Reliance WIO India Fund Review

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Reliance WIO India Fund Review


About The Fund Manager

Reliance Mutual Fund (RMF) is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of  INR 2,43,593 Crores.

The Fund Manager, Umesh Gupta has over 13 years of experience in portfolio management, equity research and business analysis and has closely tracked various sectors, including capital goods, engineering, construction, cement and fertilizers as a sell-side equity analyst.

Umesh Gupta has joined Reliance Wealth Management, where he is a portfolio manager, in 2010, having previously worked in various roles at a number of prominent Indian investment, stock-broking and finance companies.

Where & How Is The Money Invested?

Investments are in the equity and bond markets of India. A minimum of 60% of the fund’s net assets will be in in equities and equity related securities. It may also invest in fixed income securities and money market instruments according to market conditions. 

Objective: Long-term capital growth in USD. 

What Has Been The Performance?

This fund has given an average of 20% per annum over a period of last five years and its much better than the average Sensex and Nifty returns. Based on the fund strategy and past momentum, We expect this to perform above the benchmark in the near future.

Is It Capital Protected?

Since the major portion of this fund is invested in Equity related instruments, its not capital protected.

What Are The Charges?

 Fund is allowed to charge a maximum of 2.5% on an yearly basis 

What Percentage Of Your Portfolio Can Be In This Fund & Why?

It depends, before investing, we need to consider investor's investment objective, risk tolerance and the Investor's age etc.  

Which Platform Is This Available On?

This fund is available on the following platforms:

About the author

Amit is an Independent Financial Advisor, based in Dubai since 1997. He is part of the prestigious ‘Million Dollar Round Table’ (MDRT), which is an elite club of the best financial advisors worldwide.

He has authored the ‘6-Step Financial Success Guide’, and the book ‘Creating, Preserving, Distributing Wealth’.

He helps business owners and professionals ‘Create A Second Income’ through investments.

Amit Mitbawkar

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