Reliance Tax Saver Fund - PowerPoint PPT Presentation

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Reliance Tax Saver Fund

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It covers an overview on Reliance Tax Saver Fund, Benefits of ELSS Mutual Funds, Fund Details, Where Does Reliance Tax Saver Fund Invest, its Sector Allocation, Reliance Tax Saver Fund Top Holdings, Fund Manager and Performance Analysis. – PowerPoint PPT presentation

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Title: Reliance Tax Saver Fund


1
Reliance Tax Saver Fund
  • Tax Saving From a Diversified Equity Portfolio

2
What is Reliance Tax Saver Fund?
  • It is an Equity Linked Savings Scheme (ELSS)
    which allows investors to reduce tax liability
    and earn capital appreciation on the invested
    amount.
  • ELSS mutual funds allow investors to reduce
    taxable income by up to Rs 1.5 lac every
    financial year under section 80C.
  • The amount invested in Reliance Tax Saver Fund is
    directly deducted from taxable income.
  • A maximum of Rs 46,800 can be saved on tax
    liability every year.
  • It is handled by a professional fund manager who
    invests the corpus of the fund in equity
    instruments.
  • It has a lock-in Period of 3 years.

3
Benefits of ELSS Mutual Funds
Monthly Investment Reduce Risk and Simplifies Tax
Saving
Lowest lock-in Period Among all the 80C
Instruments
Investments are Handled by Professional Fund
Manager
Investment are Convenient and Transparent
No Entry or Exit Load and Lower Expense Ratio
Highest Long Term Returns Among 80C Tools
4
Reliance Tax Saver Fund - Fund Details
Category Equity ELSS
Assets Rs 10,720 crore (As on Apr 30, 2019)
Expense 2.10 (As on Apr 30, 2019)
Fund House Reliance Mutual Fund
Launch Date 21-Sep-05
Benchmark SP BSE 100 TRI
Exit Load () 0
5
Where Does it Invest?
  • Reliance Tax Saver Fund invests in a diversified
    portfolio of equity instruments.
  • It has a high risk portfolio due to higher
    allocation in the small-cap category.
  • The investment style is a blend of growth and
    value investing.
  • The fund manager is overweight on Auto and
    Engineering sector and is underweight on
    financial sector.
  • Top down approach is used for stock picking after
    detailed analysis of every stock.

6
Sector Allocation
7
Reliance Tax Saver Fund Top Holdings
Company Sector Assets
State Bank of India Financial 7.29
Tata Steel Metals 6.18
Tata Motors Automobile 5.04
ICICI Bank Financial 4.86
ABB Engineering 4.6
Honeywell Automation Engineering 4.55
ITC FMCG 4.5
Infosys Technology 4.42
TVS Motor Co. Automobile 4
Reliance Industries Energy 3.51
8
Fund Manager
Mr Ashwani Kumar Sr Fund Manager Reliance Mutual
Fund (B.Sc MBA Finance)
  • Mr Kumar has been single handedly managing the
    investments of Reliance Tax Saver Fund since the
    launch of the scheme in August 2005.
  • He has significant experience in the asset
    management business and was previously associated
    with Zurich AMC.

9
Performance Analysis
YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 6.02 2.8 13.98 0.42 9.55 10.97 15.46
SP BSE 100 TRI 8.45 1.59 9.99 10.84 14.95 11.69 12.39
Category 6.66 2.24 9.89 3.43 12.88 13.07 13.73
  • Reliance Tax Saver Fund has outperformed
    benchmark and category average several times
    since inception.
  • The returns have been volatile for short tenure
    but the long term gains have been better than
    most of the peers.
  • It has a high risk factor and must be chosen by
    investors with high risk appetite.

10
Enhance your tax saving strategy with superior
returns!
Disclaimer The information and suggestions of
the funds in the presentation are for informative
purpose only. The facts and figures in the
presentation are as per the sources which include
ValueResearch and Moneycontrol as on 15-5-2019.
Mutual fund investments are subject to market
risk. Read all the scheme related documents
carefully.
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