**Procedure to Invest in Reliance Infrastructure Fund**
# 1 )DOWNLOAD APPLICATION FROM THE LINK BELOW TAKE PRINT OUT
#2)FILL THE DETAILS NEEDED IN APPLICATION(ONLY 1ST PAGE)
#3)SUBMIT THE APPLICATION ALONG WITH PANCARD XEROR COPY TO THE APPLICATION COLLECTING BANKS (DETAILS IN FOURTH PAGE
DOWNLOAD Reliance Infrastructure Fund Application Form & Application collection Centers
India’s Infrastructure – An overview
‘Bridge the infrastructure gap by increasing the investment in infrastructure to more than 9
per cent of GDP by 2014’ – Finance Minister, Pranab Mukherjee
‘Infrastructure development is essential to sustain high growth rates in future’ – Home
Minister, P. Chidambaram
‘One of the critical constraints which holds back our growth rate is really the quality of
infrastructure’ – Planning Commission, Montek Singh Ahluwalia
Infrastructure - overview
Targeted investments of USD 494B during the XIth five year plan
• Infrastructure related spend has increased from 3.6% of GDP in 2005 to 6.5% in
2008 but is still lower than the targeted amount of 9% of GDP
• Infrastructure spend estimated to increase to USD 1,128B during the XIIth five year
plan (2012-17) – more than twice the planned spend for the existing five year plan
• Power reforms are slated to account for 30% of the total outlay, followed by roads,
telecom and railways.
Why now?
• Stable and stronger government – easy policy making
o The earlier coalition government had limited scope to thrust infrastructure related reforms
given its constitution. However stability of the new government should ease policy making.
• Sharp government focus on infrastructure – better implementation
o The government has indicated that infrastructure is a crucial growth area and hence one can
expect better project implementation than what was witnessed in the past. The UPA in its
manifesto seeks to increase public investment into infrastructure and plans to increase power
capacity by 12,000 – 15,000 MW per year.
• Key to reviving domestic growth
o The government has recognized that infrastructure spend might aid the economy to ride over
the ongoing slowdown while even insulating the economy from the adverse impact of the
financial meltdown.
Investment Strategy
The investment focus would be guided by the growth potential and other economic factors of the country. The Fund aims to maximize long-term total return by investing in equity and equityrelated securities which have their area of primary activity in India
The Fund intends to invest in -
(i) Companies in sectors related to infrastructure;
(ii) Companies operating and listed in India engaged in Infrastructure Sector and
(iii) In diversified companies, where a major portion of their revenues (primary activity) is
derived from the infrastructure related activities.
If the Fund Manager decides to invest in ADRs / GDRs issued by Indian / foreign companies and in foreign Securities in accordance with SEBI Regulations in the Scheme, it is the intention of the
Fund Manager that such investments will not normally exceed 20% of the net assets of the
Scheme.
Following areas/sectors of the economy listed below are covered in infrastructure sector;
1. Airports
2. Banks, Financial Institutions & Term lending Institutions
3. Cement & Cement Products
4. Coal
5. Construction
6. Electrical & Electronic components
7. Engineering
8. Energy including Coal, Oil & Gas, Petroleum & Pipelines
9. Industrial Capital Goods & Products
10. Metals & Minerals
11. Ports
12. Power and Power equipment
13. Road & Railway initiatives
14. Telecommunication
15. Transportation
16. Urban Infrastructure including Housing & Commercial Infrastructure
17. Mining,
18. Aluminum
Please note that the list provided is indicative and the Investment Manager may add such other
sectors/ group of industries which broadly satisfy the category of being under Infrastructure
Sector or are related to the Infrastructure growth depending on the relevance of that sector to the investment objective of the scheme
The Scheme will purchase securities in the public offerings and rights issues, as well as those
traded in the secondary markets. On occasions, if deemed appropriate, the Scheme will invest in
securities sold directly by the issuer, or acquired in a negotiated transaction or issued by way of
private placement. The moneys collected under this scheme shall be invested only in transferable securities.
Product Features
Type of Scheme – An Open-ended Equity Scheme
Investment Objective -The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of
companies engaged in infrastructure and infrastructure related sectors and which are
incorporated or have their area of primary activity, in India and the secondary objective is to
generate consistent returns by investing in debt and money market securities.
Plans Available: The scheme will have the following plans /options
Retail Plan
Institutional Plan
Each of the above plans will have Growth & Dividend Plans respectively as specified below
Growth Plan: Growth Option & Bonus Option
Dividend Plan: Dividend Payout Option & Dividend Reinvestment Option
Benchmark Index
BSE 100
Considering the investment in the fund made in equity /equity related securities of companies
engaged in infrastructure sectors and infrastructure related sectors, we propose to have BSE 100
as a benchmark since majority of the stocks relate to the sectors which would contribute to the
infrastructure growth or to diversified companies, where a major portion of their revenues (primary activity) is derived from the infrastructure related activities.
Minimum Application Amount:
For Retail Plan: Rs 5,000/-
For Institutional Plan: Rs 5, 00, 00,000/-
Load Structure (During new fund offer & continuous offer including SIP installments)
For Retail Plan
Entry Load
• For subscription below Rs. 2 Crs - 2.25%
• For subscription of Rs 2 Crs & above and below Rs 5 Crs - 1.25%
• For subscription of Rs 5 Crs and above- Nil
**Procedure to Invest in Reliance Infrastructure Fund**
# 1 )DOWNLOAD APPLICATION FROM THE LINK BELOW, TAKE PRINT OUT
#2)FILL THE DETAILS NEEDED IN APPLICATION(ONLY 1ST PAGE)
#3)SUBMIT THE APPLICATION ALONG WITH PANCARD XEROR COPY TO THE APPLICATION COLLECTING CENTER BANKS (DETAILS IN FOURTH PAGE )
DOWNLOAD Reliance Infrastructure Fund Application Form and Application Collection centers
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