Reliance Equity Hybrid Fund - Growth Plan

(Erstwhile Reliance Regular Savings Fund - Balanced Option - Growth Plan)

Category: Hybrid: Aggressive
Launch Date: 08-06-2005
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.08% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 13,325.62 Cr As on ( 30-11-2018)
Turn over: 145.0
NAV as on 12-12-2018

52.0886

0.75 ( 1.4312% )

CAGR Since Inception

12.98%

PERFORMANCE of Reliance Equity Hybrid Fund - Growth Plan

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Reliance Equity Hybrid Fund - Growth Plan -4.17 9.49 15.27 17.41 12.98
Benchmark - - - - -
Hybrid: Aggressive -3.86 9.2 12.88 14.78 9.16

Yearly Performance (%)

Fund Managers

Mr. Amit Tripathi, Mr. Sanjay Parekh

Mr. Tripathi is a B.Com (H) and PGDM. Prior to joining Reliance Mutual Fund he has worked with New India Assurance Co. Ltd, Sun Invest Associates Ltd and CFS Financial Services Pvt. Ltd.

Investment Objective

The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.

RETURNS CALCULATOR for Reliance Equity Hybrid Fund - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Reliance Equity Hybrid Fund - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Equity Hybrid Fund - Growth Plan 11.49 0.21 1.43 1.16 7.65 5.61
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Reliance Equity Hybrid Fund - Growth Plan

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Equity Hybrid Fund - Growth Plan 08-06-2005 -4.17 10.03 9.49 15.27 17.41
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 4.42 10.94 11.94 10.8 12.6
Sundaram Equity Hybrid Fund Regular Dividend 23-06-2000 3.29 10.32 11.51 10.53 10.7
JM Equity Hybrid Fund-Dividend 01-04-1995 2.99 9.62 8.37 10.57 12.2
JM Equity Hybrid Fund-Growth 01-04-1995 2.99 9.62 8.37 10.63 12.23
JM Equity Hybrid Fund - Half Yearly Dividend Option 15-09-2014 2.96 9.84 9.03 0.0 0.0
JM Equity Hybrid Fund - Monthly Dividend Option 24-11-2014 2.96 9.69 8.74 0.0 0.0
JM Equity Hybrid Fund - Quarterly Dividend Option 24-11-2014 2.89 9.55 8.31 0.0 0.0
JM Equity Hybrid Fund - Annual Dividend Option 15-09-2014 2.76 9.73 8.96 0.0 0.0
Mirae Asset Hybrid-Equity Fund -Regular Plan-Dividend 29-07-2015 2.41 13.16 12.82 0.0 0.0

PORTFOLIO ANALYSIS of Reliance Equity Hybrid Fund - Growth Plan

Asset Allocation (%)

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