Reliance Dual Advantage Fixed Tenure Fund III Plan C Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
7.45%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2019₹16.75
Min. SIP amountNot Supported
RatingNA
Fund size₹8.65Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.3%7.5%5.8%8.7%
Category average8.8%15.1%NANA
Rank with in category7781NA
Understand terms

Holdings (3)

NameSectorInstrumentAssets
Reliance Large Cap Fund Direct-Growth
FinancialMutual Fund24.86%
Aditya Birla Finance Ltd.
FinancialDebenture5.78%
IOT Utkal Energy Services Ltd.
EnergyDebenture5.68%

Expense ratio, exit load and tax

Expense ratio: 2.49%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sanjay Parekh
Jan 2017 - Present
View details

Education
Mr. Parekh is a B.Com (H) and Chartered Accountant.
Experience
Prior to joining Nippon India Mutual Fund he has worked with ICICI Prudential MF, Ask Investments Managers, Prabhudas Lilladher, Sunidhi Consultancy Services, Insight Asset Management and Capital Market Magazine.
Also manages these schemes

Anju Chhajer
May 2013 - Present
View details

Education
Ms. Chhajer is a B.Com (H) and a Chartered Accountant.
Experience
Prior to joining Nippon India Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg, Lower Parel (W), Mumbai 400013
Phone
NA
Launch Date
30 Jun 1995
E-mail
NA
Website
Reliance Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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