MF

Reliance Vision Fund - Institutional Plan - Bonus

Large & Mid CapEquity - Large & Mid Cap FundBenchmark: BSE 100
NAV · 06 Apr 2010₹10.00-96.02%
AUM₹7.9k Crfrom this fund's primary plan
Expense Ratio1.83%
CAGR
Exit Load1% on or Before 1Y, Nil After 1Y
Min SIP₹100from this fund's primary plan
Launched2007

Investment Objective

The fund seeks capital appreciation by investing in larger stocks with good fundamentals and good long-term prospects.

Fund Mandate

Debt0%–40%
Equity60%–100%
MMI0%–40%
Others0%–40%
Fund Managers
AK
Ashwani Kumar
Fund Manager
Key Information
1.83%
₹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-96.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.83%
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