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Reliance Consumption Fund-Growth Plan-Growth Option

(Erstwhile Reliance Media & Entertainment Fund-Growth Plan-Growth Option)

Category: Equity Funds Thematic
Launch Date: 30-09-2004
Asset Class: Equity
Benchmark: Nifty Media Index
Expense Ratio: 2.68% As on (30-04-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 65.59 Cr As on (31-05-2018)
Turn over: 8%
NAV as on 15-06-2018

62.8624

-0.27 (-0.4306%)

CAGR Since Inception

14.34%

Nifty Media Index 9.81%

PERFORMANCE of Reliance Consumption Fund-Growth Plan-Growth Option

Scheme Performance (%)

Data as on - 15-06-2018

Yearly Performance (%)

Fund Managers

Mr. Sailesh Raj Bhan

Mr. Bhan is an MBA (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with ICFAI, Shah & Sequeira Investment Pvt. Ltd. and Emkay Share & Stock Broker Pvt. Ltd.

Investment Objective

The scheme aims to generate consistent returns by investing in equity or equity related or fixed income securities of media and entertainment and other associated companies.

RETURNS CALCULATOR for Reliance Consumption 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

riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Consumption Fund-Growth Plan-Growth Option 17.03 0.09 -13.8 0.75 - -
Equity Funds Thematic - - - - - -

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

Period
Data as on - 15-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Consumption Fund-Growth Plan-Growth Option 30-09-2004 -3.36 5.17 9.47 12.34 9.47
Tata India Consumer Fund-Regular Plan-Growth 28-12-2015 27.37 33.47 0.0 0.0 0.0
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 18.08 23.44 15.54 21.07 0.0
UTI - MNC Fund (UGS 10000)-Growth Option 01-08-2005 15.81 15.96 11.28 21.69 19.38
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan 05-12-1999 14.89 13.89 11.09 24.19 21.03
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 14.28 20.67 15.19 19.31 0.0
UTI India Lifestyle Fund - Regular Plan - Growth Option 30-07-2007 14.06 16.27 11.08 14.01 12.09
DSP BlackRock Natural Resources And New Energy Fund - Regular - Growth 25-04-2008 11.62 30.43 23.7 24.82 12.74
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 10.8 18.59 15.2 20.24 16.75
Baroda Pioneer Mid-cap Fund- Plan A - Growth Option 04-10-2010 9.14 18.95 5.17 8.17 0.0

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

Asset Allocation (%)

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