MFGrowth

Reliance Equity Fund - Institutional Plan - Growth Plan - Growth Option

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 06 Apr 2010₹10.00-32.55%
AUM₹1.2k Crfrom this fund's primary plan
Expense Ratio1.86%
CAGR
Exit Load1% on or Before 1Y, Nil After 1Y
Min SIP
Launched2007

Investment Objective

The scheme aims to generate capital appreciation and provide long-term growth opportunities by investing in equity & equity related securities of top 100 companies by market capitalization.

Fund Mandate

Debt0%–25%
Equity75%–100%
MMI0%–25%
Others0%–25%
Fund Managers
OK
Omprakash Kuckian
Fund Manager
Key Information
1.86%
₹5,00,00,000
1% on or Before 1Y, Nil After 1Y
Nil
Inception08 Aug 2007
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-32.55%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.86%
1% on or Before 1Y, Nil After 1Y
Nil
₹5,00,00,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme