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Get the free Reliance Dual Advantage Fixed Tenure Fund - III - Plan D

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This document is a Key Information Memorandum cum Application Form for a close-ended hybrid mutual fund scheme, providing details for investors to apply.
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How to fill out Reliance Dual Advantage Fixed Tenure Fund - III - Plan D

01
Visit the official website of Reliance Mutual Fund or the designated platform to invest.
02
Locate the section for Reliance Dual Advantage Fixed Tenure Fund - III - Plan D.
03
Read the scheme information document (SID) to understand the features and risks associated with the fund.
04
Fill out the application form with necessary personal details such as name, address, and contact information.
05
Provide KYC (Know Your Customer) documents, including identity proof and address proof.
06
Select the investment amount and choose the investment mode (lump sum or SIP).
07
Review the application details for accuracy.
08
Submit the completed application form along with KYC documents and the payment.
09
Receive a confirmation regarding your investment in Reliance Dual Advantage Fixed Tenure Fund - III - Plan D.

Who needs Reliance Dual Advantage Fixed Tenure Fund - III - Plan D?

01
Investors looking for a fixed tenure investment option with the potential for dual advantages.
02
Individuals seeking to diversify their portfolio with a debt-oriented mutual fund.
03
Those who prefer a short to medium-term investment strategy and want to manage interest rate risk.
04
Risk-averse investors wanting to earn a stable return over a predefined period.
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Reliance Dual Advantage Fixed Tenure Fund - III - Plan D is a closed-ended fixed maturity debt scheme that aims to provide income through investments in fixed income securities and may also invest in equity and equity-related instruments to achieve capital appreciation.
Investors looking for a fixed income investment option or financial planners managing portfolios that include fixed maturity plans may be required to file for Reliance Dual Advantage Fixed Tenure Fund - III - Plan D.
To fill out Reliance Dual Advantage Fixed Tenure Fund - III - Plan D, investors should provide personal information such as name, address, investment amount, and select the preferred payment option. It is recommended to review the investment objectives and risk factors before submission.
The purpose of Reliance Dual Advantage Fixed Tenure Fund - III - Plan D is to provide investors with a fixed income investment option that generates returns through a combination of interest income and capital appreciation over a specified tenure.
The information that must be reported includes the investor's personal details, investment amount, expected tenure, expected returns, and any relevant KYC (Know Your Customer) documentation to adhere to regulatory requirements.
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