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Reliance Tax Saver (ELSS) Fund-Growth

Ranked 6 out of 65 in - India over 12 months
All calculations are in USD unless stated

Managed by

Ashwani Kumar

Indian-born Ashwani Kumar is a fund manager at Reliance Capital Asset Management Ltd based in Mumbai. He has been with the firm since 2003 and was previously a senior research analyst at Zurich Asset Management Co Ltd from where he started in 1993. He currently manages the Reliance Tax Fund dealing in Indian equities using a growth investment style. Ashwani graduated from the University of Poona with an MBA in Finance, and outside of work he is a cricket fan.

Objective

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

Showing fund performance in Bahrain View performance globally

Performance

India over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 21.3% 5.9% 2.8%
2016 1.6% -5.9% 6.2% 8.9% -6.7%
2015 -7.4% 5.2% -8.0% -9.6% 5.9%
2014 79.3% 16.0% 33.7% 6.6% 8.4%
2013 -8.3% -12.5% -6.5% -10.5% 25.2%
2012 41.6% 31.4% -9.5% 16.4% 2.2%
2011 -36.2% -5.0% -0.8% -16.1% -19.4%
2010 27.5% 6.6% 2.6% 21.0% -3.6%
2009 90.6% -6.7% 54.2% 16.7% 13.6%
2008 -61.5% -34.4% -19.0% -8.8% -20.5%
2007 59.9% -8.2% 23.2% 16.3% 21.6%
2006 36.8% 22.9% -21.3% 17.7% 20.1%
2005 5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date22/09/2005
  • Share Class size59,046Mn
  • Base currencyINR
  • ISIN INF204K01GK4

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).