Sell Off,,nit Durgapur

Why Mutual Fund

Concept of a Mutual Fund •

A common pool of money into which investors place their contributions to be invested in accordance with a stated objective.

•

Ownership is proportionate to contribution made by one.

Advantages of Investing through Mutual Funds over Direct Investments

•

Professional management

•

Reduction/Diversification of Risk

•

Flexibility & Convenience

Reliance Mutual Fund

Diff. Mutual funds under Flagship of Reliance

• • • • •

Reliance Media & Entertainment Fund Reliance Pharma Fund Reliance Growth Fund Reliance Diversified Power Sector Fund Reliance Natural Resources Fund

Reliance Growth Fund

Features: • Open-ended equity scheme. • No exit load. • Invest 65-100% in Equity related instruments & upto 35% in Govt. bond and securities. • Attractive Return Period

CAGR

3 Years

4.39

5 Years

22.22

Return since inception

24.76

Comparative Chart of Some Mutual Funds

NAV

Last 5 Year %

Since Inception

Reliance Growth

196.01

22.22

24.76

ICICI Pru FMCG

29.86

21.98

11.59

Sundaram BNP Paribas Taxsaver

21.46

21.75

13.08

SBI Magnum Multiplier

38.38

21.35

9.88

HDFC Taxsaver

90.99

18.19

21.72

Birla Sunlife Buy India Fund

17.49

17.46

6.28

HDFC Top 200

85.62

17.44

19.38

SBI Magnum Global Fund 94

19.77

17.2

6.73

Scheme Name

Benefits

• • • •

Safe Investment. Less Risks. Better returns. One can start an investment with min. Rs. 5000.

Investor Rights to Services •

Annual holding statements and transaction statements to be sent to investors

•

Dividend Warrants to be dispatched within 30 days of dividend declaration by MF

•

Mandatory portfolio disclosure for 6 months period to unit holders within 1 month

Thank You