Reliance Natural Resources Fund

Reliance Natural Resources Fund is managed by Mr. Ashwani Kumar. The primary objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in companies principally engaged in the discovery, development, production, or distribution of natural resources. The scheme’s performance has been pathetic in comparison to other funds in this category. If you have already invested in this scheme, exit to invest in a better performing fund in this category.

Where does Reliance Natural Resources Fund invest your money?

Reliance Natural Resources Fund is a diversified equity sector fund which means majority of your money will be invested in stocks of large medium and small sized companies engaged in Natural Resources. 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 54.05% exposure to large sized companies and 21% exposure to medium sized companies while 25% 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 Natural Resources Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in February 2008, your value of investments would have sadly dropped to Rs 91,496. The performance has not been similar to other funds in this category. It has been giving around -1.6% returns for those who have stayed invested since inception.  

Assume you had invested Rs 10,000 every month in Reliance Natural Resources Fund through SIP since inception today you would just have around Rs 6.01 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 No exit load applies for units withdrawn post one year.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 Natural Resources Fund is 2.35%. 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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