Thursday, February 14, 2008
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Mutual Fund News
Feb 13 2008 12:08PM
Reliance MF introduces institutional plan
Reliance mutual fund has approved the introduction of institutional plan under Reliance Diversified Power sector Fund, an open-ended diversified power sector scheme of Reliance mutual fund, with effect from 14 February 2008; herein the minimum amount of initial investment shall be Rs 5 crore.

Institutional plan shall have the same common portfolio, investment objective and asset allocation pattern as that of existing scheme, but will have different expense structure as shown in the table.

Consequently, the initial investment below Rs 5 crore in the scheme, wherein the minimum subscription amount is Rs 5000 shall be brought under retail plan with the existing expense structure remaining unchanged. Reliance Diversified Power sector Fund will have retail and an institutional plan and each of these plans will have the existing growth plan with growth and bonus option and dividend plan with dividend payout and reinvestment options.

The minimum initial subscription amount, additional subscription amount and load structure under both retail and institutional plans shall be as follows:

Reliance Diversified Power Sector Fund

PlansRetail planInstitutional plan
Minimum initial subscription amountRs 5000 in multiples of Re 1 thereafterRs 5 crore in multiples of Re 1 thereafter
Minimum additional subscription amountRs 1000 in multiples of Re 1 thereafterRs 1 lakh in multiples of Re 1 thereafter
Load structureEntry load: For subscription below Rs 2 crore - 2.25%,

For subscription of Rs 2 crore and below Rs 5 crore- 1.25% and

For subscription of Rs 5 crore and above- Nil

Exit load: Nil

Entry load: Nil

Exit load: Nil

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