Invest Easy DEMO - Reliance Mutual Fund · PDF fileInvest Easy DEMO . Confidential A ... A...

A Reliance Capital company

Invest Easy DEMO

A Reliance Capital companyConfidential Slide

Home Page – www.reliancemutual.com

2

A Reliance Capital companyConfidential Slide 3


Login Page

4

Unique Pan level


Login Home Page

5

Click on the folio

Shortcut for

approval of

pending

transactions


Login Home Page


First Time Change of Password



Account Statement Download

Available in Excel

& PDF


To select The scheme

click on the Go Button

To initiate a transaction


For schemes not invested

before select category &

scheme

To select scheme click

on Go button

With broker or direct plan


Insert amount

Select Broker Code

Provide the payment details



Select the Alert mode and user

Transaction Confirmation and Alerts


Payment reference number updation


Upload Transfer / RTGS Letter


Product Features

How to activate and transact using

Scan Upload feature for Corporate Transactions?


One time instant activation of feature (Maker – Checker process)

- Maker / Initiator submits online request on website

- Checker / Authorizer(s) approves the request online (as per resolution)

- Service is instantly activated for transaction reporting

Start Transacting

- Maker / Initiator submits the transaction request

- Checker / Authorizer(s) approves the transactions (as per resolution)

Online: Login to website for online approval

Offline: Signature on pre-filled form for approval

Maker uploads scan of signed form for submission

Steps Involved

19


Login to https://online.reliancemutual.com/investeasy/

20


Select any Folio Number to proceed

21


Click Registration for Scan Upload option

22


Submit the Online request after reading T&C

23


Select the Authorizer(s) list to intimate

24


Click Status of registration request for Scan Upload

25


Status of scan request can be viewed

26


Authorizer Login and selects any folio

27


Selects Approve Registration for Scan Upload

28


Click Confirm button to activate

29


Steps for transacting using SCAN UPLOAD facility

30


Login and select desired transaction type

31


Maker/ Initiator enters transaction details & Clicks Submit

32


Select Generate Physical Request Option

33


Transaction initiated - Click to Download prefilled form

34


Print the Prefilled form for required signatory approval

35


Scan the signed transaction form to upload

36

Important:

Save the scan

image in .TIF format


Select Upload Scan Image option

37

Upload Scan Image


Select transaction details & upload .TIFF image

38


Successful Confirmation with Reporting Time

39


Select Transaction Status to view and confirm

40



Smart Investment Strategy

Invest Short Term & Idle Money in Liquid Fund

42


Overview

Your objectives while deciding your investment options could be

- Principal Conservation

- Liquidity

- Market linked returns

A Liquid Fund is a product which could help you meet your investment

objective.

Liquid Funds are fixed income funds ideal for investors with a short-term

investment horizon and relatively low risk appetite.

43


Benefits of Investing in Liquid Funds

Diversification:

- Investor’s money is spread across different securities and companies,

depending upon the scheme’s investment objective. This diversified exposure

helps reduce risk.

Professional Management:

- Portfolios are managed by highly qualified and experienced professionals.

Economies of Scale:

- The expenses charged by the AMC get distributed over a large investor base.

Transparency:

- Portfolios are published on a monthly basis in the factsheet.

44


Benefits of Investing in Liquid Funds (contd.)

Operational benefits:

Easy liquidity:

- Redemptions from Liquid Funds are on T+1 basis with certain pre-conditions

No Lock-In Period:

- Liquid Funds can be used even for overnight investments.

No charges:

- Liquid Funds do not have any entry or exit loads, hence investors are free to

redeem money at any point of time during the business hours.

Weekend Parking:

- Liquid funds declare NAV on Sundays and therefore enable investors to earn

money over the weekend, instead of keeping it idle.

45


Asset Class & Risk Profile

46

Asset class Risk Profile

Money Market Securities Credit Risk Price Risk

Treasury Bills NIL Nil Low

Reverse-Repo Low Low Nil

Call Money & CBLO Low Low Nil

CPs and CDs Low Low Low

Corporate Debt

Short Term NCDs Low to medium Low to medium

Floating Rate Securities Low to medium Low to medium

Structured debt Low to medium Low to medium

Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.


Positioning of Fixed Income Schemes of

Reliance Mutual Funds

47


Categories RMF Schemes Investors' Profile Minimum Application Amount

Money Market Funds (Liquid Funds)

Reliance Liquidity FundMeant for short term cash management for

corporates & is suitable investors with investment horizon between 1 day to 1 month.

Rs. 5 Crore & in multiples of Re 1 thereafter, would be considered at the scheme level per investor (including all folios)

Reliance Liquid Fund – Treasury Plan

Meant for short term cash management & is suitable investors with investment horizon

between 1 day to 1 month.

Retail Plan: Rs. 5,000 and in multiples of Re. 1 thereafter; Institutional Plan: Rs. 1Crore and in multiples of Re. 1 thereafter

Reliance Liquid Fund – Cash Plan Suitable to park very short term investment

surplus for a duration ranging from a day to a month

Rs. 5,000 and in multiples of Re. 1 thereafter

Ultra Short Term Funds

Reliance Money Manager Fund Suitable for investors with investment between 1

week to 1 month. For Retail Plan – Rs. 5,000 and in multiples of Re 1 thereafter, For Institutional

Plan - Rs 1 crore and in multiples of Re 1 thereafter

Reliance Medium Term Fund Suitable for investors with an investment horizon

of 1 month or moreRs. 5,000 & in multiples of Re. 1 thereafter

Reliance Floating Rate Fund – Short Term Plan

Suitable for investors with minimum 3 months holding period

Rs. 5000 and in multiples of Re 1 thereafter

Short Term Funds

Reliance Dynamic Bond Fund Suitable for investors with minimum 6 months

holding periodRs. 5000 and in multiples of Re 1 thereafter

Reliance Short Term Fund Suitable for investors with short to medium term

investment horizon of 6 – 9 months medium appetite for risk


Long Term Funds

Reliance Regular Savings Fund -Debt Option

Suitable for investors with 1-2 years holding period

Retail Plan: Rs.500 per option & in multiples of Re. 1 thereafter Institutional Plan:Rs. 25lacs per option & in multiples of Re. 1 thereafter

Reliance Income Fund Suitable for investors with medium to longer term

investment horizon of 12 months and more and medium to high appetite for risk

For Growth Plan (Growth & Bonus Option): Rs. 5,000 & in multiples of Re. 1 thereafter; Monthly Dividend option: Rs 25,000 & in multiples of Re. 1 thereafter; Quarterly Dividend option: Rs 10,000 & in multiples of Re. 1 thereafter; Half Yearly Dividend option: Rs 5,000 & in multiples of Re. 1

thereafter; Annual Dividend option: Rs 5,000 & in multiples of Re. 1 thereafter

Reliance Gilt Securities FundSuitable for investors with an investment horizon of 12 months and longer who have a positive view

on falling interest rates.

Retail: Rs. 10,000 Institutional Plan: Rs. 1 crore & in multiples of Re. 1 thereafter

Monthly Income Plans Reliance Monthly Income Plan Suitable for investors with 2 years holding periodFor Growth option; Rs. 10,000 and in multiples of Re. 1 thereafter; Monthly Dividend option: Rs 25,000 and in multiples of Re. 1 thereafter; Quarterly

Dividend option: Rs 10,000 and in multiples of Re. 1 thereafter


Positioning of Equity Schemes of Reliance

Mutual Funds

49


Categories RMF Schemes Positioning within the Category Investment Philosophy Minimum Application Amount

Index

Reliance Index Fund - Nifty Plan

A Conservative Large Cap Oriented Index Linked Fund

Passively managed fund which aims to mirror S&P CNX Nifty so as to commensurate with the performance of the underlying Index, subject to

tracking errors.

Rs.5,000/- and in multiple of Re.1 thereafter per plan per option.

Reliance Index Fund - Sensex Plan

A Conservative Large Cap Oriented Index Linked Fund

Passively managed fund which aims to mirror BSE SENSEX so as to commensurate with the

performance of the underlying Index, subject to tracking errors.

Rs.5, 000/- and in multiple of Re.1 thereafter for both plans.

DiversifiedLarge Cap

Reliance Top 200 FundA Conservative Large-cap Oriented

Fund

The Scheme will invest in equity or equity related instruments of companies whose market

capitalization is within the range of highest & lowest market capitalization of BSE 200 Index.

Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs.5 crore & in multiples of Re 1

thereafter

Reliance NRI Equity Fund A Conservative Large-cap Oriented

Fund

An exclusive offering for NRIs having a large cap oriented portfolio with focus on stable

companies Rs. 5000 & in multiples of Re 1 thereafter

Reliance Equity Fund A Moderate Large-cap Oriented

FundLarge-cap Fund that aims to capitalise on long

and short opportunities

Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter Institutional Plan: Rs. 5 crore & in multiples of Re 1

thereafter

Reliance Vision FundA Moderate Large-cap Oriented

FundLarge-cap fund with a small exposure to mid cap

stocks

Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs. 5 crore & in multiples of Re 1

thereafter

Reliance Quant Plus FundA Moderate Large-cap Oriented

FundActively managed Quant based fund focusing on

constituents of S&P CNX Nifty Index

Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter Institutional Plan: Rs. 5 crore & in multiples of Re 1

thereafter

BalancedReliance Regular Savings Fund

- Balanced OptionA Conservative Large & Mid cap

Oriented Fund

A hybrid equity oriented portfolio focusing on well managed, high quality large cap stocks as

well as mid cap stocksRs. 500 & in multiples of Re. 1

Diversified Multi Cap

Reliance Equity Opportunities Fund

A Moderate Multi cap Oriented Fund

Multi-cap, trend based with the flexibility to be overweight in a particular sector or market caps depending on the potential & opportunities as

they arise.

Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs. 5 crore & in multiples of Re 1

thereafter

Reliance Regular Savings Fund - Equity Option

An Aggressive Multi cap Oriented Fund

An aggressive multi cap oriented portfolio Rs. 500 & in multiples of Re.1 thereafter


Categories RMF SchemesPositioning within the

CategoryInvestment Philosophy Minimum Application Amount

Diversified Mid Cap & Small Cap

Reliance Growth Fund

A Moderate Mid cap Oriented Fund

Mid-cap Fund with small exposure to large cap stocksRetail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs. 5 crore &

in multiples of Re 1 thereafter

Reliance Long Term Equity

Fund

An Aggressive Mid-cap and small-cap Oriented Fund

Poised to Take Benefits of Opportunities in Mid Caps and Small Caps

Rs. 5,000/- and in multiples of Re. 1 thereafter under each plan

Reliance Small Cap Fund

A Very Aggressive small-cap oriented fund

A relatively high risk/high return oriented fund which shall predominantly invest in small cap companies/stocks with an

objective to maximize the returns and at the same time trying to minimize the risk by reasonable diversification. Small Cap stocks for the purpose of the Fund, are stocks whose market capitalization is in between the highest and lowest market capitalization of companies on BSE Small Cap Index at the

time of investment.


Diversified Theme Based

Reliance Infrastructure

Fund


The fund aims to invest in companies operating & listed in India engaged in infrastructure & infrastructure related

activities. It follows a multi cap strategy with a medium to long term investment horizon

Retail Plan: Rs. 5000 and in multiples of Re.1 thereafter Institutional Plan: Rs. 5

crore and in multiples of Re.1 thereafter

Reliance Natural

Resources Fund

An Aggressive Large Cap Oriented Fund

Large cap oriented fund that allows the investor to participate in Indian and Global stocks of issuers in natural resources industries. The fund does not invest in natural

resources themselves.

Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter Institutional Plan: Rs. 5 crore & in

multiples of Re 1 thereafter

Sector

Reliance Banking Fund


The fund aims to generate consistent returns by investing in equity / equity related or fixed income securities of

companies belonging to the Banking Sector. The fund follows an active strategy of management with endeavor to generate

alpha and outperform the Banking Index.

Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs.5 crore &


Reliance Diversified

Power Sector Fund


The fund focuses on companies related to power sector. It provides opportunity to diversify within the sector, with

focused approach and flexibility to invest in power distribution, transmission and generation related companies.

Retail Plan: Rs. 5000 & in multiples of Re 1 thereafter, Institutional Plan: Rs.5 crore &


Reliance Media &

Entertainment Fund


A sector specific fund which focuses on investing in companies related to media & entertainment sector.

Rs 5000 & in multiples of Re. 1

Reliance Pharma Fund


A dynamic asset allocation sector fund which aims to generate consistent returns by investing in all important

segments of the pharmaceutical industry.Rs. 5000 & in multiples of Re.1 thereafter


Categories RMF SchemesPositioning within the

CategoryInvestment Philosophy Minimum Application Amount

Tax SaverReliance Tax Saver (ELSS)

FundAn Aggressive Large cap Mid

Cap Oriented Fund

The fund is an open ended equity linked savings scheme which gives dual advantage

of tax savings & growth potential. It is a large cap orientated fund which aims to have a mix of minimum 50% exposure to

top 100 companies by market capitalization and high quality mid cap companies

Rs. 500 & in multiples of Rs. 500 thereafter

ArbitrageReliance Arbitrage Advantage Fund

A Conservative Arbitrage Fund

The fund aims to generate income through arbitrage opportunities arising out of pricing

mismatch in a security between cash and derivative segment and with derivatives segment along with investments in debt

securities and money market instruments.



Coordinating Team

Registration

- Contact your Relationship Manager

Post Registration - Operations:

- [email protected]

- [email protected]

53

mailto:[email protected]




Disclaimer

54

Mutual Fund Investments are subject to market risks,

read all scheme related documents carefully.

A Reliance Capital company

Thank You

Date post:	06-Mar-2018
Category:	Documents
Upload:	vudieu
View:	215 times
Download:	2 times

Invest Easy DEMO - Reliance Mutual Fund · PDF fileInvest Easy DEMO . Confidential A ... A...

Documents