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Vision Statement:: Schemes: Equity/Growth Schemes

Reliance Mutual Fund is one of India's leading mutual funds with over Rs. 1 trillion in assets under management and over 73 million investor accounts. It is part of the Reliance Anil Dhirubhai Ambani Group and offers a wide range of investment products. Reliance Capital Asset Management Limited manages Reliance Mutual Fund schemes and focuses on customer service and corporate governance. The document provides an overview of Reliance Mutual Fund's history, products, and services.

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94 views4 pages

Vision Statement:: Schemes: Equity/Growth Schemes

Reliance Mutual Fund is one of India's leading mutual funds with over Rs. 1 trillion in assets under management and over 73 million investor accounts. It is part of the Reliance Anil Dhirubhai Ambani Group and offers a wide range of investment products. Reliance Capital Asset Management Limited manages Reliance Mutual Fund schemes and focuses on customer service and corporate governance. The document provides an overview of Reliance Mutual Fund's history, products, and services.

Uploaded by

Vinayaka Mc
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Reliance Mutual Fund (RMF) is one of India’s leading Mutual Funds, with Average Assets Under

Management (AAUM) of Rs. 1,04,511 Crores and an investor count of over 73.30 Lakh folios.
(AAUM and investor count as of August 2010.

Reliance Mutual Fund, a part of the Reliance - Anil Dhirubhai Ambani Group, is one of the fastest
growing mutual funds in the country. RMF offers investors a well-rounded portfolio of products to
meet varying investor requirements and has presence in 159 cities across the country. Reliance
Mutual Fund constantly endeavors to launch innovative products and customer service initiatives
to increase value to investors. "Reliance Mutual Fund schemes are managed by Reliance Capital
Asset Management Limited., a subsidiary of Reliance Capital Limited, which holds 93.37% of the
paid-up capital of RCAM, the balance paid up capital being held by minority shareholders."

Reliance Capital Ltd. is one of India’s leading and fastest growing private sector financial services
companies, and ranks among the top 3 private sector financial services and banking companies,
in terms of net worth. Reliance Capital Ltd. has interests in asset management, life and general
insurance, private equity and proprietary investments, stock broking and other financial services .
Vision Statement:

To be a globally respected wealth creator with an emphasis on customer care and a culture of
good corporate governance.

Mission Statement:

To create and nurture a world-class, high performance environment aimed at delighting our
customers.

Reliance Mutual Fund - At a Glance:

 Reliance Mutual Fund is one of India’s leading Mutual Funds, with Average Assets Under
Management (AAUM) of Rs. 1,04,511 Crores (AAUM as of August 2010 (Over 73.30 lakh investor
folios is calculated on the basis of live folios as on February, 2010 and includes investors across
all the schemes of Reliance Mutual Fund and Presence in over 400 locations includes the
Designated Investor Service Centres (DISCs) of RCAM and Registrar & Transfer Agents , Offices
and Resident Representatives of RCAM as on December 31, 2009)
 Reliance Mutual Fund has over 14 years of extensive market experience, 35 schemes (as
on January 31, 2010) combined with a strong performance track record.

Reliance Capital Asset Management Limited:

 Reliance Capital Asset Management Limited has won the prestigious US based, 2010 CIO
100 award. The 2010 CIO 100 Awards is presented by the CIO magazine & honors 100 companies
worldwide that are creating new business value by innovating with technology.
 Vinay Nigudkar, CTO, Reliance Caital Asset Management Limited has been awarded this
honor for implementation of the CRMnext System that integrates sales force automation, lead
management, customer service and other sales and analysis applications.
 .
What makes this award more special is that Reliance Capital Asset Management Limited is the
only Indian Company to receive 2010 CIO 100 award.

SCHEMES:

Equity/Growth Schemes:
The aim of growth funds is to provide capital appreciation over the medium to long- term.
Such schemes normally invest a major part of their corpus in equities. Such funds have
comparatively high risks. These schemes provide different options to the investors like dividend
option, capital appreciation, etc. and the investors may choose an option depending on their
preferences. The investors must indicate the option in the application form. The mutual funds also
allow the investors to change the options at a later date. Growth schemes are good for investors
having a long-term outlook seeking appreciation over a period of time.

Debt/Income Schemes:
The aim of income funds is to provide regular and steady income to investors. Such
schemes generally invest in fixed income securities such as bonds, corporate debentures,
Government securities and money market instruments. Such funds are less risky compared to
equity schemes. These funds are not affected because of fluctuations in equity markets. However,
opportunities of capital appreciation are also limited in such funds. The NAVs of such funds are
affected because of change in interest rates in the country. If the interest rates fall, NAVs of such
funds are likely to increase in the short run and vice versa. However, long term investors may not
bother about these fluctuations.

Sector Specific Schemes:


These are the funds/schemes which invest in the securities of only those sectors or
industries as specified in the offer documents. e.g. Pharmaceuticals, Software, Fast Moving
Consumer Goods (FMCG), Petroleum stocks, etc. The returns in these funds are dependent on the
performance of the respective sectors/industries. While these funds may give higher returns, they
are more risky compared to diversified funds. Investors need to keep a watch on the performance
of those sectors/industries and must exit at an appropriate time. They may also seek advice of an
expert.

Exchange Traded Fund:

Exchange Traded Funds (ETFs) are usually passively managed mutual fund schemes tracking a
benchmark index and reflect the performance of that index. These schemes are listed on the stock
exchange and therefore have the flexibility of trading like a share on the stock exchange. It can
also be looked as a security that tracks an index, a commodity or a basket of assets like an index
fund, but trades like a stock on an exchange, thus experiencing price changes throughout the day
as it is bought and sold.

Fixed Maturity Plans (FMPs):


Fixed Maturity Plans (FMPs) are basically debt oriented investment schemes with a pre-specified
tenure offered by mutual funds. FMPs invest in a portfolio of debt instruments whose maturity
coincides with the maturity of the concerned FMP. The primary objective of a FMP is to generate
income while aiming to protect the capital by investing in a portfolio of debt and money market
securities. Since FMPs are available with several maturity options, one can invest in the relevant
plan depending upon his investment horizon and the requirement of cash flows.

Registrar to the schemes of Reliance Capital Asset Managment :


Karvy Computershare Pvt. Ltd
Custodians to the schemes of Reliance Capital Asset management:

Deutsche Bank AG

Bankers to the Schemes of Reliance Capital Asset Management:

ABN Amro Bank


 Axis Bank
 Citibank N. A.
 Deutsche Bank AG
 Development Bank of Singapore - only for online investors
 HDFC Bank Limited
 HSBC Bank
 ICICI Bank Limited
 IDBI Bank
 Ing Vysya Bank
 Kotak Mahindra Bank
 State Bank of India
 Standard Chartered Bank
 Yes Bank
INTRODUCTION:
THIS IS A REPORT PRESENTING ON THE OF MUTUAL FUND ADAPTED BY
RELIANCE ASSEST MANAGEMENT,

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