Reliance Tax Saver (ELSS) Fund (Equity, Equity Elss)

Moderately High
14 yrs 2 monthsStarted on:21 Sep 2005
₹ 9826.57 Cras on: 18 Oct 2019
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Exit Load

Entry load - NIL; Exit load - NIL, Lock in period is 3 years from the date of subscription.

Scheme Documents

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TenureReturns (CAGR)
1 Month8.79
1 YR1.01
3 YR0.25

SIP Returns

TenureReturns (CAGR)
5 YR0.4
10 YR10.19


Company Name% Assets
ICICI Bank Ltd.7.15
State Bank of India6.96
Larsen & Toubro Ltd.6.08
Tata Steel Ltd.5.61
ABB Ltd.5.14
Honeywell Automation India Ltd.4.75
TVS Motor Co. Ltd.4.48
Siemens Ltd.3.89
Hindustan Petroleum Corpn. Ltd.3.56
Tata Motors Ltd.3.55

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio85
Standard Deviation17.6%

Ashwani Kumar

Mr. Kumar is a B.Sc and MBA in Finance.
Prior to joining Reliance Mutual Fund he has worked with Zurich Asset Management Co. Ltd.