Reliance US Equity Opportunites Fund- Growth Plan- Growth Option

Category: Equity: Thematic-International
Launch Date: 10-07-2015
Asset Class: Equity
Benchmark: S&P 500
Expense Ratio: 2.83% As on ( 31-08-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 21.81 Cr As on ( 31-08-2018)
Turn over: 28.0
NAV as on 16-10-2018

15.0627

0.32 ( 2.1152% )

CAGR Since Inception

14.62%

PERFORMANCE of Reliance US Equity Opportunites Fund- Growth Plan- Growth Option

Scheme Performance (%) Data as on - 17-10-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Reliance US Equity Opportunites Fund- Growth Plan- Growth Option 24.98 16.83 - - 14.62
Benchmark - - - - -
Equity: Thematic-International 13.04 11.35 9.62 11.63 9.76

Yearly Performance (%)

Fund Managers

Ms. Anju Chhajer, Ms. Jahnvee Shah

Ms. Chhajer is a B.Com (H) and a Chartered Accountant. Prior to joining Reliance Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.

Investment Objective

The scheme seeks to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the remaining in debt and money market securities in India.

RETURNS CALCULATOR for Reliance US Equity Opportunites 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 US Equity Opportunites Fund- Growth Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance US Equity Opportunites Fund- Growth Plan- Growth Option - - 1.26 1.18 - -
Equity: Thematic-International - - - - - -

PEER COMPARISION of Reliance US Equity Opportunites Fund- Growth Plan- Growth Option

Period
Data as on - 17-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance US Equity Opportunites Fund- Growth Plan- Growth Option 10-07-2015 24.98 21.3 16.83 0.0 0.0
ICICI Prudential US Bluechip Equity Fund - Dividend 06-07-2012 26.61 21.37 16.1 13.13 0.0
ICICI Prudential US Bluechip Equity Fund - Growth 06-07-2012 26.61 21.37 16.1 13.13 0.0
Reliance US Equity Opportunites Fund- Dividend Plan 23-07-2015 24.98 21.3 16.83 0.0 0.0
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan 31-10-2007 23.15 18.84 9.89 7.36 11.4
Aditya Birla Sun Life International Equity Fund - Plan A - Dividend - Regular Plan 31-10-2007 19.27 14.42 7.16 5.18 10.27
Reliance Japan Equity Fund- Dividend Plan 26-08-2014 14.28 13.1 7.8 0.0 0.0
Reliance Japan Equity Fund- Growth Plan- Growth Option 26-08-2014 14.28 13.1 7.8 0.0 0.0
Aditya Birla Sun Life International Equity Fund - Plan B - Growth - Regular Plan 31-10-2007 -3.77 7.39 7.59 11.44 11.83
Aditya Birla Sun Life International Equity Fund - Plan B - Dividend - Regular Plan 31-10-2007 -5.08 6.13 6.75 10.92 11.56

PORTFOLIO ANALYSIS of Reliance US Equity Opportunites Fund- Growth Plan- Growth Option

Asset Allocation (%)

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