infrastructure Fund is been merged with Reliance Diversified Power Sector Fund effective from September 7, 2013. 

Where does Reliance Infrastructure Fund invest your money?

Reliance Infrastructure Fund is a diversified equity sector fund which means majority of your money will be invested in stocks of large medium and small sized infrastructure companies. Large cap companies tend to be stable compared to mid cap and small cap companies, while mid cap companies give kicker returns. Presently it has 36.28% exposure to large sized companies and 16% exposure to medium sized companies while 43.44% exposure to small sized companies.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Reliance Infrastructure Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in July 2009, your value of investments would have sadly dropped to Rs 66,292. The performance has not been similar to other funds in this category. It has been giving around -12.38% returns for those who have stayed invested since inception.  

Assume you had invested Rs 10,000 every month in Reliance Infrastructure Fund through SIP since inception today you would just have around Rs 3.27 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Reliance Infrastructure Fund is 2.66%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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