Reliance Growth Fund-Growth Plan-Growth Option

Category: Equity: Mid Cap
Launch Date: 08-10-1995
Asset Class: Equity
Benchmark: S&P BSE Mid Cap TRI
Expense Ratio: 2.22% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 6,486.05 Cr As on ( 30-11-2018)
Turn over: 184.0
NAV as on 12-12-2018

1051.6201

23.89 ( 2.2715% )

CAGR Since Inception

22.23%

S&P BSE Mid Cap TRI 9.0%

PERFORMANCE of Reliance Growth Fund-Growth Plan-Growth Option

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

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Reliance Growth Fund-Growth Plan-Growth Option -8.49 11.01 17.29 17.44 22.23
S&P BSE MidCap TRI -14.41 11.76 19.09 18.83 9.0
Equity: Mid Cap -12.81 9.41 19.24 21.48 13.45

Yearly Performance (%)

Fund Managers

Mr. Sunil B Singhania

Mr. Singhania is a B.Com, CFA and FCA. Prior to joining Reliance Mutual Fund he has worked with Advani Share Brokers Pvt. Ltd. and Motisons Securities Pvt. Ltd.

Investment Objective

The scheme aims at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments ,and there will be an exposure to debt and money market instruments also.

RETURNS CALCULATOR for Reliance Growth Fund-Growth Plan-Growth Option

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.

Riskometer

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Key Performance and Risk Statistics of Reliance Growth Fund-Growth Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Growth Fund-Growth Plan-Growth Option 15.85 0.2 2.3 1.05 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Reliance Growth Fund-Growth Plan-Growth Option

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 Growth Fund-Growth Plan-Growth Option 08-10-1995 -8.49 10.96 11.01 17.29 17.44
Axis Midcap Fund - Dividend 18-02-2011 1.35 16.49 11.29 19.53 0.0
Axis Midcap Fund - Growth 18-02-2011 1.35 16.98 11.88 20.19 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Dividend 22-01-2018 0.0 0.0 0.0 0.0 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth 05-01-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 -4.49 13.14 12.13 21.38 24.02
Taurus Discovery (Midcap) Fund - Regular Plan - Divided Option 01-01-2009 -4.66 13.09 12.39 19.76 0.0
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 -4.67 13.74 12.83 20.04 18.92
Invesco India Midcap Fund - Dividend Option 19-04-2007 -5.82 11.77 10.72 20.21 23.07
Franklin India Prima Fund-Growth 01-12-1993 -6.25 10.94 12.05 21.21 23.21

PORTFOLIO ANALYSIS of Reliance Growth Fund-Growth Plan-Growth Option

Asset Allocation (%)

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