MFGrowth

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

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 100
NAV · 06 Apr 2010₹10.00-67.85%
AUM₹56.3k Crfrom this fund's primary plan
Expense Ratio1.95%
CAGR
Exit Load1% on or Before 1Y, Nil After 1Y
Min SIP₹100from this fund's primary plan
Launched2007

Investment Objective

The primary investment objective of the scheme is to seek to generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity securities & equity-related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Fund Mandate

Debt0%–25%
Equity75%–100%
MMI0%–25%
Others0%–25%
Fund Managers
SR
Sailesh Raj Bhan
Fund Manager
Key Information
1.95%
₹100from this fund's primary plan
₹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-67.85%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.95%
1% on or Before 1Y, Nil After 1Y
Nil
₹100from this fund's primary plan
₹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