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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Reliance tax saver

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Fund Name: Reliance tax saver (G)

CRISIL Rank: 3

Category: ELSS

Expense Ratio: 2.32%

Risk Level: Average

Benchmark: S&P BSE 100

Objective: To generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Returns (Annualized)

1-Year3-Year5-Year
30.63%10.41%21.91%

Our Review

Reliance tax saver (G) has made its inception in the year 2005. Since inception, it has produced annualized returns of 13.23%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include TVS, SBI, Alstom, Tata steel and ACC. Fund manager has done well to diversify across sectors. Mid cap stock selection of the fund has been great ever since inception.

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