Reliance Hybrid Bond Fund-Growth Plan

(Erstwhile Reliance Monthly Income Plan-Growth Plan)

Category: Hybrid: Conservative
Launch Date: 29-12-2003
Asset Class: Mixed Asset
Benchmark: Crisil Hybrid 85+15 Conservative Index
Expense Ratio: 1.9% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,046.22 Cr As on ( 30-11-2018)
Turn over: 0.0
NAV as on 12-12-2018

42.3057

0.13 ( 0.3035% )

CAGR Since Inception

10.12%

PERFORMANCE of Reliance Hybrid Bond 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 Hybrid Bond Fund-Growth Plan 3.39 7.58 10.3 10.41 10.12
Benchmark - - - - -
Hybrid: Conservative 0.56 6.72 8.35 8.45 8.04

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 primarily aims to generate regular income in order to make regular dividend payments to unitholders while the secondary objective is growth of capital.

RETURNS CALCULATOR for Reliance Hybrid Bond 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 Hybrid Bond Fund-Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Hybrid Bond Fund-Growth Plan 4.78 1.62 3.07 0.96 8.1 11.02
Hybrid: Conservative - - - - - -

PEER COMPARISION of Reliance Hybrid Bond 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 Hybrid Bond Fund-Growth Plan 29-12-2003 3.39 5.99 7.58 10.3 10.41
Indiabulls Savings Income Fund-Regular Plan-Growth Option 02-12-2015 5.88 8.93 9.26 0.0 0.0
DHFL Pramerica Hybrid Debt Fund - Growth 02-11-2007 4.58 6.84 7.72 7.4 6.96
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 4.04 7.96 9.5 11.32 11.2
Invesco India Regular Savings Fund - Growth 01-06-2010 3.94 4.98 7.6 6.65 0.0
Invesco India Regular Savings Fund - Monthly Dividend 01-06-2010 3.59 3.93 6.38 5.34 0.0
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 3.54 4.9 6.75 8.25 6.55
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 3.36 7.1 8.37 10.58 10.19
UTI - Regular Savings Fund - Regular Plan - Monthly Payment Option 16-12-2003 3.36 7.1 8.37 10.58 10.19
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 2.99 5.18 6.12 8.7 10.04

PORTFOLIO ANALYSIS of Reliance Hybrid Bond Fund-Growth Plan

Asset Allocation (%)

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