Why Mutual Fund

Concept of a Mutual Fund

• A common pool of money into which investors place their

contributions to be invested in accordance with a stated
objective.

• Ownership is proportionate to contribution made by one.

 Advantages of Investing through Mutual Funds over
Direct Investments

• Professional management

• Reduction/Diversification of Risk

• Flexibility & Convenience

Reliance Mutual Fund
Diff. Mutual funds under Flagship of Reliance

• Reliance Media & Entertainment Fund

• Reliance Pharma Fund
• Reliance Growth Fund
• Reliance Diversified Power Sector Fund
• Reliance Natural Resources Fund
 Reliance Growth Fund

Features:
• Open-ended equity scheme.
• No exit load.
• Invest 65-100% in Equity related instruments
& upto 35% in Govt. bond and securities.
• Attractive Return
Period CAGR
3 Years 4.39
5 Years 22.22
Return 24.76
since
inception
Comparative Chart of Some Mutual Funds

NAV Last 5 Year % Since Inception

Scheme Name
Reliance Growth 196.01 22.22 24.76

ICICI Pru FMCG 29.86 21.98 11.59

Sundaram BNP 21.46 21.75 13.08

Paribas Taxsaver
SBI Magnum Multiplier 38.38 21.35 9.88

HDFC Taxsaver 90.99 18.19 21.72

Birla Sunlife Buy India 17.49 17.46 6.28

Fund
HDFC Top 200 85.62 17.44 19.38

SBI Magnum Global 19.77 17.2 6.73

Fund 94
Benefits

• Safe Investment.
• Less Risks.
• Better returns.
• One can start an investment with min. Rs. 5000.
 Investor Rights to Services

• Annual holding statements and transaction statements to be sent to

investors

• Dividend Warrants to be dispatched within 30 days of dividend

declaration by MF

• Mandatory portfolio disclosure for 6 months period to unit holders

within 1 month
Thank You