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Reliance Tax Saver Fund - Investment Details

This presentation 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.

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Reliance Tax Saver Fund - Investment Details

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  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

  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

  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 • 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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