Reliance Small Cap Fund - Growth Plan - Growth Option
| Category: Equity: Small Cap |
| Launch Date: 16-09-2010 |
| Asset Class: Equity |
| Benchmark: S&P BSE Small Cap TRI |
| Expense Ratio: 2.31% As on ( 31-08-2018) |
| Status: Open Ended Schemes(Equity Scheme - Small Cap Fund) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 7,618.04 Cr As on ( 31-08-2018) |
| Turn over: 134.0 |
PERFORMANCE of Reliance Small Cap Fund - Growth Plan - Growth Option
Scheme Performance (%) Data as on - 19-10-2018
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Reliance Small Cap Fund - Growth Plan - Growth Option | -6.93 | 13.42 | 31.88 | - | 18.15 |
| S&P BSE SmallCap TRI | -13.39 | 9.14 | 21.81 | 14.47 | 7.21 |
| Equity: Small Cap | -13.54 | 8.22 | 23.44 | 18.97 | 11.2 |
Yearly Performance (%)
Fund Managers
Mr. Sunil B Singhania, Mr. Samir Rachh
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 seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.
RETURNS CALCULATOR for Reliance Small Cap Fund - Growth Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
Key Performance and Risk Statistics of Reliance Small Cap Fund - Growth Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Reliance Small Cap Fund - Growth Plan - Growth Option | 18.41 | 0.28 | 9.65 | 0.99 | - | - |
| Equity: Small Cap | - | - | - | - | - | - |
PEER COMPARISION of Reliance Small Cap Fund - Growth Plan - Growth Option
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Reliance Small Cap Fund - Growth Plan - Growth Option | 16-09-2010 | -6.93 | 10.39 | 13.42 | 31.88 | 0.0 |
| HDFC Small Cap Fund - Regular Growth Plan | 03-04-2008 | 2.07 | 13.95 | 15.67 | 20.75 | 20.17 |
| HDFC Small Cap Fund - Regular Dividend Plan | 03-04-2008 | 1.03 | 12.88 | 14.45 | 19.83 | 19.71 |
| L&T Emerging Businesses Fund - Regular Plan - Dividend | 12-05-2014 | -6.42 | 11.6 | 16.16 | 0.0 | 0.0 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | 05-05-2014 | -6.43 | 12.35 | 16.68 | 0.0 | 0.0 |
| SBI Small Cap Fund - Regular Plan - Growth | 05-09-2009 | -6.62 | 11.83 | 14.18 | 29.96 | 0.0 |
| SBI Small Cap Fund - Regular Plan - Dividend | 09-09-2009 | -6.62 | 11.82 | 14.18 | 29.96 | 0.0 |
| Reliance Small Cap Fund - Dividend Plan | 16-09-2010 | -7.42 | 10.1 | 13.08 | 31.19 | 0.0 |
| Franklin India Smaller Companies Fund-Growth | 13-01-2006 | -12.55 | 1.7 | 8.45 | 24.51 | 22.24 |
| Kotak-Small Cap Fund - Growth | 24-02-2005 | -12.72 | 0.83 | 7.06 | 21.04 | 18.88 |