Skip to main content

Reliance Infrastructure Fund

The largest mutual fund in India, Reliance Mutual Fund, has launched the Reliance Infrastructure Fund. The scheme launched with intention to gain long-term capital appreciation by investing in infra companies and companies related the infrastructure sector.

Its list of sectors include construction, power and power equipments, metals and minerals,ports and other related areas in the segment. The fund intends to have 35 per cent of its assets in cash and fixed income investment.

Details of the Fund:
Type: Open-End Equity Fund
NFO Opens: May 25, 2009
NFO Closes: June 23, 2009
Minimum Application Amount: Retail Plan: Rs. 5,000/-

Minimum SIP Investment: Rs. 100/- per month
Plans: Retail Plans with Growth, Bonus and Dividend (Payout & Reinvestment) options.
Benchmark: BSE 100
Load Structure:
Entry Load: 2.25 per cent;
Exit Load: 1 per cent if investment is redeemed within 1 year.

Should an investor invest or not ?
Yes, but not now. Though the infra story is here to stay, investors could wait and buy later, when the fund is available on an ongoing basis. Investors can use the SIP method for investing in this fund, on declines.
Labels:

Popular posts from this blog

Historical Sensex Returns Updated - 2024

Historically Sensex has given returns of about 15% per year, despite volatility and price fluctuations of about -20% to +60%. The following table shows S&P BSE Sensex historical data - start  & close values and the yearly returns of the sensex from 2000 to 2024. So far during the year the   index has hit an all-time high of  75,124   and despite markets hitting all time highs not all stocks make all-time highs. There are many stocks still below their highs. Stocks like HDFC Bank, ITC, Asian paints are still well below their highs and some of them have given low returns over last 3-5 years. Individual or Retail investors can achieve consistent returns through investing via mutual funds , whether it be active or passive. Chasing returns from individual stocks is futile. Be a wise investor !
Read more

What is Specialized Investment Fund (SIF)

What is Specialized Investment Fund (SIF) SEBI rolls out Specialized Investment Fund with Rs.10 lakh minimum investment. What is Specialized Investment Fund? This newly launched class aims to fill the space between mutual funds and PMS, offering a flexible and specialized option for investors who are willing to make riskier bets and seek higher returns. Why the Need for SIFs? Mutual funds, by nature, attract a wide range of investors and are governed by strict regulations to ensure broad accessibility and safety. They are more suitable for conservative investors or those with a lower risk appetite.   On the flip side, PMS offers tailored strategies but typically requires a significant minimum investment (Rs.50 lakhs and above) often too large for smaller investors, and with a complexity that may seem daunting for those without deep financial expertise.  This is where the SIF comes in. SIFs are designed for those who are more informed about the market, willing to take on a hig...
Read more