MFIDCW

Reliance Top 200 Fund - Institutional Plan - Dividend

Large Cap FundEquity - Large Cap FundBenchmark: BSE 200
NAV · 10 Dec 2012₹13.54-0.18%
AUM₹54.1k Crfrom this fund's primary plan
Expense Ratio2.06%
CAGR
Exit Load1% on or Before 1Y, Nil After 1Y
Min SIP₹100from this fund's primary plan
Launched2007

Investment Objective

The primary objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest and lowest market capitalization of BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Fund Mandate

Debt & MMI0%–35%
Fund Managers
AK
Ashwani Kumar
Fund Manager
Key Information
2.06%
₹100from this fund's primary plan
₹5,00,00,000
1% on or Before 1Y, Nil After 1Y
Nil
Inception09 Aug 2007
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.18%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.06%
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